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Universal Insurance Holdings

180 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, 70 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:

5% less funds holding

Funds holding: 190180 (-10)

8% less capital invested

Capital invested by funds: $601M → $554M (-$47.5M)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
180
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 +$10M
2 +$3.57M
3 +$2.68M
4
American Century Companies
American Century Companies
Missouri
+$2.11M
5
HF
HRT Financial
New York
+$1.54M

Top Sellers

1 -$3.89M
2 -$3.63M
3 -$2.68M
4
Invesco
Invesco
Georgia
-$2.62M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.53M
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
AF
158
Allworth Financial
California
$6.05K
Jones Financial Companies
159
Jones Financial Companies
Missouri
$4.15K
HFM
160
Harvest Fund Management
China
$4K
EWA
161
EverSource Wealth Advisors
Alabama
$3.76K
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$3.76K
Optiver Holding
163
Optiver Holding
Netherlands
$3.58K
HI
164
Harbour Investments
Wisconsin
$3.55K
VFM
165
Vision Financial Markets
Connecticut
$2.69K
GWM
166
Geneos Wealth Management
Colorado
$2.58K
RIL
167
Rothschild Investment LLC
Illinois
$2.34K
QC
168
Quent Capital
New York
$2.1K
PA
169
Parallel Advisors
California
$1.45K
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$1.34K
SAM
171
Smartleaf Asset Management
Massachusetts
$1.22K
S
172
SignatureFD
Georgia
$1.16K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$815
PWA
174
Physician Wealth Advisors
Utah
$789
FFO
175
Fortitude Family Office
Arizona
$526