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Univest Financial
UVSP

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: 179 → 183 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$5.64M
2
Millennium Management
Millennium Management
New York
+$3.89M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.22M
4
Morgan Stanley
Morgan Stanley
New York
+$1.32M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
-$7.42M
2
BlackRock
BlackRock
New York
-$5.39M
3
Ameriprise
Ameriprise
Minnesota
-$5.16M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.84M
5
UBS Group
UBS Group
Switzerland
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Armis Advisers
Georgia
$590K – – –
GF
77
Gabelli Funds
New York
$589K +$571K +19,597 New
IIM
78
INTECH Investment Management
Florida
$585K -$176K -6,045 -24%
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$580K -$117K -4,030 -17%
Rafferty Asset Management
80
Rafferty Asset Management
New York
$565K +$75.9K +2,608 +16%
First Trust Advisors
81
First Trust Advisors
Illinois
$562K +$28.8K +988 +6%
Universal-Beteiligungs- und Servicegesellschaft
82
Universal-Beteiligungs- und Servicegesellschaft
Germany
$528K +$140K +4,820 +38%
A
83
AlphaQuest
New York
$521K +$295K +10,135 +141%
KK
84
KLP Kapitalforvaltning
Norway
$520K – – –
MIM
85
MetLife Investment Management
New Jersey
$518K – – –
SCM
86
Sterling Capital Management
North Carolina
$497K +$8.04K +276 +2%
Mirae Asset Global ETFs Holdings
87
Mirae Asset Global ETFs Holdings
Hong Kong
$474K -$40.1K -1,377 -8%
LPL Financial
88
LPL Financial
California
$468K -$60.6K -2,081 -12%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$459K +$125K +4,286 +44%
AF
90
Apexium Financial
Texas
$450K -$11K -379 -2%
LSV Asset Management
91
LSV Asset Management
Illinois
$448K – – –
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$435K +$204K +7,012 +94%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$432K +$204K +7,000 +95%
AWS
94
Atria Wealth Solutions
New York
$416K – – –
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$396K – – –
IC
96
IEQ Capital
California
$377K +$130K +4,467 +55%
First Manhattan
97
First Manhattan
New York
$374K – – –
Man Group
98
Man Group
United Kingdom
$369K +$358K +12,292 New
CSP
99
Cary Street Partners
Virginia
$360K – – –
IA
100
Insight Advisors
Pennsylvania
$353K -$342K -11,750 -50%
2 3
4
5 6

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.