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Univest Financial
UVSP

185 hedge funds and large institutions have $668M invested in Univest Financial in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

2% more funds holding

Funds holding: 182 → 185 (+3)

0.93% less ownership

Funds ownership: 78.13% → 77.21% (-0.93%)

2% less capital invested

Capital invested by funds: $678M → $668M (-$10.3M)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
66
Reduced
49
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.37M
2
TI
Trexquant Investment
Connecticut
+$1.63M
3
Millennium Management
Millennium Management
New York
+$1.14M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.04M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.7M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.55M
3
BlackRock
BlackRock
New York
-$4.35M
4
UBS Group
UBS Group
Switzerland
-$1.86M
5
PAM
Panagora Asset Management
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$5.13M +$1.14M +37,194 +28%
N
27
Nuveen
North Carolina
$4.8M – – –
Bank of New York Mellon
28
Bank of New York Mellon
New York
$4.47M -$4.67K -152 -0.1%
JP Morgan Chase
29
JP Morgan Chase
New York
$4.15M +$336K +10,935 +9%
Two Sigma Investments
30
Two Sigma Investments
New York
$3.96M +$622K +20,265 +18%
RA
31
Royce & Associates
New York
$3.61M -$337K -10,978 -8%
EF
32
Empowered Funds
Pennsylvania
$3.42M +$257K +8,374 +8%
Raymond James Financial
33
Raymond James Financial
Florida
$3.05M +$55.9K +1,821 +2%
Prudential Financial
34
Prudential Financial
New Jersey
$2.77M +$614 +20 +0%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$2.4M +$132K +4,300 +6%
MAM
36
Martingale Asset Management
Massachusetts
$2.37M +$22.4K +731 +0.9%
UBS Group
37
UBS Group
Switzerland
$2.36M -$1.86M -60,455 -43%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$2.35M -$354K -11,528 -13%
Creative Planning
39
Creative Planning
Kansas
$2.13M -$2.09K -68 -0.1%
Barclays
40
Barclays
United Kingdom
$1.69M -$639K -20,801 -27%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.66M – – –
Ameriprise
42
Ameriprise
Minnesota
$1.65M -$4.7M -153,023 -74%
Jane Street
43
Jane Street
New York
$1.61M +$168K +5,474 +11%
TI
44
Trexquant Investment
Connecticut
$1.59M +$1.63M +53,005 New
Invesco
45
Invesco
Georgia
$1.55M -$378K -12,299 -19%
Franklin Resources
46
Franklin Resources
California
$1.53M +$29.9K +974 +2%
UBS AM
47
UBS AM
Illinois
$1.5M -$1.11M -36,169 -42%
LCM
48
Logan Capital Management
Pennsylvania
$1.46M – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.32M -$21.5K -699 -2%
CSS
50
Cubist Systematic Strategies
Connecticut
$1.3M +$646K +21,025 +94%
1
2
3 4 5

UVSP Hedge Fund Activity: Q3 2025 in Review

185 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2025, worth a combined $668M — down 1.5% from $678M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UVSP positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.37M. The largest seller was Ameriprise, cutting an estimated $4.7M.

  • 185 institutional investors held Univest Financial (UVSP) as of Q3 2025, up from 182 in Q2 2025.
  • Funds reported $668M of Univest Financial stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 26 funds opened new Univest Financial positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Univest Financial buyer in Q3 2025 was Goldman Sachs, an estimated $2.37M added.
  • The largest Univest Financial seller in Q3 2025 was Ameriprise, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2025.