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UWM Holdings

297 hedge funds and large institutions have $949M invested in UWM Holdings in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 124 increasing their positions, 66 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 39

88% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 66

34% more call options, than puts

Call options by funds: $23.3M | Put options by funds: $17.4M

16% more funds holding

Funds holding: 256297 (+41)

5.82% more ownership

Funds ownership: 79.09%84.91% (+5.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less capital invested

Capital invested by funds: $1.05B → $949M (-$105M)

Holders
297
Holders Change
+41
Holders Change %
+16.02%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
82
Increased
124
Reduced
66
Closed
39
Calls
$23.3M
Puts
$17.4M
Net Calls
+$5.94M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
201
Sherbrooke Park Advisers
New York
$71.5K +$87.8K +16,326 New
CI
202
Cherokee Insurance
Michigan
$70.1K
VCM
203
Voleon Capital Management
California
$67.1K +$82.4K +15,322 New
GRP
204
Global Retirement Partners
California
$67.1K +$1.71K +317 +2%
SW
205
SkyOak Wealth
Michigan
$66.7K +$27.4K +5,102 +50%
NAM
206
NorthCrest Asset Manangement
Minnesota
$66.5K +$80.4K +14,951 New
Deutsche Bank
207
Deutsche Bank
Germany
$65.4K +$7.42K +1,379 +10%
CB
208
Commerce Bank
Missouri
$62.6K
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.5K +$8.14K +1,514 +12%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$60.5K -$19.1K -3,548 -20%
IWC
211
Integrated Wealth Concepts
Massachusetts
$58.8K +$72.3K +13,433 New
MYIA
212
Mount Yale Investment Advisors
Colorado
$58.2K +$71.3K +13,262 New
VAS
213
Vestmark Advisory Solutions
Massachusetts
$58.1K +$71.3K +13,262 New
VOYA Investment Management
214
VOYA Investment Management
Georgia
$57.2K -$2.18K -405 -3%
MOS
215
MGO One Seven
Ohio
$56.9K +$7.17K +1,333 +11%
Stifel Financial
216
Stifel Financial
Missouri
$55.2K +$67.8K +12,609 New
KAS
217
Kestra Advisory Services
Texas
$54.6K -$15.8K -2,939 -19%
CIAM
218
Caitong International Asset Management
Hong Kong
$53.4K +$61.6K +11,461 +1,570%
EPW
219
Evolve Private Wealth
California
$53.3K +$63.8K +11,869 New
KCP
220
Kera Capital Partners
California
$53K +$58K +10,785 New
NA
221
NewEdge Advisors
Louisiana
$52.9K +$63.4K +11,795 +4,213%
S
222
SignatureFD
Georgia
$51.5K +$6.25K +1,161 +11%
VCM
223
Versant Capital Management
Arizona
$51.4K +$5.51K +1,025 +10%
Raymond James Financial
224
Raymond James Financial
Florida
$51K +$62.6K +11,637 New
LWM
225
LJI Wealth Management
Indiana
$50.4K -$2.15K -400 -3%