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Univest Financial

196 hedge funds and large institutions have $722M invested in Univest Financial in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
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
AB
151
Amalgamated Bank
New York
$29K
GI
152
GAMMA Investing
California
$23.1K
AAP
153
Arax Advisory Partners
Colorado
$21.8K
US Bancorp
154
US Bancorp
Minnesota
$20.2K
EWA
155
EverSource Wealth Advisors
Alabama
$19.7K
BGA
156
Battery Global Advisors
Massachusetts
$19.5K
PWPS
157
Pinnacle Wealth Planning Services
Ohio
$18.2K
BBPWM
158
Blue Bell Private Wealth Management
Pennsylvania
$18K
FFA
159
Farther Finance Advisors
California
$16.7K
WA
160
WPG Advisers
Maryland
$16.6K
GBT
161
Grove Bank & Trust
Florida
$15.8K
BWL
162
Bogart Wealth LLC
Virginia
$14.4K
Bessemer Group
163
Bessemer Group
New Jersey
$12K
AF
164
Allworth Financial
California
$11.5K
BNP Paribas Asset Management
165
BNP Paribas Asset Management
France
$11K
IA
166
IFP Advisors
Florida
$7.92K
HCA
167
Harbor Capital Advisors
Illinois
$7K
FHC
168
First Horizon Corporation
Tennessee
$6.61K
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$6.35K
Federated Hermes
170
Federated Hermes
Pennsylvania
$4.06K
GEA
171
Glen Eagle Advisors
New Jersey
$4.06K
CI
172
CX Institutional
Indiana
$4K
STB
173
S&T Bank
Pennsylvania
$3.93K
RIL
174
Rothschild Investment LLC
Illinois
$3.5K
ECSS
175
Eurizon Capital SGR SpA
$3.34K