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Univest Financial

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: 179183 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
101
Zacks Investment Management
Illinois
$336K -$3.06K -105 -0.9%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$321K -$5.59K -192 -2%
GCP
103
GSA Capital Partners
United Kingdom
$320K +$310K +10,665 New
Squarepoint
104
Squarepoint
New York
$314K +$61.7K +2,120 +25%
WA
105
WealthTrust Axiom
Pennsylvania
$307K
SLG
106
Stanley-Laman Group
Pennsylvania
$297K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$295K +$29.4K +1,010 +11%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$288K
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$280K
VOYA Investment Management
110
VOYA Investment Management
Georgia
$279K +$2.85K +98 +1%
VF
111
Virtu Financial
New York
$268K +$260K +8,935 New
ASRS
112
Arizona State Retirement System
Arizona
$254K +$4.42K +152 +2%
BHCM
113
Brevan Howard Capital Management
Jersey
$252K +$244K +8,390 New
QCG
114
Quadrant Capital Group
Ohio
$250K -$11.2K -386 -4%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$249K
B
116
Bailard
California
$240K
PCM
117
Polymer Capital Management
New York
$234K -$84.5K -2,902 -27%
HI
118
Hendershot Investments
Virginia
$231K
ECM
119
Evergreen Capital Management
Washington
$216K -$24K -823 -10%
TCOV
120
Trust Company of Vermont
Vermont
$210K
CIP
121
Cornerstone Investment Partners
Georgia
$210K +$204K +6,996 New
PFSRSONJ
122
Police & Firemen's Retirement System of New Jersey
New Jersey
$209K +$26K +892 +15%
TSS
123
Two Sigma Securities
New York
$203K -$31.4K -1,078 -14%
Comerica Bank
124
Comerica Bank
Texas
$199K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$172K -$4.02K -138 -2%

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.