Univest Financial
UVSP
197 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, 64 increasing their positions, 61 reducing their positions, and 12 closing their positions.
150% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 12
8% more capital invested
Capital invested by funds: $668M → $722M (+$54.5M)
6% more funds holding
Funds holding: 185 → 197 (+12)
5% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 61
0.25% more ownership
Funds ownership: 77.21% → 77.46% (+0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UF
Univest Financial
Souderton,
Pennsylvania
|
+$3.51M |
| 2 |
Goldman Sachs
New York
|
+$3.27M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$2.86M |
| 4 |
AG
Algert Global
San Francisco,
California
|
+$1.55M |
| 5 |
Morgan Stanley
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$5.26M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$4.15M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$3.42M |
| 4 |
Millennium Management
New York
|
-$2.98M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHCM
201
Brevan Howard Capital Management
St. Helier,
Jersey
| – | -$419K | -13,974 | Closed |
|
|
SCM
202
Semanteon Capital Management
Newton,
Massachusetts
| – | -$358K | -11,912 | Closed |
|
|
ZIM
203
Zacks Investment Management
Chicago,
Illinois
| – | -$294K | -9,797 | Closed |
|
|
TSS
204
Two Sigma Securities
New York
| – | -$203K | -6,770 | Closed |
|
205
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| – | -$147K | -4,892 | Closed |
|
|
EPW
206
Evergreen Private Wealth
Greenwood Village,
Colorado
| – | -$2.61K | -87 | Closed |
|
|
BFS
207
Bare Financial Services
Gap,
Pennsylvania
| – | -$2.28K | -76 | Closed |
|
|
PS
208
Principal Securities
Des Moines,
Iowa
| – | -$420 | -14 | Closed |
|
|
SS
209
Sunbelt Securities
Houston,
Texas
| – | -$60 | -2 | Closed |
|
UVSP Hedge Fund Activity: Q4 2025 in Review
197 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q4 2025, worth a combined $722M — up 8.2% from $668M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UVSP positions and 12 closed out — a net gain of 18 holders — while 64 added to existing stakes and 61 trimmed.
The largest buyer was Univest Financial, adding an estimated $3.51M. The largest seller was Allianz Asset Management, cutting an estimated $5.26M.
- 197 institutional investors held Univest Financial (UVSP) as of Q4 2025, up from 185 in Q3 2025.
- Funds reported $722M of Univest Financial stock for Q4 2025, up 8.2% quarter-over-quarter.
- 30 funds opened new Univest Financial positions in Q4 2025 and 12 closed out, a net change of +18 holders.
- The largest Univest Financial buyer in Q4 2025 was Univest Financial, an estimated $3.51M added.
- The largest Univest Financial seller in Q4 2025 was Allianz Asset Management, an estimated $5.26M sold.
Based on aggregated 13F filings for Q4 2025.