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Univest Financial

207 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
$236K
Puts
$1.67M
Net Calls
Net Calls Change
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
AIP
153
Ameritas Investment Partners
Nebraska
$82.5K
ACM
154
Aquatic Capital Management
Illinois
$78.1K
PA
155
Parallel Advisors
California
$77.5K
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$57K
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$53K
TRCT
158
Tower Research Capital (TRC)
New York
$50.4K
SOADOR
159
State of Alaska Department of Revenue
Alaska
$39K
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$34.3K
HCA
161
Harbor Capital Advisors
Illinois
$28K
GI
162
GAMMA Investing
California
$25.1K
AAP
163
Arax Advisory Partners
Colorado
$23.2K
US Bancorp
164
US Bancorp
Minnesota
$21.6K
EWA
165
EverSource Wealth Advisors
Alabama
$21.4K
BBPWM
166
Blue Bell Private Wealth Management
Pennsylvania
$18.8K
FFA
167
Farther Finance Advisors
California
$18K
EP
168
Essential Partners
California
$17K
PWPS
169
Pinnacle Wealth Planning Services
Ohio
$16.6K
GBT
170
Grove Bank & Trust
Florida
$16.6K
WA
171
WPG Advisers
Maryland
$16K
AF
172
Allworth Financial
California
$15.7K
BWL
173
Bogart Wealth LLC
Virginia
$15.1K
CMA
174
Cedar Mountain Advisors
Oregon
$14.9K
BNP Paribas Asset Management
175
BNP Paribas Asset Management
France
$14K