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On this page, we present all of the funds holding UWM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding UWM, with a link to that fund's top holdings. The next columns
indicate the amount of UWM stock held by each of the funds holding UWM, followed by the UWM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 44 funds holding UWM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Aveo Capital Partners LLC. For more details on the positions held by Aveo Capital Partners LLC
(or by any of the other funds holding UWM), click the fund name in the "Holder" column of the funds-holding-UWM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Aveo Capital Partners LLC | 345,468 | $13,145 | 12/31/2023 | | UWM | 345,468 | $13,145 | 12/31/2023 |  Susquehanna International Group LLP | | $7,819 | 12/31/2023 | | Call | 209,500 | $7,971 | 12/31/2023 | | Put | 44,900 | $1,708 | 12/31/2023 | | UWM | 40,893 | $1,556 | 12/31/2023 | | Client First Investment Management LLC | 100,805 | $4,116 | 03/31/2024 | | UWM | 100,805 | $4,116 | 03/31/2024 | | GTS Securities LLC | | $3,509 | 12/31/2023 | | UWM | 78,806 | $2,999 | 12/31/2023 | | Call | 13,400 | $510 | 12/31/2023 | | Guild Investment Management Inc. | 60,850 | $2,315 | 12/31/2023 | | UWM | 60,850 | $2,315 | 12/31/2023 | | Cutler Group LP | | $2,191 | 03/31/2024 | | UWM | 38,682 | $1,579 | 03/31/2024 | | Call | 44,400 | $612 | 03/31/2024 | | Put | 1,200 | $0 | 03/31/2024 | | Tactive Advisors LLC | 36,065 | $1,372 | 12/31/2023 | | UWM | 36,065 | $1,372 | 12/31/2023 | | Capital Investment Counsel Inc | 35,340 | $1,345 | 12/31/2023 | | UWM | 35,340 | $1,345 | 12/31/2023 | | Peapack Gladstone Financial Corp | 30,209 | $1,149 | 12/31/2023 | | UWM | 30,209 | $1,149 | 12/31/2023 | | Clarity Capital Partners LLC | 27,640 | $1,052 | 12/31/2023 | | UWM | 27,640 | $1,052 | 12/31/2023 | | CI Private Wealth LLC | 26,069 | $992 | 12/31/2023 | | UWM | 26,069 | $992 | 12/31/2023 | | Toth Financial Advisory Corp | 24,177 | $987 | 03/31/2024 | | UWM | 24,177 | $987 | 03/31/2024 | | Bard Associates Inc. | 20,025 | $762 | 12/31/2023 | | UWM | 20,025 | $762 | 12/31/2023 | | HighTower Advisors LLC | 19,550 | $744 | 12/31/2023 | | UWM | 19,550 | $744 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 18,412 | $701 | 12/31/2023 | | UWM | 18,412 | $701 | 12/31/2023 | | Envestnet Asset Management Inc. | 16,327 | $621 | 12/31/2023 | | UWM | 16,327 | $621 | 12/31/2023 | | Citadel Advisors LLC | | $604 | 12/31/2023 | | Put | 74,700 | $2,842 | 12/31/2023 | | UWM | 64,459 | $2,453 | 12/31/2023 | | Call | 26,100 | $993 | 12/31/2023 | | Forefront Analytics LLC | 14,543 | $553 | 12/31/2023 | | UWM | 14,543 | $553 | 12/31/2023 | | Harvest Investment Services LLC | 11,436 | $435 | 12/31/2023 | | UWM | 11,436 | $435 | 12/31/2023 | | Jane Street Group LLC | 10,858 | $413 | 12/31/2023 | | UWM | 10,858 | $413 | 12/31/2023 | | SP Asset Management LLC | 10,592 | $403 | 12/31/2023 | | UWM | 10,592 | $403 | 12/31/2023 | | Innova Wealth Partners | 10,201 | $388 | 12/31/2023 | | UWM | 10,201 | $388 | 12/31/2023 | | Fort Point Capital Partners LLC | 9,192 | $350 | 12/31/2023 | | UWM | 9,192 | $350 | 12/31/2023 | | Two Sigma Securities LLC | 8,867 | $337 | 12/31/2023 | | UWM | 8,867 | $337 | 12/31/2023 | | Kingsview Wealth Management LLC | 8,459 | $322 | 12/31/2023 | | UWM | 8,459 | $322 | 12/31/2023 | | Cassaday & Co Wealth Management LLC | 7,716 | $294 | 12/31/2023 | | UWM | 7,716 | $294 | 12/31/2023 | | Verdence Capital Advisors LLC | 7,028 | $287 | 03/31/2024 | | UWM | 7,028 | $287 | 03/31/2024 | | Flow Traders U.S. LLC | 7,157 | $272 | 12/31/2023 | | UWM | 7,157 | $272 | 12/31/2023 | | JPMorgan Chase & Co. | 5,400 | $205 | 12/31/2023 | | UWM | 5,400 | $205 | 12/31/2023 | | Capital Investment Advisory Services LLC | 4,150 | $169 | 03/31/2024 | | UWM | 4,150 | $169 | 03/31/2024 | | Geneos Wealth Management Inc. | 4,182 | $159 | 12/31/2023 | | UWM | 4,182 | $159 | 12/31/2023 | | Morgan Stanley | 2,587 | $98 | 12/31/2023 | | UWM | 2,587 | $98 | 12/31/2023 | | Qube Research & Technologies Ltd | 1,670 | $64 | 12/31/2023 | | UWM | 1,670 | $64 | 12/31/2023 | | Larson Financial Group LLC | 1,600 | $61 | 12/31/2023 | | UWM | 1,600 | $61 | 12/31/2023 | | Advisor Group Holdings Inc. | 1,194 | $45 | 12/31/2023 | | UWM | 1,194 | $45 | 12/31/2023 | | Bank of Montreal Can | 900 | $36 | 12/31/2023 | | UWM | 900 | $36 | 12/31/2023 | | Sunbelt Securities Inc. | 224 | $9 | 03/31/2024 | | UWM | 224 | $9 | 03/31/2024 | | Harbour Investments Inc. | 168 | $6 | 12/31/2023 | | UWM | 168 | $6 | 12/31/2023 | | Tower Research Capital LLC TRC | 141 | $5 | 12/31/2023 | | UWM | 141 | $5 | 12/31/2023 | | Blue Bell Private Wealth Management LLC | 100 | $4 | 03/31/2024 | | UWM | 100 | $4 | 03/31/2024 | | Quantbot Technologies LP | 108 | $4 | 12/31/2023 | | UWM | 108 | $4 | 12/31/2023 | | Huntington National Bank | 1 | $0 | 12/31/2023 | | UWM | 1 | $0 | 12/31/2023 | | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | | UWM | 1 | $0 | 12/31/2023 | | FMR LLC | 2 | $0 | 12/31/2023 | | UWM | 2 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | UWM | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UWM
See Details: Top 10 Hedge Funds Holding UWM
Also See: UWM Holdings Changes
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