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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$538K -$5.78K -171 -1%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$517K +$27.5K +813 +6%
Mariner
103
Mariner
Kansas
$486K +$263K +7,765 +121%
LSV Asset Management
104
LSV Asset Management
Illinois
$483K -$27.1K -800 -5%
DWM
105
Dakota Wealth Management
Florida
$469K
SF
106
Summit Financial
New Jersey
$463K -$27K -797 -6%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$452K
Mirae Asset Global ETFs Holdings
108
Mirae Asset Global ETFs Holdings
Hong Kong
$451K -$2.1K -62 -0.5%
Amundi
109
Amundi
France
$440K +$434K +12,847 New
First Manhattan
110
First Manhattan
New York
$426K
Wells Fargo
111
Wells Fargo
California
$423K -$719K -21,247 -63%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$412K -$20K -591 -5%
CSP
113
Cary Street Partners
Virginia
$411K
UCFA
114
United Capital Financial Advisors
Texas
$406K +$3.28K +97 +0.8%
AWP
115
Abacus Wealth Partners
California
$402K +$7.07K +209 +2%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$395K +$398K +11,780 +392,667%
SCM
117
Sterling Capital Management
North Carolina
$375K -$219K -6,486 -37%
IA
118
Insight Advisors
Pennsylvania
$368K -$33.8K -1,000 -9%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$368K +$74.3K +2,197 +26%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$366K +$1.01K +30 +0.3%
Cerity Partners
121
Cerity Partners
New York
$355K -$2.87K -85 -0.8%
WA
122
WealthTrust Axiom
Pennsylvania
$350K
XT
123
XTX Topco
Cayman Islands
$349K +$345K +10,191 New
First Trust Advisors
124
First Trust Advisors
Illinois
$349K -$47.5K -1,405 -12%
IIM
125
INTECH Investment Management
Florida
$348K -$191K -5,653 -36%