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Univest Financial

183 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $646M → $678M (+$32.4M)

2% more funds holding

Funds holding: 179183 (+4)

0.35% less ownership

Funds ownership: 78.48%78.13% (-0.35%)

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
126
Shell Asset Management
Netherlands
$159K -$36.4K -1,251 -19%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$147K -$98.8K -3,392 -41%
Canada Life
128
Canada Life
Manitoba, Canada
$118K
ACM
129
Aquatic Capital Management
Illinois
$110K +$71.4K +2,452 +203%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$102K -$72K -2,473 -42%
TRCT
131
Tower Research Capital (TRC)
New York
$96.9K +$38.5K +1,324 +70%
Osaic Holdings
132
Osaic Holdings
Arizona
$91.1K +$88.3K +3,034 New
S
133
SignatureFD
Georgia
$87.4K -$2.97K -102 -3%
AIP
134
Ameritas Investment Partners
Nebraska
$86K
GWM
135
Geneos Wealth Management
Colorado
$85.4K +$5.18K +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 -$378 -13 -0.6%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$42.3K +$41K +1,407 New
MAM
140
Meeder Asset Management
Ohio
$32.8K +$31.8K +1,091 New
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$30K +$262 +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 +$7.54K +259 +62%
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$18.6K
PD
146
Point72 (DIFC)
United Arab Emirates
$17.8K +$17.3K +593 New
BBPWM
147
Blue Bell Private Wealth Management
Pennsylvania
$16.5K
WA
148
WPG Advisers
Maryland
$14.7K +$5.56K +191 +64%
EWA
149
EverSource Wealth Advisors
Alabama
$13.1K +$11K +378 +641%
Bessemer Group
150
Bessemer Group
New Jersey
$11K

UVSP Hedge Fund Activity: Q2 2025 in Review

183 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2025, worth a combined $678M — up 5% from $646M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UVSP positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $5.64M. The largest seller was Pzena Investment Management, cutting an estimated $7.42M.

  • 183 institutional investors held Univest Financial (UVSP) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $678M of Univest Financial stock for Q2 2025, up 5% quarter-over-quarter.
  • 21 funds opened new Univest Financial positions in Q2 2025 and 15 closed out, a net change of +6 holders.
  • The largest Univest Financial buyer in Q2 2025 was Manulife (Manufacturers Life Insurance), an estimated $5.64M added.
  • The largest Univest Financial seller in Q2 2025 was Pzena Investment Management, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2025.