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Universal Insurance Holdings

179 hedge funds and large institutions have $554M invested in Universal Insurance Holdings in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 191179 (-12)

8% less capital invested

Capital invested by funds: $602M → $554M (-$47.5M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$428K
Puts
$18K
Net Calls
Net Calls Change

Top Buyers

1 +$10.7M
2 +$3.8M
3 +$2.86M
4
American Century Companies
American Century Companies
Missouri
+$2.24M
5
HF
HRT Financial
New York
+$1.64M

Top Sellers

1 -$4.15M
2 -$3.86M
3 -$2.85M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.84M
5
Invesco
Invesco
Georgia
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$11.6K
C
152
Covestor
United Kingdom
$11K
TCM
153
TruNorth Capital Management
Michigan
$10.5K
NA
154
NewEdge Advisors
Louisiana
$10K
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$9.21K
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$9.21K
CA
157
Clearstead Advisors
Ohio
$8.57K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$4.15K
HFM
159
Harvest Fund Management
China
$4K
EWA
160
EverSource Wealth Advisors
Alabama
$3.76K
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$3.76K
Optiver Holding
162
Optiver Holding
Netherlands
$3.58K
HI
163
Harbour Investments
Wisconsin
$3.55K
VFM
164
Vision Financial Markets
Connecticut
$2.69K
GWM
165
Geneos Wealth Management
Colorado
$2.58K
RIL
166
Rothschild Investment LLC
Illinois
$2.34K
QC
167
Quent Capital
New York
$2.1K
PA
168
Parallel Advisors
California
$1.45K
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$1.34K
SAM
170
Smartleaf Asset Management
Massachusetts
$1.22K
S
171
SignatureFD
Georgia
$1.16K
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$815
PWA
173
Physician Wealth Advisors
Utah
$789
FFO
174
Fortitude Family Office
Arizona
$526
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$473