Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Uwm Holdings Corporation (UWMC)

283 + Investors. Track Smart Money conviction in UWMC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — UWMC

Based on 285 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UWMC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
285 hedge funds hold UWMC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

171 buying168 selling
Last quarter: 171 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 55 → 78 → 83 → 67. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 21% medium ■ 35% new
123 out of 285 hedge funds have held UWMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -14%

Value
-14%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

50 → 55 → 78 → 83 → 67 new funds/Q
New funds entering each quarter: 55 → 78 → 83 → 67. A growing number of institutions are discovering UWMC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 36% newcomers

■ 52% veterans ■ 11% 1-2yr ■ 36% new
Entry-cohort mix of 305 holders: 159 (52%) are 2+ year veterans, 35 entered 1–2 years ago, and 111 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
42 of 282 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in UWMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UWMC

In 2026 Q1, 171 hedge funds were net buyers of UWMC (67 opened a new position, 104 added to an existing one), while 168 reduced or exited (86 trimmed, 82 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 43% of total institutional value in UWMC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 285.

Hedge Fund Ownership: UWMC

How many hedge funds hold UWMC — quarterly history vs. share price
Quarterly hedge fund ownership of UWMC vs. share price

Market Analysis: UWMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UWMC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Uwm Holdings Corporation (UWMC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UWMC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
UWMC
-35.1%
XLF
+1220.3%

UWMC outperformed XLF by -1255.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
UWMC
-21.7%
XLF
+4.8%

Since the filing became public, UWMC outperformed XLF by -26.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 4 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: UWMC
283 + Investors

Track Smart Money conviction in UWMC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 283 300 -5.67%
13F Shares 222M 220M 0.96%
Total Value $797M $954M -16.47%
New Positions 66 83 -17
Increased Positions 97 125 -28
Closed Positions 83 43 +40
Reduced Positions 82 63 +19
Total Calls 14 13 7.69%
Total Puts 9 9 -
PUT/CALL Ratio 0.64 0.69 Bullish

Statistics: UWMC

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

283 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UWMC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UWMC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Platinum Equity, LLC 33.48% 2,990,201 $10.8M
2 PharVision Advisers, LLC 15.57% 14,012 $51K
3 King Street Capital Management, L.P. 8.61% 7,799,000 $28.2M
4 Karl Kapital LLC 5.05% 2,012,105 $7.3M
5 Integrated Investment Consultants, LLC 4.13% 5,371,664 $19.4M
6 Brooklands Fund Management Ltd 2.30% 554,900 $2.0M
7 Diameter Capital Partners LP 1.97% 5,800,000 $21.0M
8 Signature Equity Partners, LLC 1.80% 925,864 $3.4M
9 Alight Capital Management LP 1.67% 1,925,000 $7.0M
10 VARCOV Co. 0.63% 467,751 $1.7M
11 140 Summer Partners LP 0.57% 2,570,000 $9.3M
12 Fieldview Capital Management, LLC 0.32% 303,324 $1.1M
13 Carrera Capital Advisors 0.32% 550,656 $2.0M
14 Dark Forest Capital Management LP 0.27% 839,121 $3.0M
15 Hunting Hill Global Capital, LLC 0.26% 93,288 $338K
16 Freestone Grove Partners LP 0.25% 9,759,126 $35.3M
17 Mount Lucas Management LP 0.21% 159,800 $578K
18 PDT Partners, LLC 0.20% 956,175 $3.5M
19 Alamea Verwaltungs GmbH 0.19% 72,147 $261K
20 Oakum Bay Capital LLC 0.19% 96,100 $348K
21 nVerses Capital, LLC 0.18% 54,702 $198K
22 JCSD Capital, LLC 0.17% 45,000 $163K
23 Nfj Investment Group, LLC 0.16% 1,189,216 $4.3M
24 Scientech Research LLC 0.16% 51,981 $188K
25 Nebula Research & Development LLC 0.13% 365,358 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Uwm Holdings Corporation (UWMC)

What does the Smart Money Trend signal show for UWMC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UWMC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UWMC?

Slight buying edge — 50% buying: Last quarter: 171 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UWMC holders?

Elite ownership — 43% AUM from top-100 funds: 42 of 282 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in UWMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UWMC?

43% of holders stayed for 2+ years: 123 out of 285 hedge funds have held UWMC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Uwm Holdings Corporation (UWMC) following the 2026 Q1 hedge fund 13F filings?

As of today, UWMC has moved -21.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -26.5%. Since the quarter end (March 31, 2026), UWMC has gained -35.1% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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