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Univest Financial
UVSP

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: 182 → 185 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.37M
2
TI
Trexquant Investment
Connecticut
+$1.63M
3
Millennium Management
Millennium Management
New York
+$1.14M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.04M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.7M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.55M
3
BlackRock
BlackRock
New York
-$4.35M
4
UBS Group
UBS Group
Switzerland
-$1.86M
5
PAM
Panagora Asset Management
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
76
Victory Capital Management
Texas
$618K -$12.3K -400 -2%
Rafferty Asset Management
77
Rafferty Asset Management
New York
$600K +$37.1K +1,207 +6%
GF
78
Gabelli Funds
New York
$588K – – –
Universal-Beteiligungs- und Servicegesellschaft
79
Universal-Beteiligungs- und Servicegesellschaft
Germany
$560K +$33.2K +1,081 +6%
AA
80
Armis Advisers
Georgia
$549K – – –
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$546K -$398K -12,963 -42%
IIM
82
INTECH Investment Management
Florida
$537K -$48.5K -1,580 -8%
SC
83
Savant Capital
Illinois
$534K +$546K +17,784 New
SCM
84
Sterling Capital Management
North Carolina
$533K +$37.3K +1,214 +7%
KK
85
KLP Kapitalforvaltning
Norway
$519K – – –
MIM
86
MetLife Investment Management
New Jersey
$518K – – –
Los Angeles Capital Management
87
Los Angeles Capital Management
California
$502K -$79.8K -2,598 -13%
IC
88
IEQ Capital
California
$499K +$125K +4,066 +32%
First Trust Advisors
89
First Trust Advisors
Illinois
$484K -$79.7K -2,596 -14%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$478K +$58.3K +1,900 +14%
EGM
91
Engineers Gate Manager
New York
$454K +$465K +15,133 New
AF
92
Apexium Financial
Texas
$449K – – –
LSV Asset Management
93
LSV Asset Management
Illinois
$447K – – –
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$443K +$453K +14,766 New
QCM
95
Quantinno Capital Management
New York
$436K +$446K +14,508 New
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$434K – – –
SF
97
Summit Financial
New Jersey
$426K +$436K +14,191 New
BHCM
98
Brevan Howard Capital Management
Jersey
$419K +$171K +5,584 +67%
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$398K -$77.6K -2,527 -16%
Janus Henderson Group
100
Janus Henderson Group
United Kingdom
$396K – – –
2 3
4
5 6

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.