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Univest Financial

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: 182185 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$1.27M +$54.4K +1,771 +4%
IWA
52
IVC Wealth Advisors
Pennsylvania
$1.2M
EFG
53
Everhart Financial Group
Ohio
$1.17M +$226K +7,364 +23%
SAM
54
Smartleaf Asset Management
Massachusetts
$1.12M +$7.12K +232 +0.6%
CIA
55
Compass Ion Advisors
Pennsylvania
$1.12M +$3.04K +99 +0.3%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.06M
YIH
57
Y-Intercept (HK)
Hong Kong
$1M +$1.03M +33,439 New
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$927K +$948K +30,887 New
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$908K +$929K +30,251 New
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$900K +$278K +9,055 +43%
Legal & General Group
61
Legal & General Group
United Kingdom
$892K -$27.9K -908 -3%
LPL Financial
62
LPL Financial
California
$825K +$365K +11,894 +76%
WCM
63
Wedge Capital Management
North Carolina
$813K +$7.95K +259 +1%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$807K +$31 +1 +0%
Teacher Retirement System of Texas
65
Teacher Retirement System of Texas
Texas
$782K -$4.51K -147 -0.6%
Deutsche Bank
66
Deutsche Bank
Germany
$780K +$132K +4,296 +20%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$754K +$84.5K +2,752 +12%
BWP
68
Bernardo Wealth Planning
Pennsylvania
$726K +$107K +3,484 +17%
CCIA
69
Campbell & Co Investment Adviser
Maryland
$719K -$244K -7,943 -25%
BBA
70
BLB&B Advisors
Pennsylvania
$718K -$46.1K -1,501 -6%
Wells Fargo
71
Wells Fargo
California
$715K +$111K +3,601 +18%
SG Americas Securities
72
SG Americas Securities
New York
$675K +$690K +22,475 New
Russell Investments Group
73
Russell Investments Group
United Kingdom
$665K +$637K +20,750 +1,475%
SO
74
STRS Ohio
Ohio
$654K +$24.6K +800 +4%
Citigroup
75
Citigroup
New York
$636K -$201K -6,537 -24%

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.