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Univest Financial

183 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $646M → $678M (+$32.4M)

2% more funds holding

Funds holding: 179183 (+4)

0.35% less ownership

Funds ownership: 78.48%78.13% (-0.35%)

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$4.99M +$996K +34,220 +26%
N
27
Nuveen
North Carolina
$4.8M +$1.18M +40,604 +34%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.48M -$53.3K -1,830 -1%
UBS Group
29
UBS Group
Switzerland
$4.18M -$1.8M -61,679 -31%
Millennium Management
30
Millennium Management
New York
$4.02M +$3.89M +133,663 New
RA
31
Royce & Associates
New York
$3.95M
JP Morgan Chase
32
JP Morgan Chase
New York
$3.82M -$679K -23,312 -15%
Two Sigma Investments
33
Two Sigma Investments
New York
$3.35M +$1.27M +43,569 +64%
EF
34
Empowered Funds
Pennsylvania
$3.17M +$91.9K +3,157 +3%
Raymond James Financial
35
Raymond James Financial
Florida
$2.99M +$576K +19,774 +25%
Prudential Financial
36
Prudential Financial
New Jersey
$2.78M +$168K +5,771 +7%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$2.7M
UBS AM
38
UBS AM
Illinois
$2.59M +$1.14M +39,289 +84%
MAM
39
Martingale Asset Management
Massachusetts
$2.35M +$7.95K +273 +0.3%
Barclays
40
Barclays
United Kingdom
$2.31M +$596K +20,480 +36%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$2.27M +$836K +28,700 +61%
Creative Planning
42
Creative Planning
Kansas
$2.14M +$406K +13,939 +24%
Invesco
43
Invesco
Georgia
$1.92M -$447K -15,352 -19%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.66M -$26.2K -900 -2%
Franklin Resources
45
Franklin Resources
California
$1.5M +$61.7K +2,121 +4%
LCM
46
Logan Capital Management
Pennsylvania
$1.46M -$53.2K -1,827 -4%
Jane Street
47
Jane Street
New York
$1.44M -$108K -3,697 -7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.34M -$7.13K -245 -0.5%
PAM
49
Panagora Asset Management
Massachusetts
$1.28M -$553 -19 -0%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.28M -$30.3K -1,040 -2%

UVSP Hedge Fund Activity: Q2 2025 in Review

183 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2025, worth a combined $678M — up 5% from $646M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UVSP positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $5.64M. The largest seller was Pzena Investment Management, cutting an estimated $7.42M.

  • 183 institutional investors held Univest Financial (UVSP) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $678M of Univest Financial stock for Q2 2025, up 5% quarter-over-quarter.
  • 21 funds opened new Univest Financial positions in Q2 2025 and 15 closed out, a net change of +6 holders.
  • The largest Univest Financial buyer in Q2 2025 was Manulife (Manufacturers Life Insurance), an estimated $5.64M added.
  • The largest Univest Financial seller in Q2 2025 was Pzena Investment Management, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2025.