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Univest Financial

182 hedge funds and large institutions have $668M invested in Univest Financial in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 21 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 +$2.32M
2 +$1.59M
3 +$1.12M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.01M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1M

Top Sellers

1 -$4.59M
2 -$4.44M
3 -$4.25M
4
UBS Group
UBS Group
Switzerland
-$1.81M
5
PAM
Panagora Asset Management
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$11K
VCM
152
Versant Capital Management
Arizona
$9.04K
QT
153
Quantbot Technologies
New York
$8.62K
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$8K
Federated Hermes
155
Federated Hermes
Pennsylvania
$6.06K
FHC
156
First Horizon Corporation
Tennessee
$6.06K
HCA
157
Harbor Capital Advisors
Illinois
$6K
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$5.82K
Optiver Holding
159
Optiver Holding
Netherlands
$4.98K
STB
160
S&T Bank
Pennsylvania
$4.92K
GEA
161
Glen Eagle Advisors
New Jersey
$3.72K
Osaic Holdings
162
Osaic Holdings
Arizona
$3.66K
EPW
163
Evergreen Private Wealth
Colorado
$2.61K
CSPIA
164
Cary Street Partners Investment Advisory
Virginia
$2.58K
BFS
165
Bare Financial Services
Pennsylvania
$2.28K
RIL
166
Rothschild Investment LLC
Illinois
$2.07K
PTC
167
Private Trust Company
Ohio
$1.86K
JSAM
168
J. Safra Asset Management
New York
$1.71K
TWD
169
True Wealth Design
Ohio
$1.65K
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$1.62K
MCM
171
MAI Capital Management
Ohio
$1.47K
HI
172
Harbour Investments
Wisconsin
$1.38K
LFG
173
Larson Financial Group
Missouri
$1.35K
FFA
174
Farther Finance Advisors
California
$540
PS
175
Principal Securities
Iowa
$420