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Univest Financial

179 hedge funds and large institutions have $646M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
57
Reduced
60
Closed
11
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
126
Trust Company of Vermont
Vermont
$199K
Comerica Bank
127
Comerica Bank
Texas
$188K -$936 -33 -0.5%
SAM
128
Shell Asset Management
Netherlands
$185K -$8.02K -283 -4%
PFSRSONJ
129
Police & Firemen's Retirement System of New Jersey
New Jersey
$172K
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$167K +$30.5K +1,076 +22%
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$166K +$4.57K +161 +3%
GWM
132
Geneos Wealth Management
Colorado
$154K +$130K +2,252 +545%
Canada Life
133
Canada Life
Manitoba, Canada
$112K
S
134
SignatureFD
Georgia
$85.4K -$1.96K -69 -2%
AIP
135
Ameritas Investment Partners
Nebraska
$81.2K
WSFS
136
Wilmington Savings Fund Society
Delaware
$79.5K
BGA
137
Battery Global Advisors
Massachusetts
$74.4K
PA
138
Parallel Advisors
California
$64.4K -$766 -27 -1%
TRCT
139
Tower Research Capital (TRC)
New York
$53.9K +$25.5K +898 +90%
LC
140
Lindbrook Capital
California
$42.7K -$652 -23 -2%
ACM
141
Aquatic Capital Management
Illinois
$34.2K +$34.2K +1,206 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$28.1K
AB
143
Amalgamated Bank
New York
$28K
US Bancorp
144
US Bancorp
Minnesota
$22.1K
CCM
145
Coldstream Capital Management
Washington
$17.8K +$17.8K +628 New
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$17.6K
BBPWM
147
Blue Bell Private Wealth Management
Pennsylvania
$15.6K
BWL
148
Bogart Wealth LLC
Virginia
$14.2K
SFG
149
Stonebridge Financial Group
Pennsylvania
$14.2K
JSAM
150
J. Safra Asset Management
New York
$13.2K +$681 +24 +5%