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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
Bessemer Group
176
Bessemer Group
New Jersey
$13K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$12K
ASN
178
Advisory Services Network
Georgia
$11.2K
Federated Hermes
179
Federated Hermes
Pennsylvania
$9.28K
IA
180
IFP Advisors
Florida
$8.29K
FHC
181
First Horizon Corporation
Tennessee
$6.92K
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$6.65K
RIL
183
Rothschild Investment LLC
Illinois
$6.06K
STB
184
S&T Bank
Pennsylvania
$5.69K
MCM
185
MAI Capital Management
Ohio
$4.25K
GEA
186
Glen Eagle Advisors
New Jersey
$4.25K
Optiver Holding
187
Optiver Holding
Netherlands
$4.18K
HI
188
Harbour Investments
Wisconsin
$3.84K
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.39K
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$2.95K
PTC
191
Private Trust Company
Ohio
$2.12K
TWD
192
True Wealth Design
Ohio
$1.95K
IAIM
193
International Assets Investment Management
Florida
$1.81K
RF
194
Rossby Financial
Florida
$1.74K
WA
195
Whipplewood Advisors
Colorado
$1.71K
LFG
196
Larson Financial Group
Missouri
$1.54K
Osaic Holdings
197
Osaic Holdings
Arizona
$1.13K
VCM
198
Versant Capital Management
Arizona
$1.13K
RFP
199
Root Financial Partners
California
$1.03K
SIC
200
SJS Investment Consulting
Ohio
$651