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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
151
Wilmington Savings Fund Society
Delaware
$96K
BGA
152
Battery Global Advisors
Massachusetts
$89.9K +$86.7K +2,564 +4,346%
AIP
153
Ameritas Investment Partners
Nebraska
$82.5K
ACM
154
Aquatic Capital Management
Illinois
$78.1K +$30.6K +904 +66%
PA
155
Parallel Advisors
California
$77.5K +$169 +5 +0.2%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$57K -$3.92K -116 -7%
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$53K +$52.5K +1,553 New
TRCT
158
Tower Research Capital (TRC)
New York
$50.4K -$13.4K -396 -21%
SOADOR
159
State of Alaska Department of Revenue
Alaska
$39K
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$34.3K +$68 +2 +0.2%
HCA
161
Harbor Capital Advisors
Illinois
$28K +$20.8K +616 +298%
GI
162
GAMMA Investing
California
$25.1K +$913 +27 +4%
AAP
163
Arax Advisory Partners
Colorado
$23.2K +$304 +9 +1%
US Bancorp
164
US Bancorp
Minnesota
$21.6K +$507 +15 +2%
EWA
165
EverSource Wealth Advisors
Alabama
$21.4K +$845 +25 +4%
BBPWM
166
Blue Bell Private Wealth Management
Pennsylvania
$18.8K
FFA
167
Farther Finance Advisors
California
$18K +$237 +7 +1%
EP
168
Essential Partners
California
$17K +$135 +4 +0.8%
PWPS
169
Pinnacle Wealth Planning Services
Ohio
$16.6K -$2.44K -72 -13%
GBT
170
Grove Bank & Trust
Florida
$16.6K
WA
171
WPG Advisers
Maryland
$16K -$1.35K -40 -8%
AF
172
Allworth Financial
California
$15.7K +$3.55K +105 +30%
BWL
173
Bogart Wealth LLC
Virginia
$15.1K
CMA
174
Cedar Mountain Advisors
Oregon
$14.9K +$14.7K +434 New
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$14K +$2.54K +75 +22%