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Univest Financial

194 hedge funds and large institutions have $721M invested in Univest Financial in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
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 +$3.51M
2 +$3.27M
3 +$2.86M
4
AG
Algert Global
California
+$1.55M
5
Morgan Stanley
Morgan Stanley
New York
+$1.37M

Top Sellers

1 -$5.26M
2 -$4.15M
3 -$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
EFG
51
Everhart Financial Group
Ohio
$1.32M
Invesco
52
Invesco
Georgia
$1.28M
SAM
53
Smartleaf Asset Management
Massachusetts
$1.25M
CCIA
54
Campbell & Co Investment Adviser
Maryland
$1.25M
Connor, Clark & Lunn Investment Management (CC&L)
55
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.23M
CIA
56
Compass Ion Advisors
Pennsylvania
$1.22M
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.2M
AllianceBernstein
58
AllianceBernstein
Tennessee
$1.16M
A
59
AlphaQuest
New York
$1.15M
Wells Fargo
60
Wells Fargo
California
$1.1M
LPL Financial
61
LPL Financial
California
$1.02M
WCM
62
Wedge Capital Management
North Carolina
$879K
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$879K
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$838K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$816K
IQI
66
Integrated Quantitative Investments
Washington
$786K
BBA
67
BLB&B Advisors
Pennsylvania
$783K
Teacher Retirement System of Texas
68
Teacher Retirement System of Texas
Texas
$777K
BWP
69
Bernardo Wealth Planning
Pennsylvania
$770K
Legal & General Group
70
Legal & General Group
United Kingdom
$735K
IWA
71
IVC Wealth Advisors
Pennsylvania
$734K
Universal-Beteiligungs- und Servicegesellschaft
72
Universal-Beteiligungs- und Servicegesellschaft
Germany
$731K
Man Group
73
Man Group
United Kingdom
$711K
SG Americas Securities
74
SG Americas Securities
New York
$706K
Allianz Asset Management
75
Allianz Asset Management
Germany
$695K