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Univest Financial

185 hedge funds and large institutions have $668M invested in Univest Financial in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

2% more funds holding

Funds holding: 182185 (+3)

0.93% less ownership

Funds ownership: 78.13%77.21% (-0.93%)

2% less capital invested

Capital invested by funds: $678M → $668M (-$10.3M)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
66
Reduced
49
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$203K +$31.9K +1,040 +18%
TSS
127
Two Sigma Securities
New York
$203K +$583 +19 +0.3%
AAP
128
Arax Advisory Partners
Colorado
$159K +$163K +5,304 New
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$147K
Canada Life
130
Canada Life
Manitoba, Canada
$119K
ACM
131
Aquatic Capital Management
Illinois
$105K -$4.73K -154 -4%
S
132
SignatureFD
Georgia
$87.1K -$246 -8 -0.3%
WSFS
133
Wilmington Savings Fund Society
Delaware
$84.1K
BGA
134
Battery Global Advisors
Massachusetts
$78.7K
AIP
135
Ameritas Investment Partners
Nebraska
$72.3K -$13.9K -454 -16%
PA
136
Parallel Advisors
California
$67.8K
SAM
137
Shell Asset Management
Netherlands
$64K -$96.9K -3,154 -60%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$59K -$43K -1,401 -42%
PAS
139
Point72 Asia (Singapore)
Singapore
$44K +$45K +1,466 New
SOADOR
140
State of Alaska Department of Revenue
Alaska
$34K +$35.5K +1,157 New
AB
141
Amalgamated Bank
New York
$30K
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$30K
TRCT
143
Tower Research Capital (TRC)
New York
$26.4K -$72K -2,344 -73%
PD
144
Point72 (DIFC)
United Arab Emirates
$25.2K +$7.62K +248 +42%
QL
145
Quarry LP
New York
$22.8K +$23.4K +761 New
GI
146
GAMMA Investing
California
$21K +$737 +24 +4%
US Bancorp
147
US Bancorp
Minnesota
$18.5K -$4.97K -162 -21%
EWA
148
EverSource Wealth Advisors
Alabama
$17.5K +$4.51K +147 +34%
BBPWM
149
Blue Bell Private Wealth Management
Pennsylvania
$16.5K
WA
150
WPG Advisers
Maryland
$15.2K +$522 +17 +3%

UVSP Hedge Fund Activity: Q3 2025 in Review

185 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2025, worth a combined $668M — down 1.5% from $678M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UVSP positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.37M. The largest seller was Ameriprise, cutting an estimated $4.7M.

  • 185 institutional investors held Univest Financial (UVSP) as of Q3 2025, up from 182 in Q2 2025.
  • Funds reported $668M of Univest Financial stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 26 funds opened new Univest Financial positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Univest Financial buyer in Q3 2025 was Goldman Sachs, an estimated $2.37M added.
  • The largest Univest Financial seller in Q3 2025 was Ameriprise, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2025.