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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$467K
DWM
102
Dakota Wealth Management
Florida
$448K
Rafferty Asset Management
103
Rafferty Asset Management
New York
$441K
Mirae Asset Global ETFs Holdings
104
Mirae Asset Global ETFs Holdings
Hong Kong
$433K
Citadel Advisors
105
Citadel Advisors
Florida
$432K
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$431K
Natixis Advisors
107
Natixis Advisors
Massachusetts
$413K
First Manhattan
108
First Manhattan
New York
$407K
CSP
109
Cary Street Partners
Virginia
$392K
IA
110
Insight Advisors
Pennsylvania
$385K
UCFA
111
United Capital Financial Advisors
Texas
$385K
First Trust Advisors
112
First Trust Advisors
Illinois
$379K
AWP
113
Abacus Wealth Partners
California
$377K
PCM
114
Polymer Capital Management
New York
$364K
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$348K
Cerity Partners
116
Cerity Partners
New York
$342K
WA
117
WealthTrust Axiom
Pennsylvania
$335K
OQS
118
Occudo Quantitative Strategies
Florida
$328K
SLG
119
Stanley-Laman Group
Pennsylvania
$324K
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$314K
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$305K
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$279K
QCG
123
Quadrant Capital Group
Ohio
$271K
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$271K
Empower Advisory Group
125
Empower Advisory Group
Colorado
$269K