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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
MCM
151
MAI Capital Management
Ohio
$10K +$8.71K +299 +854%
JSAM
152
J. Safra Asset Management
New York
$9.82K -$4.02K -138 -30%
EP
153
Essential Partners
California
$9.1K +$8.82K +303 New
BNP Paribas Asset Management
154
BNP Paribas Asset Management
France
$8K +$7.45K +256 New
AF
155
Allworth Financial
California
$7.72K +$2.15K +74 +40%
BWL
156
Bogart Wealth LLC
Virginia
$7.51K -$7.28K -250 -50%
HCA
157
Harbor Capital Advisors
Illinois
$7K +$2.5K +86 +66%
FHA
158
First Horizon Advisors
Tennessee
$6.07K +$1.02K +35 +21%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$5.83K -$408 -14 -7%
CMBA
160
C.M. Bidwell & Associates
Hawaii
$5.05K
IA
161
IFP Advisors
Florida
$3.99K +$3.09K +106 +815%
GEA
162
Glen Eagle Advisors
New Jersey
$3.73K
Federated Hermes
163
Federated Hermes
Pennsylvania
$3.24K +$582 +20 +23%
WA
164
Whipplewood Advisors
Colorado
$2.61K -$5.36K -184 -68%
EPW
165
Evergreen Private Wealth
Colorado
$2.61K +$2.53K +87 New
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$2.58K +$466 +16 +23%
RIL
167
Rothschild Investment LLC
Illinois
$2.4K +$728 +25 +45%
STB
168
S&T Bank
Pennsylvania
$1.98K +$1.92K +66 New
PTC
169
Private Trust Company
Ohio
$1.86K
LFG
170
Larson Financial Group
Missouri
$1.35K +$1.31K +45 New
VCM
171
Versant Capital Management
Arizona
$991
RWML
172
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$991
HI
173
Harbour Investments
Wisconsin
$811
PWA
174
Physician Wealth Advisors
Utah
$721 +$699 +24 New
BFS
175
Bare Financial Services
Pennsylvania
$691 +$670 +23 New

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.