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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
EP
151
Essential Partners
California
$14.3K +$5.37K +175 +58%
AF
152
Allworth Financial
California
$11.1K +$3.47K +113 +44%
Bessemer Group
153
Bessemer Group
New Jersey
$11K
VCM
154
Versant Capital Management
Arizona
$9.04K +$8.23K +268 +812%
QT
155
Quantbot Technologies
New York
$8.62K +$8.81K +287 New
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$8K
Federated Hermes
157
Federated Hermes
Pennsylvania
$6.06K +$2.89K +94 +87%
FHC
158
First Horizon Corporation
Tennessee
$6.06K +$6.2K +202 New
HCA
159
Harbor Capital Advisors
Illinois
$6K -$184 -6 -3%
MPWT
160
MassMutual Private Wealth & Trust
Connecticut
$5.82K
Optiver Holding
161
Optiver Holding
Netherlands
$4.98K +$5.1K +166 New
STB
162
S&T Bank
Pennsylvania
$4.92K +$3.01K +98 +148%
IA
163
IFP Advisors
Florida
$4.14K +$583 +19 +16%
GEA
164
Glen Eagle Advisors
New Jersey
$3.72K
Osaic Holdings
165
Osaic Holdings
Arizona
$3.66K -$89.4K -2,912 -96%
EPW
166
Evergreen Private Wealth
Colorado
$2.61K
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$2.58K
BFS
168
Bare Financial Services
Pennsylvania
$2.28K +$1.63K +53 +230%
RIL
169
Rothschild Investment LLC
Illinois
$2.07K -$338 -11 -14%
PTC
170
Private Trust Company
Ohio
$1.86K
JSAM
171
J. Safra Asset Management
New York
$1.71K -$8.29K -270 -83%
TWD
172
True Wealth Design
Ohio
$1.65K +$1.29K +42 +323%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$1.62K +$1.66K +54 New
MCM
174
MAI Capital Management
Ohio
$1.47K -$8.75K -285 -85%
HI
175
Harbour Investments
Wisconsin
$1.38K +$583 +19 +70%

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.