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Univest Financial

194 hedge funds and large institutions have $721M invested in Univest Financial in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
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 +$3.51M
2 +$3.27M
3 +$2.86M
4
AG
Algert Global
California
+$1.55M
5
Morgan Stanley
Morgan Stanley
New York
+$1.37M

Top Sellers

1 -$5.26M
2 -$4.15M
3 -$3.42M
4
Millennium Management
Millennium Management
New York
-$2.98M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.47M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
151
Arax Advisory Partners
Colorado
$21.8K
US Bancorp
152
US Bancorp
Minnesota
$20.2K
EWA
153
EverSource Wealth Advisors
Alabama
$19.7K
BGA
154
Battery Global Advisors
Massachusetts
$19.5K
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$18.2K
BBPWM
156
Blue Bell Private Wealth Management
Pennsylvania
$18K
FFA
157
Farther Finance Advisors
California
$16.7K
WA
158
WPG Advisers
Maryland
$16.6K
GBT
159
Grove Bank & Trust
Florida
$15.8K
BWL
160
Bogart Wealth LLC
Virginia
$14.4K
Bessemer Group
161
Bessemer Group
New Jersey
$12K
AF
162
Allworth Financial
California
$11.5K
BNP Paribas Asset Management
163
BNP Paribas Asset Management
France
$11K
IA
164
IFP Advisors
Florida
$7.92K
HCA
165
Harbor Capital Advisors
Illinois
$7K
FHC
166
First Horizon Corporation
Tennessee
$6.61K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$6.35K
Federated Hermes
168
Federated Hermes
Pennsylvania
$4.06K
GEA
169
Glen Eagle Advisors
New Jersey
$4.06K
CI
170
CX Institutional
Indiana
$4K
STB
171
S&T Bank
Pennsylvania
$3.93K
RIL
172
Rothschild Investment LLC
Illinois
$3.5K
ECSS
173
Eurizon Capital SGR SpA
$3.34K
CSPIA
174
Cary Street Partners Investment Advisory
Virginia
$2.82K
TPBG
175
Turning Point Benefit Group
Maryland
$2.46K