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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$394K +$102K +3,328 +34%
First Manhattan
102
First Manhattan
New York
$373K – – –
CSP
103
Cary Street Partners
Virginia
$360K – – –
SCM
104
Semanteon Capital Management
Massachusetts
$358K +$366K +11,912 New
IA
105
Insight Advisors
Pennsylvania
$353K – – –
Natixis Advisors
106
Natixis Advisors
Massachusetts
$345K +$353K +11,497 New
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$320K -$1.29K -42 -0.4%
WA
108
WealthTrust Axiom
Pennsylvania
$307K – – –
SLG
109
Stanley-Laman Group
Pennsylvania
$297K – – –
ZIM
110
Zacks Investment Management
Illinois
$294K -$43.1K -1,402 -13%
PCM
111
Polymer Capital Management
New York
$290K +$57.6K +1,876 +24%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$288K – – –
New York State Common Retirement Fund
113
New York State Common Retirement Fund
New York
$280K – – –
OQS
114
Occudo Quantitative Strategies
Florida
$276K +$283K +9,201 New
A
115
AlphaQuest
New York
$260K -$267K -8,682 -50%
ASRS
116
Arizona State Retirement System
Arizona
$256K +$2.15K +70 +0.8%
QCG
117
Quadrant Capital Group
Ohio
$250K – – –
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$249K – – –
Cerity Partners
119
Cerity Partners
New York
$246K +$252K +8,210 New
Comerica Bank
120
Comerica Bank
Texas
$241K +$43.5K +1,416 +21%
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$241K +$32.7K +1,064 +15%
HI
122
Hendershot Investments
Virginia
$231K – – –
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$218K +$223K +7,246 New
TCOV
124
Trust Company of Vermont
Vermont
$210K – – –
ECM
125
Evergreen Capital Management
Washington
$208K -$7.68K -250 -3%
3 4
5
6 7

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.