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Univest Financial
UVSP

197 hedge funds and large institutions have $722M invested in Univest Financial in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 12

8% more capital invested

Capital invested by funds: $668M → $722M (+$54.5M)

6% more funds holding

Funds holding: 185 → 197 (+12)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

0.25% more ownership

Funds ownership: 77.21% → 77.46% (+0.25%)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
64
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UF
Univest Financial
Pennsylvania
+$3.51M
2
Goldman Sachs
Goldman Sachs
New York
+$3.27M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$2.86M
4
AG
Algert Global
California
+$1.55M
5
Morgan Stanley
Morgan Stanley
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$5.26M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.15M
3
EF
Empowered Funds
Pennsylvania
-$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
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$474K – – –
SF
102
Summit Financial
New Jersey
$468K +$3.67K +117 +0.8%
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$467K +$35.7K +1,140 +9%
DWM
104
Dakota Wealth Management
Florida
$448K +$429K +13,685 New
Rafferty Asset Management
105
Rafferty Asset Management
New York
$441K -$204K -6,516 -33%
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$433K -$1.16K -37 -0.3%
Citadel Advisors
107
Citadel Advisors
Florida
$432K +$413K +13,186 New
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$431K – – –
Natixis Advisors
109
Natixis Advisors
Massachusetts
$413K +$35.3K +1,127 +10%
First Manhattan
110
First Manhattan
New York
$407K – – –
CSP
111
Cary Street Partners
Virginia
$392K – – –
IA
112
Insight Advisors
Pennsylvania
$385K – – –
UCFA
113
United Capital Financial Advisors
Texas
$385K +$368K +11,749 New
First Trust Advisors
114
First Trust Advisors
Illinois
$379K -$142K -4,525 -28%
AWP
115
Abacus Wealth Partners
California
$377K +$361K +11,515 New
PCM
116
Polymer Capital Management
New York
$364K +$45.7K +1,458 +15%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$348K -$219 -7 -0.1%
Cerity Partners
118
Cerity Partners
New York
$342K +$70.1K +2,238 +27%
WA
119
WealthTrust Axiom
Pennsylvania
$335K – – –
OQS
120
Occudo Quantitative Strategies
Florida
$328K +$25.2K +804 +9%
SLG
121
Stanley-Laman Group
Pennsylvania
$324K – – –
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$314K – – –
New York State Common Retirement Fund
123
New York State Common Retirement Fund
New York
$305K – – –
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$279K +$40.4K +1,290 +18%
QCG
125
Quadrant Capital Group
Ohio
$271K -$1.66K -53 -0.6%
3 4
5
6 7

UVSP Hedge Fund Activity: Q4 2025 in Review

197 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2025, worth a combined $722M — up 8.2% from $668M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new UVSP positions and 12 closed out — a net gain of 18 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Univest Financial, adding an estimated $3.51M. The largest seller was Allianz Asset Management, cutting an estimated $5.26M.

  • 197 institutional investors held Univest Financial (UVSP) as of Q4 2025, up from 185 in Q3 2025.
  • Funds reported $722M of Univest Financial stock for Q4 2025, up 8.2% quarter-over-quarter.
  • 30 funds opened new Univest Financial positions in Q4 2025 and 12 closed out, a net change of +18 holders.
  • The largest Univest Financial buyer in Q4 2025 was Univest Financial, an estimated $3.51M added.
  • The largest Univest Financial seller in Q4 2025 was Allianz Asset Management, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2025.