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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
Bessemer Group
151
Bessemer Group
New Jersey
$11K
MCM
152
MAI Capital Management
Ohio
$10K
JSAM
153
J. Safra Asset Management
New York
$9.82K
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$8K
AF
155
Allworth Financial
California
$7.72K
BWL
156
Bogart Wealth LLC
Virginia
$7.51K
HCA
157
Harbor Capital Advisors
Illinois
$7K
FHA
158
First Horizon Advisors
Tennessee
$6.07K
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$5.83K
CMBA
160
C.M. Bidwell & Associates
Hawaii
$5.05K
IA
161
IFP Advisors
Florida
$3.99K
GEA
162
Glen Eagle Advisors
New Jersey
$3.73K
Federated Hermes
163
Federated Hermes
Pennsylvania
$3.24K
WA
164
Whipplewood Advisors
Colorado
$2.61K
EPW
165
Evergreen Private Wealth
Colorado
$2.61K
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$2.58K
RIL
167
Rothschild Investment LLC
Illinois
$2.4K
STB
168
S&T Bank
Pennsylvania
$1.98K
PTC
169
Private Trust Company
Ohio
$1.86K
LFG
170
Larson Financial Group
Missouri
$1.35K
VCM
171
Versant Capital Management
Arizona
$991
HI
172
Harbour Investments
Wisconsin
$811
PWA
173
Physician Wealth Advisors
Utah
$721
BFS
174
Bare Financial Services
Pennsylvania
$691
PS
175
Principal Securities
Iowa
$421