UWM Holdings

UWMC • NYSE

UWM Holdings is a financial - mortgages company in the financial services sector on NYSE, led by Mat Ishbia, with a market cap of $1.4B. As of Q3 2025, 79% of shares are held by 251 institutional investors, with FMR LLC as the largest holder at 8.61%.

Chief Executive OfficerMat Ishbia

Market Cap$1.4B

Financial - Mortgages

Financial Services

Employees6.7K

Websiteuwm.com

Country

United States of America

Overview

Overview of institutional ownership in UWMC as of Q3 2025 with a market cap of $1.3B

All Institutions

Institutions: 251
Value Held: $1.1B
Shares Held: 172.9M
Avg Position: $4.2M
Median Position: $298.5K

Hedge Funds

Hedge Funds: 49
Value Held: $410.2M
Shares Held: 67.4M
Avg Position: $8.4M
Median Position: $2.7M

Ownership Breakdown

Institutional (non-HF)

48.3%

$643.1M

Hedge Funds

30.81%

$410.2M

Retail & Other

20.89%

$278.2M

Based on market cap of $1.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UWMC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$114.7M 0.01% of portfolio	8.61% 18.8M shares	Q1 2021 Held for 4y 8m	$1.92T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$105.3M 0.00% of portfolio	7.90% 17.3M shares	Q1 2021 Held for 4y 8m	$6.69T
B BlackRock, Inc. Institution	-	$75.7M 0.00% of portfolio	5.68% 12.4M shares	Q1 2021 Held for 4y 8m	$5.67T
6 683 Capital Management, LLC Hedge Fund•Long/Short	Ari Jonathan Zweiman Managing Partner	$45.1M 4.25% of portfolio	3.38% 7.4M shares	Q2 2025 Held for 5 months	$1.1B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$37.1M 0.03% of portfolio	2.79% 6.1M shares	Q1 2021 Held for 4y 8m	$121.98B
Integrated Investment Consultants, LLC RIA/Wealth	Todd J Wagenberg Managing Partner	$32.6M 5.64% of portfolio	2.45% 5.4M shares	Q2 2021 Held for 4y 5m	$578.2M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$32.2M 0.00% of portfolio	2.41% 5.3M shares	Q1 2021 Held for 4y 8m	$1.33T
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	Scott David Hoffman CEO	$30.4M 0.05% of portfolio	2.28% 5.0M shares	Q4 2023 Held for 1y 11m	$62.0B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$30.1M 0.02% of portfolio	2.26% 4.9M shares	Q1 2021 Held for 4y 8m	$122.08B
P PLATINUM EQUITY, LLC Institution	-	$29.8M 58.13% of portfolio	2.24% 4.9M shares	Q1 2022 Held for 3y 8m	$51.3M

Net Capital Flow

Institutional buying and selling activity for UWMC in Q3 2025

Traded: +$272.2M
Buyers: 176
Sellers: 94
Total Bought: +$427.4M
Total Sold: −$155.2M
Avg Position: $3.5M

Biggest Buyers

Institution	Net Bought	Current Position
Integrated Investment Consultants, LLC RIA/Wealth	+$32.6M +5.4M shares	$32.6M 5.4M shares
Slate Path Capital LP Hedge Fund•Long/Short	+$28.3M +4.7M shares	$28.3M 4.7M shares
B BlackRock, Inc. Institution	+$24.7M +4.1M shares	$75.7M 12.4M shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$20.1M +3.3M shares	$23.2M 3.8M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$18.9M +3.1M shares	$30.4M 5.0M shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$18.7M +3.1M shares	$19.7M 3.2M shares
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	+$17.1M +2.8M shares	$17.1M 2.8M shares
6 683 Capital Management, LLC Hedge Fund•Long/Short	+$15.8M +2.6M shares	$45.1M 7.4M shares
FMR LLC Institution	+$15.7M +2.6M shares	$114.7M 18.8M shares
MetLife Investment Advisors, LLC Insurance Manager	+$14.6M +2.4M shares	$14.6M 2.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	−$50.6M −12.2M shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$12.5M −2.1M shares	$24.0M 3.9M shares
Diameter Capital Partners LP Hedge Fund•Credit Arb	−$11.4M −2.8M shares	Sold Off 0 shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$9.1M −1.5M shares	$7.3M 1.2M shares
MORGAN STANLEY RIA/Wealth	−$7.5M −1.2M shares	$8.3M 1.4M shares
E EMG Holdings, L.P. Institution	−$7.4M −1.2M shares	$3.4M 565.6K shares
Marshall Wace LLP Institution	−$5.2M −862.1K shares	$921.6K 151.3K shares
FIRST TRUST ADVISORS LP ETF Provider	−$5.0M −1.2M shares	Sold Off 0 shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$4.4M −726.3K shares	$884.8K 145.3K shares
E EVR Research LP Hedge Fund•Long/Short	−$4.2M −1.0M shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UWMC in Q3 2025

New Positions: 30
New Value: $82.3M
Exited Positions: 46
Exited Value: $84.3M

New Positions

Institution	Position Value
Slate Path Capital LP Hedge Fund•Long/Short	$28.3M 4.7M shares
M Maple Rock Capital Partners, Inc. Hedge Fund•Multi-Strategy	$14.4M 2.4M shares
S Senator Investment Group LP Institution	$13.2M 2.2M shares
Luxor Capital Group, LP Hedge Fund•Multi-Strategy	$7.5M 1.2M shares
D Delta Global Management LP Hedge Fund•Market Neutral	$5.8M 946.7K shares
Alight Capital Management LP Hedge Fund•Long/Short	$4.0M 650.0K shares
H Hidden Lake Asset Management LP Hedge Fund•Long/Short	$2.7M 440.8K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	$2.3M 370.5K shares
D DYMON ASIA CAPITAL PTE. LTD. Institution	$1.0M 170.5K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$904.7K 148.6K shares

Exited Positions

Institution	Previous Position
B BRANDES INVESTMENT PARTNERS, LP Long Only Manager	$50.6M 12.2M shares
Diameter Capital Partners LP Hedge Fund•Credit Arb	$11.4M 2.8M shares
FIRST TRUST ADVISORS LP ETF Provider	$5.0M 1.2M shares
E EVR Research LP Hedge Fund•Long/Short	$4.2M 1.0M shares
B Brevan Howard Capital Management LP Institution	$2.5M 601.2K shares
N NOMURA HOLDINGS INC Institution	$1.6M 393.2K shares
J JANE STREET GROUP, LLC Institution	$956.8K 231.1K shares
A Amundi Institution	$946.8K 220.7K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$649.8K 157.0K shares
H HRT FINANCIAL LLC Institution	$646.2K 156.1K shares

Options Activity

Institutions with the largest Call and Put options positions in UWMC as of Q3 2025

Call Positions: 15
Call Value: $19.5M
Put Positions: 8
Put Value: $11.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.7M 7.7K contracts
Frigate Ventures LP RIA/Wealth	$3.1M 5.1K contracts
S SALZHAUER MICHAEL Institution	$2.6M 4.3K contracts
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$2.6M 4.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.4M 3.9K contracts
Walleye Trading LLC RIA/Wealth	$1.6M 2.6K contracts
J JCSD Capital, LLC Hedge Fund•Sector	$1.2M 1.9K contracts
W WOLVERINE TRADING, LLC Institution	$867.1K 1.4K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$263.1K 432.0 contracts
J JANE STREET GROUP, LLC Institution	$254.6K 418.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.1M 8.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.3M 5.4K contracts
W WOLVERINE TRADING, LLC Institution	$1.8M 2.9K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$373.9K 614.0 contracts
Walleye Trading LLC RIA/Wealth	$265.5K 436.0 contracts
J JANE STREET GROUP, LLC Institution	$144.9K 238.0 contracts
S SIG BROKERAGE, LP Institution	- - contracts
N NOMURA HOLDINGS INC Institution	- - contracts

Most Committed Institutions

Institutions with UWMC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P PLATINUM EQUITY, LLC Institution	-	58.13% $29.8M	2.24% 4.9M shares	Q1 2022 Held for 3y 8m	$51.3M
Integrated Investment Consultants, LLC RIA/Wealth	Todd J Wagenberg Managing Partner	5.64% $32.6M	2.45% 5.4M shares	Q2 2021 Held for 4y 5m	$578.2M
6 683 Capital Management, LLC Hedge Fund•Long/Short	Ari Jonathan Zweiman Managing Partner	4.25% $45.1M	3.38% 7.4M shares	Q2 2025 Held for 5 months	$1.1B
E EMG Holdings, L.P. Institution	-	3.60% $3.4M	0.26% 565.6K shares	Q4 2024 Held for 11 months	$95.7M
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	Ricardo Nmn Marano Managing Partner	3.41% $17.1M	1.28% 2.8M shares	Q3 2025 Held for 2 months	$499.9M
PMC FIG Opportunities LLC Real Assets	John Charles Finch CEO	2.76% $1.7M	0.13% 282.8K shares	Q4 2024 Held for 11 months	$62.5M
H Hidden Lake Asset Management LP Hedge Fund•Long/Short	Kevin Ka Wah Mok Founder	1.12% $2.7M	0.20% 440.8K shares	Q3 2025 Held for 2 months	$239.0M
J JCSD Capital, LLC Hedge Fund•Sector	Daniel Joseph Tachiera CCO	1.08% $609.1K	0.05% 100.0K shares	Q2 2025 Held for 5 months	$56.3M
Luxor Capital Group, LP Hedge Fund•Multi-Strategy	Christian Alexander Leone CEO	1.05% $7.5M	0.56% 1.2M shares	Q3 2025 Held for 2 months	$713.8M
Azora Capital LP Hedge Fund•Long/Short	Ravi (Nmn) Chopra CIO	0.96% $20.8M	1.56% 3.4M shares	Q2 2025 Held for 5 months	$2.2B

Hedge Fund Spotlight

Discover hedge funds investing in UWMC

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in UWM Holdings

Market Value: $30.4M
Shares Held: 5.0M
Portfolio Weight: 0.05%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%