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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
HSA
51
Hussman Strategic Advisors
Maryland
$1.26M
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.22M +$26.2K +899 +2%
IWA
53
IVC Wealth Advisors
Pennsylvania
$1.2M
SAM
54
Smartleaf Asset Management
Massachusetts
$1.13M -$61.6K -2,117 -5%
CIA
55
Compass Ion Advisors
Pennsylvania
$1.12M +$2.82K +97 +0.3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.06M +$269K +9,250 +36%
CCIA
57
Campbell & Co Investment Adviser
Maryland
$958K +$214K +7,343 +30%
EFG
58
Everhart Financial Group
Ohio
$952K +$94K +3,228 +11%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$935K
Legal & General Group
60
Legal & General Group
United Kingdom
$920K +$66.7K +2,291 +8%
Citigroup
61
Citigroup
New York
$833K -$208K -7,137 -20%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$808K -$9.69K -333 -1%
WCM
63
Wedge Capital Management
North Carolina
$806K +$1.17K +40 +0.1%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$787K -$253K -8,682 -25%
BBA
65
BLB&B Advisors
Pennsylvania
$764K +$29 +1 +0%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$672K +$10.7K +369 +2%
CSS
67
Cubist Systematic Strategies
Connecticut
$671K +$650K +22,343 New
Deutsche Bank
68
Deutsche Bank
Germany
$651K -$124K -4,248 -16%
Victory Capital Management
69
Victory Capital Management
Texas
$631K -$243K -8,350 -28%
SO
70
STRS Ohio
Ohio
$631K
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$629K -$171K -5,865 -22%
BWP
72
Bernardo Wealth Planning
Pennsylvania
$621K +$255K +8,755 +73%
XT
73
XTX Topco
Cayman Islands
$620K +$374K +12,857 +165%
Wells Fargo
74
Wells Fargo
California
$607K +$26.5K +910 +5%
Principal Financial Group
75
Principal Financial Group
Iowa
$606K +$587K +20,176 New

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.