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Univest Financial
UVSP

178 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

3% more funds holding

Funds holding: 173 → 178 (+5)

0.55% more ownership

Funds ownership: 77.93% → 78.48% (+0.55%)

3% less capital invested

Capital invested by funds: $668M → $646M (-$22.3M)

7% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 61

Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
57
Reduced
61
Closed
11
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
+$5.17M
2
UBS Group
UBS Group
Switzerland
+$3.37M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.06M
5
Jane Street
Jane Street
New York
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$3.21M
2
Morgan Stanley
Morgan Stanley
New York
-$2.67M
3
Prudential Financial
Prudential Financial
New Jersey
-$2.56M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.44M
5
RA
Royce & Associates
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$4.95M +$5.17M +174,631 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$4.28M -$35K -1,183 -0.8%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.27M +$337K +11,399 +8%
Bank of America
29
Bank of America
North Carolina
$3.74M -$12.8K -431 -0.3%
RA
30
Royce & Associates
New York
$3.72M -$1.51M -51,115 -28%
N
31
Nuveen
North Carolina
$3.38M -$505K -17,073 -13%
EF
32
Empowered Funds
Pennsylvania
$2.91M +$121K +4,087 +4%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$2.84M -$454K -15,332 -13%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$2.55M +$79.7K +2,692 +3%
Prudential Financial
35
Prudential Financial
New Jersey
$2.46M -$2.56M -86,390 -50%
Raymond James Financial
36
Raymond James Financial
Florida
$2.27M +$59.3K +2,005 +3%
Invesco
37
Invesco
Georgia
$2.25M -$196K -6,636 -8%
MAM
38
Martingale Asset Management
Massachusetts
$2.21M +$6.21K +210 +0.3%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.93M +$1.1M +37,040 +119%
Creative Planning
40
Creative Planning
Kansas
$1.62M -$110K -3,727 -6%
Barclays
41
Barclays
United Kingdom
$1.6M -$493K -16,676 -23%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.6M -$23.7K -800 -1%
Jane Street
43
Jane Street
New York
$1.47M +$1.53M +51,728 New
LCM
44
Logan Capital Management
Pennsylvania
$1.43M – – –
Franklin Resources
45
Franklin Resources
California
$1.36M -$6.48K -219 -0.5%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$1.33M +$181K +6,100 +15%
UBS AM
47
UBS AM
Illinois
$1.33M +$85.9K +2,902 +7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.27M -$53.7K -1,815 -4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.24M +$844K +28,516 +187%
PAM
50
Panagora Asset Management
Massachusetts
$1.21M +$573K +19,352 +83%
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UVSP Hedge Fund Activity: Q1 2025 in Review

178 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2025, worth a combined $646M — down 3.3% from $668M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UVSP positions and 11 closed out — a net gain of 7 holders — while 57 added to existing stakes and 61 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $5.17M. The largest seller was State Street, cutting an estimated $3.21M.

  • 178 institutional investors held Univest Financial (UVSP) as of Q1 2025, up from 173 in Q4 2024.
  • Funds reported $646M of Univest Financial stock for Q1 2025, down 3.3% quarter-over-quarter.
  • 18 funds opened new Univest Financial positions in Q1 2025 and 11 closed out, a net change of +7 holders.
  • The largest Univest Financial buyer in Q1 2025 was Allianz Asset Management, an estimated $5.17M added.
  • The largest Univest Financial seller in Q1 2025 was State Street, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2025.