Univest Financial
UVSP
179 hedge funds and large institutions have $645M invested in Univest Financial in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
3% more funds holding
Funds holding: 174 → 179 (+5)
0.55% more ownership
Funds ownership: 77.93% → 78.48% (+0.55%)
3% less capital invested
Capital invested by funds: $668M → $645M (-$22.3M)
7% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$5.17M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.37M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$2.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.06M |
| 5 |
Jane Street
New York
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$3.21M |
| 2 |
Morgan Stanley
New York
|
-$2.67M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$2.56M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.44M |
| 5 |
RA
Royce & Associates
New York
|
-$1.51M |
UVSP Hedge Fund Activity: Q1 2025 in Review
179 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q1 2025, worth a combined $645M — down 3.3% from $668M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UVSP positions and 11 closed out — a net gain of 7 holders — while 57 added to existing stakes and 61 trimmed.
The largest buyer was Allianz Asset Management, opening a new position worth an estimated $5.17M. The largest seller was State Street, cutting an estimated $3.21M.
- 179 institutional investors held Univest Financial (UVSP) as of Q1 2025, up from 174 in Q4 2024.
- Funds reported $645M of Univest Financial stock for Q1 2025, down 3.3% quarter-over-quarter.
- 18 funds opened new Univest Financial positions in Q1 2025 and 11 closed out, a net change of +7 holders.
- The largest Univest Financial buyer in Q1 2025 was Allianz Asset Management, an estimated $5.17M added.
- The largest Univest Financial seller in Q1 2025 was State Street, an estimated $3.21M sold.
Based on aggregated 13F filings for Q1 2025.