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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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.81M
2 +$4.02M
3 +$2.29M
4
Morgan Stanley
Morgan Stanley
New York
+$1.36M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$172K
SAM
127
Shell Asset Management
Netherlands
$159K
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$147K
Canada Life
129
Canada Life
Manitoba, Canada
$118K
ACM
130
Aquatic Capital Management
Illinois
$110K
Royal Bank of Canada
131
Royal Bank of Canada
Ontario, Canada
$102K
TRCT
132
Tower Research Capital (TRC)
New York
$96.9K
S
133
SignatureFD
Georgia
$87.4K
AIP
134
Ameritas Investment Partners
Nebraska
$86K
GWM
135
Geneos Wealth Management
Colorado
$85.4K
WSFS
136
Wilmington Savings Fund Society
Delaware
$84.2K
BGA
137
Battery Global Advisors
Massachusetts
$78.8K
PA
138
Parallel Advisors
California
$67.8K
Russell Investments Group
139
Russell Investments Group
United Kingdom
$42.3K
MAM
140
Meeder Asset Management
Ohio
$32.8K
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$30K
AB
142
Amalgamated Bank
New York
$30K
US Bancorp
143
US Bancorp
Minnesota
$23.4K
GI
144
GAMMA Investing
California
$20.3K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$18.6K
PD
146
Point72 (DIFC)
United Arab Emirates
$17.8K
BBPWM
147
Blue Bell Private Wealth Management
Pennsylvania
$16.5K
WA
148
WPG Advisers
Maryland
$14.7K
EWA
149
EverSource Wealth Advisors
Alabama
$13.1K
Bessemer Group
150
Bessemer Group
New Jersey
$11K