We are live on ! Find out more
UWMC icon

UWM Holdings

241 hedge funds and large institutions have $656M invested in UWM Holdings in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 108 increasing their positions, 54 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 54

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

30% more capital invested

Capital invested by funds: $504M → $656M (+$152M)

21.61% more ownership

Funds ownership: 54.38%75.99% (+22%)

7% more funds holding

Funds holding: 225241 (+16)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

47% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $8.48M

Holders
241
Holders Change
+16
Holders Change %
+7.11%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
108
Reduced
54
Closed
31
Calls
$4.48M
Puts
$8.48M
Net Calls
-$4M
Net Calls Change
-$7.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$82.5M +$23.8M +3,917,711 +35%
Citadel Advisors
2
Citadel Advisors
Florida
$71.3M +$7.58M +1,247,706 +11%
Millennium Management
3
Millennium Management
New York
$69M +$62.4M +10,265,969 +434%
BIP
4
Brandes Investment Partners
California
$66.8M +$74.3M +12,228,813 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$59.2M -$5.61M -923,206 -8%
BlackRock
6
BlackRock
New York
$36.9M +$7.01M +1,154,300 +21%
PE
7
Platinum Equity
California
$26.7M
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$15.1M -$5.68M -935,914 -25%
Holocene Advisors
9
Holocene Advisors
New York
$14.9M +$16.4M +2,692,168 +7,461%
FGP
10
Freestone Grove Partners
California
$14.2M +$15.4M +2,537,072 +3,767%
AQR Capital Management
11
AQR Capital Management
Connecticut
$13.6M +$13.9M +2,296,205 +1,145%
Two Sigma Investments
12
Two Sigma Investments
New York
$12.7M +$8.33M +1,371,638 +142%
Morgan Stanley
13
Morgan Stanley
New York
$12.5M +$7.47M +1,229,388 +115%
Bank of America
14
Bank of America
North Carolina
$10.6M +$9.41M +1,549,317 +397%
State Street
15
State Street
Massachusetts
$9.15M +$224K +36,868 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.94M +$576K +94,769 +6%
Northern Trust
17
Northern Trust
Illinois
$8.13M -$9.09M -1,496,221 -50%
Macquarie Group
18
Macquarie Group
Australia
$7.45M -$222K -36,508 -3%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.18M -$2.34M -384,600 -23%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.85M -$101K -16,581 -2%
CSS
21
Cubist Systematic Strategies
Connecticut
$5.35M +$2.67M +439,928 +82%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$4.94M +$1.25M +205,337 +29%
Marshall Wace
23
Marshall Wace
United Kingdom
$4.27M +$3.34M +550,424 +237%
ECM
24
ExodusPoint Capital Management
New York
$3.59M +$4M +658,063 New
Goldman Sachs
25
Goldman Sachs
New York
$3.5M -$2.23M -367,536 -36%

UWMC Hedge Fund Activity: Q1 2025 in Review

241 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in UWM Holdings (UWMC) for Q1 2025, worth a combined $656M — up 30% from $504M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new UWMC positions and 31 closed out — a net gain of 17 holders — while 108 added to existing stakes and 54 trimmed.

The largest buyer was Brandes Investment Partners, opening a new position worth an estimated $74.3M. The largest seller was First Trust Advisors, exiting entirely with an estimated $21.9M sold.

  • 241 institutional investors held UWM Holdings (UWMC) as of Q1 2025, up from 225 in Q4 2024.
  • Funds reported $656M of UWM Holdings stock for Q1 2025, up 30% quarter-over-quarter.
  • 48 funds opened new UWM Holdings positions in Q1 2025 and 31 closed out, a net change of +17 holders.
  • The largest UWM Holdings buyer in Q1 2025 was Brandes Investment Partners, an estimated $74.3M added.
  • The largest UWM Holdings seller in Q1 2025 was First Trust Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2025.