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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
CSPIA
176
Cary Street Partners Investment Advisory
Virginia
$2.82K
TPBG
177
Turning Point Benefit Group
Maryland
$2.46K
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$2.26K
MCM
179
MAI Capital Management
Ohio
$2.23K
PTC
180
Private Trust Company
Ohio
$2.03K
QL
181
Quarry LP
New York
$1.93K
TWD
182
True Wealth Design
Ohio
$1.87K
JSAM
183
J. Safra Asset Management
New York
$1.87K
IAIM
184
International Assets Investment Management
Florida
$1.7K
HI
185
Harbour Investments
Wisconsin
$1.51K
LFG
186
Larson Financial Group
Missouri
$1.47K
VCM
187
Versant Capital Management
Arizona
$1.08K
Osaic Holdings
188
Osaic Holdings
Arizona
$1.08K
C
189
Covestor
United Kingdom
$1K
Optiver Holding
190
Optiver Holding
Netherlands
$458
SIC
191
SJS Investment Consulting
Ohio
$197
SS
192
SBI Securities
Japan
$164
Jones Financial Companies
193
Jones Financial Companies
Missouri
$98
CA
194
Clearstead Advisors
Ohio
$66
TFM
195
TFC Financial Management
Massachusetts
$33
KFAS
196
Keating Financial Advisory Services
Kansas
$33
EF
197
Empowered Funds
Pennsylvania
Assenagon Asset Management
198
Assenagon Asset Management
Luxembourg
EGM
199
Engineers Gate Manager
New York
BHCM
200
Brevan Howard Capital Management
Jersey