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Univest Financial

208 hedge funds and large institutions have $766M invested in Univest Financial in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

6% more capital invested

Capital invested by funds: $722M → $766M (+$43.9M)

6% more funds holding

Funds holding: 197208 (+11)

2.16% more ownership

Funds ownership: 77.46%79.62% (+2.2%)

86% less call options, than puts

Call options by funds: $236K | Put options by funds: $1.67M

Holders
208
Holders Change
+11
Holders Change %
+5.58%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
78
Reduced
54
Closed
16
Calls
$236K
Puts
$1.67M
Net Calls
-$1.43M
Net Calls Change
-$1.43M
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 +$9.5K +281 +407%
ASN
178
Advisory Services Network
Georgia
$11.2K +$11.1K +327 New
Federated Hermes
179
Federated Hermes
Pennsylvania
$9.28K +$4.97K +147 +119%
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 +$2.37K +70 +65%
STB
184
S&T Bank
Pennsylvania
$5.69K +$1.56K +46 +38%
MCM
185
MAI Capital Management
Ohio
$4.25K +$1.89K +56 +82%
GEA
186
Glen Eagle Advisors
New Jersey
$4.25K
Optiver Holding
187
Optiver Holding
Netherlands
$4.18K +$3.65K +108 +771%
HI
188
Harbour Investments
Wisconsin
$3.84K +$2.27K +67 +146%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.39K +$3.35K +99 New
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 +$1.69K +50 New
WA
195
Whipplewood Advisors
Colorado
$1.71K +$1.69K +50 New
LFG
196
Larson Financial Group
Missouri
$1.54K
Osaic Holdings
197
Osaic Holdings
Arizona
$1.13K
VCM
198
Versant Capital Management
Arizona
$1.13K
BWA
199
Basecamp Wealth Advisors
Washington
$1.03K +$1.01K +30 New
RFP
200
Root Financial Partners
California
$1.03K +$1.01K +30 New