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UWM Holdings

225 hedge funds and large institutions have $504M invested in UWM Holdings in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 87 increasing their positions, 65 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 65

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

20% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $15.8M

3% more funds holding

Funds holding: 219225 (+6)

19% less capital invested

Capital invested by funds: $621M → $504M (-$117M)

21.92% less ownership

Funds ownership: 76.3%54.38% (-22%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
225
Holders Change
+6
Holders Change %
+2.74%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
87
Reduced
65
Closed
43
Calls
$18.9M
Puts
$15.8M
Net Calls
+$3.15M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$69.3M +$18.4M +2,832,483 +32%
Vanguard Group
2
Vanguard Group
Pennsylvania
$69.1M +$20.9M +3,212,081 +38%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$65.7M +$6.33M +972,991 +10%
BlackRock
4
BlackRock
New York
$32.8M +$5.2M +798,399 +17%
PE
5
Platinum Equity
California
$28.7M
First Trust Advisors
6
First Trust Advisors
Illinois
$21.9M +$21.8M +3,349,779 +887%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$21.7M +$24.1M +3,702,180 New
Northern Trust
8
Northern Trust
Illinois
$17.5M -$8.63M -1,325,448 -31%
Millennium Management
9
Millennium Management
New York
$13.9M +$5.96M +916,088 +63%
Renaissance Technologies
10
Renaissance Technologies
New York
$9.98M -$1.55M -238,000 -12%
State Street
11
State Street
Massachusetts
$9.6M +$108K +16,670 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.06M -$29.7K -4,569 -0.3%
Macquarie Group
13
Macquarie Group
Australia
$8.22M +$9.12M +1,400,601 New
BCM
14
Basswood Capital Management
New York
$6.6M +$7.32M +1,124,694 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.39M +$960K +147,459 +16%
Squarepoint
16
Squarepoint
New York
$6.28M +$4.19M +643,681 +151%
Morgan Stanley
17
Morgan Stanley
New York
$6.26M -$331K -50,792 -5%
Goldman Sachs
18
Goldman Sachs
New York
$5.92M -$4.41M -677,214 -40%
UBS Group
19
UBS Group
Switzerland
$5.88M +$5.47M +840,558 +524%
Two Sigma Investments
20
Two Sigma Investments
New York
$5.65M -$3.99M -612,585 -39%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$4.11M +$410K +62,978 +10%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$3.65M +$1.37M +209,903 +51%
Charles Schwab
23
Charles Schwab
California
$3.41M +$40.7K +6,257 +1%
CSS
24
Cubist Systematic Strategies
Connecticut
$3.17M +$730K +112,158 +26%
EH
25
EMG Holdings
Connecticut
$2.6M +$2.88M +442,448 New

UWMC Hedge Fund Activity: Q4 2024 in Review

225 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q4 2024, worth a combined $504M — down 19% from $621M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new UWMC positions and 43 closed out — a net gain of 9 holders — while 87 added to existing stakes and 65 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $24.1M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $21.8M sold.

  • 225 institutional investors held UWM Holdings (UWMC) as of Q4 2024, up from 219 in Q3 2024.
  • Funds reported $504M of UWM Holdings stock for Q4 2024, down 19% quarter-over-quarter.
  • 52 funds opened new UWM Holdings positions in Q4 2024 and 43 closed out, a net change of +9 holders.
  • The largest UWM Holdings buyer in Q4 2024 was Balyasny Asset Management, an estimated $24.1M added.
  • The largest UWM Holdings seller in Q4 2024 was Philadelphia Financial Management of San Francisco, an estimated $21.8M sold.

Based on aggregated 13F filings for Q4 2024.