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Univest Financial

182 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
67
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$172K -$4.15K -138 -2%
SAM
127
Shell Asset Management
Netherlands
$159K -$37.7K -1,251 -19%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$147K -$102K -3,392 -41%
Canada Life
129
Canada Life
Manitoba, Canada
$118K
ACM
130
Aquatic Capital Management
Illinois
$110K +$73.7K +2,452 +203%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$102K -$74.9K -2,473 -42%
TRCT
132
Tower Research Capital (TRC)
New York
$96.9K +$39.8K +1,324 +70%
S
133
SignatureFD
Georgia
$87.4K -$3.06K -102 -3%
AIP
134
Ameritas Investment Partners
Nebraska
$86K
GWM
135
Geneos Wealth Management
Colorado
$85.4K +$5.35K +178 +7%
WSFS
136
Wilmington Savings Fund Society
Delaware
$84.2K
BGA
137
Battery Global Advisors
Massachusetts
$78.8K
PA
138
Parallel Advisors
California
$67.8K -$391 -13 -0.6%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$42.3K +$42.3K +1,407 New
MAM
140
Meeder Asset Management
Ohio
$32.8K +$32.8K +1,091 New
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$30K +$270 +9 +0.9%
AB
142
Amalgamated Bank
New York
$30K
US Bancorp
143
US Bancorp
Minnesota
$23.4K
GI
144
GAMMA Investing
California
$20.3K +$7.78K +259 +62%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$18.6K
PD
146
Point72 (DIFC)
United Arab Emirates
$17.8K +$17.8K +593 New
BBPWM
147
Blue Bell Private Wealth Management
Pennsylvania
$16.5K
WA
148
WPG Advisers
Maryland
$14.7K +$5.74K +191 +64%
EWA
149
EverSource Wealth Advisors
Alabama
$13.1K +$11.4K +378 +641%
Bessemer Group
150
Bessemer Group
New Jersey
$11K