UWMC UWM Holdings Corp
Executive Summary
Five mega-passive institutional investors (BlackRock, State Street, Wells Fargo, Schwab, BofA) collectively added $70.8M in UWMC positions during Q3 2025, while Morgan Stanley trimmed $2.5M. The cluster is entirely passive/index-driven, reflecting benchmark rebalancing rather than an active conviction thesis. Historical performance on UWMC reports shows a 0% win rate at T+20 with average alpha of -21%, and the score calibration indicates negative expected net alpha at T+20 for this segment, warranting a low impact score.
Key Financial Metrics
Institutional Positions
Net institutional flow: $68.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BlackRock | ADD | +48.4% | $75.7M | $41.0M |
| State Street | ADD | +37.2% | $16.0M | $8.0M |
| Wells Fargo | ADD | +31.7% | $2.3M | $1.1M |
| Schwab | ADD | +46.8% | $7.6M | $4.1M |
| BofA | ADD | +40.5% | $32.2M | $16.6M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -47.6% | $10.7M | -$2.5M |
Actionable Insight
The cluster is entirely passive rebalancing — no active conviction signal. UWMC's historical negative drift at T+20 (-21% avg alpha) and the score calibration's negative net expected alpha suggest avoiding directional bets based on this filing. Monitor for any active manager 13F additions in subsequent quarters for a genuine signal.
Key Facts
- 5 passive institutions added $70.8M in UWMC positions during Q3 2025
- BlackRock increased holdings by 48.4% to $75.7M (largest buyer)
- Morgan Stanley trimmed 47.6% of its position, reducing by $2.5M
- All buyers are mega-passive/index funds — no active managers or hedge funds involved
- Historical UWMC reports show 0% win rate at T+20 with -21% average alpha vs SPY
Financial Impact
5 passive institutions accumulated $70.8M in new UWMC holdings while 1 institution reduced by $2.5M; net institutional inflow of $68.3M
Risk Factors
- Passive flows are mechanical and may reverse next quarter with index rebalancing
- Historical UWMC reports show persistent negative alpha at T+20
- No active manager participation suggests lack of fundamental conviction
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-UWMC-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 15, 2026
5d ago
|
DFAN14A
| $2.35 $2.43 | ▲ +3.40% | ▲ +4.00% | — |
|
Jun 11, 2026
9d ago
|
Institutional Cluster
| $2.39 $2.38 | ▼ −0.42% | ▼ −0.96% | — |
|
Jun 11, 2026
9d ago
|
Institutional Cluster
| $2.39 $2.38 | ▼ −0.42% | ▼ −0.96% | — |
|
May 28, 2026
23d ago
|
DFAN14A
| $3.14 $3.06 | ▼ −2.55% | ▼ −2.79% | — |
|
May 22, 2026
29d ago
|
DFAN14A
| $3.09 $3.11 | ▲ +0.65% | ▲ +0.06% | — |
|
May 18, 2026
4w ago
|
DFAN14A
| $2.92 $2.92 | · 0.00% | ▲ +0.65% | — |
|
May 12, 2026
5w ago
|
DFAN14A
| $3.25 $3.10 | ▼ −4.62% | ▼ −5.19% | — |
|
May 12, 2026
5w ago
|
8-K
| $3.25 $3.10 | ▼ −4.62% | ▼ −5.19% | — |
|
May 6, 2026
6w ago
|
8-K
| $3.49 $3.38 | ▼ −3.15% | ▼ −2.82% | — |
|
May 4, 2026
6w ago
|
8-K
| $3.43 $3.49 | ▲ +1.75% | ▲ +0.36% | — |
US Market Status
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