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Univest Financial
UVSP

197 hedge funds and large institutions have $722M invested in Univest Financial in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $668M → $722M (+$54.5M)

6% more funds holding

Funds holding: 185 → 197 (+12)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0.25% more ownership

Funds ownership: 77.21% → 77.46% (+0.25%)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
64
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UF
Univest Financial
Pennsylvania
+$3.51M
2
Goldman Sachs
Goldman Sachs
New York
+$3.27M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$2.86M
4
AG
Algert Global
California
+$1.55M
5
Morgan Stanley
Morgan Stanley
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$5.26M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.15M
3
EF
Empowered Funds
Pennsylvania
-$3.42M
4
Millennium Management
Millennium Management
New York
-$2.98M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.65M -$210K -6,693 -4%
Two Sigma Investments
27
Two Sigma Investments
New York
$4.58M +$253K +8,078 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.44M -$80.2K -2,561 -2%
Raymond James Financial
29
Raymond James Financial
Florida
$3.11M -$206K -6,572 -6%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$2.99M +$2.86M +91,440 New
Prudential Financial
31
Prudential Financial
New Jersey
$2.96M -$59.6K -1,904 -2%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$2.89M +$312K +9,951 +13%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.72M +$97.1K +3,100 +4%
RA
34
Royce & Associates
New York
$2.57M -$1.31M -41,802 -35%
MAM
35
Martingale Asset Management
Massachusetts
$2.56M -$24.1K -768 -1%
Millennium Management
36
Millennium Management
New York
$2.48M -$2.98M -95,068 -56%
Creative Planning
37
Creative Planning
Kansas
$2.47M +$140K +4,472 +6%
Barclays
38
Barclays
United Kingdom
$2.25M +$390K +12,450 +22%
Ameriprise
39
Ameriprise
Minnesota
$1.94M +$142K +4,533 +8%
UBS AM
40
UBS AM
Illinois
$1.88M +$237K +7,571 +15%
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.86M +$47K +1,500 +3%
TI
42
Trexquant Investment
Connecticut
$1.83M +$88.9K +2,838 +5%
Franklin Resources
43
Franklin Resources
California
$1.7M +$33.9K +1,082 +2%
UBS Group
44
UBS Group
Switzerland
$1.65M -$883K -28,189 -36%
AG
45
Algert Global
California
$1.62M +$1.55M +49,574 New
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$1.6M +$559K +17,859 +58%
LCM
47
Logan Capital Management
Pennsylvania
$1.59M – – –
YIH
48
Y-Intercept (HK)
Hong Kong
$1.51M +$394K +12,572 +38%
Jane Street
49
Jane Street
New York
$1.42M -$319K -10,194 -19%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$1.42M +$25.5K +815 +2%
1
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UVSP Hedge Fund Activity: Q4 2025 in Review

197 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2025, worth a combined $722M — up 8.2% from $668M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UVSP positions and 12 closed out — a net gain of 18 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Univest Financial, adding an estimated $3.51M. The largest seller was Allianz Asset Management, cutting an estimated $5.26M.

  • 197 institutional investors held Univest Financial (UVSP) as of Q4 2025, up from 185 in Q3 2025.
  • Funds reported $722M of Univest Financial stock for Q4 2025, up 8.2% quarter-over-quarter.
  • 30 funds opened new Univest Financial positions in Q4 2025 and 12 closed out, a net change of +18 holders.
  • The largest Univest Financial buyer in Q4 2025 was Univest Financial, an estimated $3.51M added.
  • The largest Univest Financial seller in Q4 2025 was Allianz Asset Management, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2025.