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Univest Financial

185 hedge funds and large institutions have $668M invested in Univest Financial in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

2% more funds holding

Funds holding: 182185 (+3)

0.93% less ownership

Funds ownership: 78.13%77.21% (-0.93%)

2% less capital invested

Capital invested by funds: $678M → $668M (-$10.3M)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
66
Reduced
49
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
176
Larson Financial Group
Missouri
$1.35K
FFA
177
Farther Finance Advisors
California
$540 +$154 +5 +38%
PS
178
Principal Securities
Iowa
$420
TPBG
179
Turning Point Benefit Group
Maryland
$267 +$276 +9 New
SS
180
SBI Securities
Japan
$150
CA
181
Clearstead Advisors
Ohio
$91 +$92 +3 New
SS
182
Sunbelt Securities
Texas
$60 +$61 +2 New
TFM
183
TFC Financial Management
Massachusetts
$31
PAM
184
Panagora Asset Management
Massachusetts
-$1.28M -42,763 Closed
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
-$1.28M -42,720 Closed
HSA
186
Hussman Strategic Advisors
Maryland
-$1.26M -42,000 Closed
XT
187
XTX Topco
Cayman Islands
-$620K -20,653 Closed
Principal Financial Group
188
Principal Financial Group
Iowa
-$606K -20,176 Closed
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
-$432K -14,383 Closed
Man Group
190
Man Group
United Kingdom
-$369K -12,292 Closed
GCP
191
GSA Capital Partners
United Kingdom
-$320K -10,665 Closed
Squarepoint
192
Squarepoint
New York
-$314K -10,444 Closed
VOYA Investment Management
193
VOYA Investment Management
Georgia
-$279K -9,287 Closed
VF
194
Virtu Financial
New York
-$268K -8,935 Closed
B
195
Bailard
California
-$240K -8,000 Closed
CIP
196
Cornerstone Investment Partners
Georgia
-$210K -6,996 Closed
GWM
197
Geneos Wealth Management
Colorado
-$85.4K -2,843 Closed
MAM
198
Meeder Asset Management
Ohio
-$32.8K -1,091 Closed
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
-$18.6K -619 Closed
BWL
200
Bogart Wealth LLC
Virginia
-$7.51K -250 Closed

UVSP Hedge Fund Activity: Q3 2025 in Review

185 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2025, worth a combined $668M — down 1.5% from $678M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UVSP positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.37M. The largest seller was Ameriprise, cutting an estimated $4.7M.

  • 185 institutional investors held Univest Financial (UVSP) as of Q3 2025, up from 182 in Q2 2025.
  • Funds reported $668M of Univest Financial stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 26 funds opened new Univest Financial positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Univest Financial buyer in Q3 2025 was Goldman Sachs, an estimated $2.37M added.
  • The largest Univest Financial seller in Q3 2025 was Ameriprise, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2025.