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Univest Financial

183 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $646M → $678M (+$32.4M)

2% more funds holding

Funds holding: 179183 (+4)

0.35% less ownership

Funds ownership: 78.48%78.13% (-0.35%)

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
176
Principal Securities
Iowa
$421
FFA
177
Farther Finance Advisors
California
$391
TWD
178
True Wealth Design
Ohio
$391 +$58 +2 +18%
SS
179
SBI Securities
Japan
$150
TFM
180
TFC Financial Management
Massachusetts
$31
TPWA
181
Twin Peaks Wealth Advisors
California
$30 +$29 +1 New
Assenagon Asset Management
182
Assenagon Asset Management
Luxembourg
-$2.84M -100,197 Closed
ECM
183
ExodusPoint Capital Management
New York
-$995K -35,089 Closed
Tudor Investment Corp
184
Tudor Investment Corp
Connecticut
-$965K -34,038 Closed
PRCP
185
Pacific Ridge Capital Partners
Oregon
-$621K -21,904 Closed
SG Americas Securities
186
SG Americas Securities
New York
-$570K -20,108 Closed
TI
187
Trexquant Investment
Connecticut
-$505K -17,796 Closed
KeyBank National Association
188
KeyBank National Association
Ohio
-$496K -17,500 Closed
CF
189
Corebridge Financial
Texas
-$402K -14,173 Closed
Citadel Advisors
190
Citadel Advisors
Florida
-$229K -8,065 Closed
Verition Fund Management
191
Verition Fund Management
Connecticut
-$227K -8,013 Closed
CCM
192
Coldstream Capital Management
Washington
-$17.8K -628 Closed
SFGP
193
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$14.2K -500 Closed
PFBT
194
Parkside Financial Bank & Trust
Missouri
-$568 -20 Closed
HNB
195
Huntington National Bank
Ohio
-$510 -18 Closed
SC
196
Stephens Consulting
Michigan
-$426 -15 Closed
HWM
197
Hemington Wealth Management
Virginia
-$29 -1 -4%

UVSP Hedge Fund Activity: Q2 2025 in Review

183 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2025, worth a combined $678M — up 5% from $646M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UVSP positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $5.64M. The largest seller was Pzena Investment Management, cutting an estimated $7.42M.

  • 183 institutional investors held Univest Financial (UVSP) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $678M of Univest Financial stock for Q2 2025, up 5% quarter-over-quarter.
  • 21 funds opened new Univest Financial positions in Q2 2025 and 15 closed out, a net change of +6 holders.
  • The largest Univest Financial buyer in Q2 2025 was Manulife (Manufacturers Life Insurance), an estimated $5.64M added.
  • The largest Univest Financial seller in Q2 2025 was Pzena Investment Management, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2025.