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Universal Insurance Holdings

181 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, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,278% more call options, than puts

Call options by funds: $428K | Put options by funds: $18K

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.68% less ownership

Funds ownership: 77.05%74.36% (-2.7%)

5% less funds holding

Funds holding: 191181 (-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
181
Holders Change
-10
Holders Change %
-5.24%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
70
Reduced
66
Closed
24
Calls
$428K
Puts
$18K
Net Calls
+$410K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$11.6K
C
152
Covestor
United Kingdom
$11K -$395 -16 -4%
TCM
153
TruNorth Capital Management
Michigan
$10.5K
NA
154
NewEdge Advisors
Louisiana
$10K +$9.4K +381 New
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$9.21K +$2.25K +91 +35%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$9.21K +$8.64K +350 New
CA
157
Clearstead Advisors
Ohio
$8.57K +$765 +31 +11%
AF
158
Allworth Financial
California
$6.05K +$4.89K +198 +619%
EP
159
Essential Partners
California
$4.47K -$395 -16 -9%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$4.15K +$3.92K +159 New
HFM
161
Harvest Fund Management
China
$4K -$164K -6,654 -98%
EWA
162
EverSource Wealth Advisors
Alabama
$3.76K -$5.87K -238 -62%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$3.76K
Optiver Holding
164
Optiver Holding
Netherlands
$3.58K +$3.36K +136 New
HI
165
Harbour Investments
Wisconsin
$3.55K
VFM
166
Vision Financial Markets
Connecticut
$2.69K +$25 +1 +1%
GWM
167
Geneos Wealth Management
Colorado
$2.58K
RIL
168
Rothschild Investment LLC
Illinois
$2.34K -$25 -1 -1%
QC
169
Quent Capital
New York
$2.1K +$1.97K +80 New
PA
170
Parallel Advisors
California
$1.45K
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$1.34K -$1.43M -57,994 -100%
SAM
172
Smartleaf Asset Management
Massachusetts
$1.22K +$1.16K +47 New
S
173
SignatureFD
Georgia
$1.16K +$1.09K +44 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$815 -$222 -9 -23%
PWA
175
Physician Wealth Advisors
Utah
$789 -$666 -27 -47%

UVE Hedge Fund Activity: Q3 2025 in Review

181 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q3 2025, worth a combined $554M — down 7.9% from $601M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UVE and 16 opened new positions — a net loss of 8 holders — while 66 trimmed existing stakes and 70 added.

The largest buyer was Millennium Management, adding an estimated $10M. The largest seller was D.E. Shaw & Co, cutting an estimated $3.89M.

  • 181 institutional investors held Universal Insurance Holdings (UVE) as of Q3 2025, down from 191 in Q2 2025.
  • Funds reported $554M of Universal Insurance Holdings stock for Q3 2025, down 7.9% quarter-over-quarter.
  • 16 funds opened new Universal Insurance Holdings positions in Q3 2025 and 24 closed out, a net change of -8 holders.
  • The largest Universal Insurance Holdings buyer in Q3 2025 was Millennium Management, an estimated $10M added.
  • The largest Universal Insurance Holdings seller in Q3 2025 was D.E. Shaw & Co, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2025.