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UWM Holdings

228 hedge funds and large institutions have $562M invested in UWM Holdings in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 54 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

8.71% less ownership

Funds ownership: 76.04%67.34% (-8.7%)

14% less capital invested

Capital invested by funds: $656M → $562M (-$94.1M)

18% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 67

Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18.7M
Puts
$8.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$4.14K
SC
202
Stephens Consulting
Michigan
$4.14K
IA
203
IFP Advisors
Florida
$3.33K
MCM
204
MAI Capital Management
Ohio
$3.33K
FFA
205
Farther Finance Advisors
California
$3.1K
C
206
Covestor
United Kingdom
$2K
CMA
207
Cedar Mountain Advisors
Oregon
$1.97K
SAM
208
Smartleaf Asset Management
Massachusetts
$1.9K
GWM
209
Geneos Wealth Management
Colorado
$1.78K
PMFA
210
Plante Moran Financial Advisors
Michigan
$1.69K
SS
211
SBI Securities
Japan
$1.63K
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24K
NA
213
NewEdge Advisors
Louisiana
$1.16K
CI Investments Inc
214
CI Investments Inc
Ontario, Canada
$1K
MYIA
215
Mount Yale Investment Advisors
Colorado
$956
MCM
216
MV Capital Management
Maryland
$841
TCM
217
Tradewinds Capital Management
Washington
$828
TWD
218
True Wealth Design
Ohio
$621
RA
219
Rise Advisors
New York
$422
RIL
220
Rothschild Investment LLC
Illinois
$373
HNB
221
Huntington National Bank
Ohio
$348
LFG
222
Larson Financial Group
Missouri
$300
AF
223
Allworth Financial
California
$298
SO
224
Sierra Ocean
California
$265
BTI
225
Blue Trust Inc
Georgia
$161