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Univest Financial

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.81M
2 +$4.02M
3 +$2.29M
4
Morgan Stanley
Morgan Stanley
New York
+$1.36M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.31M
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
IWA
53
IVC Wealth Advisors
Pennsylvania
$1.2M
SAM
54
Smartleaf Asset Management
Massachusetts
$1.13M
CIA
55
Compass Ion Advisors
Pennsylvania
$1.12M
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.06M
CCIA
57
Campbell & Co Investment Adviser
Maryland
$958K
EFG
58
Everhart Financial Group
Ohio
$952K
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$935K
Legal & General Group
60
Legal & General Group
United Kingdom
$920K
Citigroup
61
Citigroup
New York
$833K
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$808K
WCM
63
Wedge Capital Management
North Carolina
$806K
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$787K
BBA
65
BLB&B Advisors
Pennsylvania
$764K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$672K
CSS
67
Cubist Systematic Strategies
Connecticut
$671K
Deutsche Bank
68
Deutsche Bank
Germany
$651K
Victory Capital Management
69
Victory Capital Management
Texas
$631K
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
BWP
72
Bernardo Wealth Planning
Pennsylvania
$621K
XT
73
XTX Topco
Cayman Islands
$620K
Wells Fargo
74
Wells Fargo
California
$607K
Principal Financial Group
75
Principal Financial Group
Iowa
$606K