UVSP icon

Univest Financial

184 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, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
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
AF
151
Allworth Financial
California
$11.1K
Bessemer Group
152
Bessemer Group
New Jersey
$11K
VCM
153
Versant Capital Management
Arizona
$9.04K
QT
154
Quantbot Technologies
New York
$8.62K
BNP Paribas Asset Management
155
BNP Paribas Asset Management
France
$8K
Federated Hermes
156
Federated Hermes
Pennsylvania
$6.06K
FHC
157
First Horizon Corporation
Tennessee
$6.06K
HCA
158
Harbor Capital Advisors
Illinois
$6K
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$5.82K
Optiver Holding
160
Optiver Holding
Netherlands
$4.98K
STB
161
S&T Bank
Pennsylvania
$4.92K
IA
162
IFP Advisors
Florida
$4.23K
GEA
163
Glen Eagle Advisors
New Jersey
$3.72K
Osaic Holdings
164
Osaic Holdings
Arizona
$3.66K
EPW
165
Evergreen Private Wealth
Colorado
$2.61K
CSPIA
166
Cary Street Partners Investment Advisory
Virginia
$2.58K
BFS
167
Bare Financial Services
Pennsylvania
$2.28K
RIL
168
Rothschild Investment LLC
Illinois
$2.07K
PTC
169
Private Trust Company
Ohio
$1.86K
JSAM
170
J. Safra Asset Management
New York
$1.71K
TWD
171
True Wealth Design
Ohio
$1.65K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$1.62K
MCM
173
MAI Capital Management
Ohio
$1.47K
HI
174
Harbour Investments
Wisconsin
$1.38K
LFG
175
Larson Financial Group
Missouri
$1.35K