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Univest Financial

183 hedge funds and large institutions have $678M invested in Univest Financial in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $646M → $678M (+$32.4M)

2% more funds holding

Funds holding: 179183 (+4)

0.35% less ownership

Funds ownership: 78.48%78.13% (-0.35%)

Holders
183
Holders Change
+4
Holders Change %
+2.23%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
66
Reduced
52
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$97.1M -$5.39M -185,113 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78M -$318K -10,925 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57.4M -$1.19M -40,968 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$51.8M +$874K +30,021 +2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$44.3M +$5.64M +193,561 +15%
Pzena Investment Management
6
Pzena Investment Management
New York
$26.7M -$7.42M -254,932 -22%
State Street
7
State Street
Massachusetts
$26.2M +$633K +21,733 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$23.2M +$1.07M +36,662 +5%
American Century Companies
9
American Century Companies
Missouri
$20.7M +$172K +5,900 +0.9%
Renaissance Technologies
10
Renaissance Technologies
New York
$18.8M -$547K -18,780 -3%
UF
11
Univest Financial
Pennsylvania
$15.1M -$512K -17,580 -3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$10.8M +$2.22M +76,242 +27%
LI
13
Leeward Investments
Massachusetts
$10.4M -$382K -13,128 -4%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$10.2M +$870K +29,900 +10%
Northern Trust
15
Northern Trust
Illinois
$9.32M -$576K -19,785 -6%
AQR Capital Management
16
AQR Capital Management
Connecticut
$8.99M -$234K -8,044 -3%
Morgan Stanley
17
Morgan Stanley
New York
$8.14M +$1.32M +45,274 +20%
ECA
18
Endeavour Capital Advisors
Connecticut
$7.71M
Charles Schwab
19
Charles Schwab
California
$7.16M +$74.6K +2,561 +1%
Ameriprise
20
Ameriprise
Minnesota
$6.24M -$5.16M -177,280 -46%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$6.23M -$113K -3,891 -2%
BCM
22
Bridgeway Capital Management
Texas
$6.18M +$91.9K +3,157 +2%
Goldman Sachs
23
Goldman Sachs
New York
$5.95M -$765K -26,293 -12%
SEI Investments
24
SEI Investments
Pennsylvania
$5.87M +$458K +15,726 +9%
Allianz Asset Management
25
Allianz Asset Management
Germany
$5.52M +$263K +9,021 +5%

UVSP Hedge Fund Activity: Q2 2025 in Review

183 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q2 2025, worth a combined $678M — up 5% from $646M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UVSP positions and 15 closed out — a net gain of 6 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $5.64M. The largest seller was Pzena Investment Management, cutting an estimated $7.42M.

  • 183 institutional investors held Univest Financial (UVSP) as of Q2 2025, up from 179 in Q1 2025.
  • Funds reported $678M of Univest Financial stock for Q2 2025, up 5% quarter-over-quarter.
  • 21 funds opened new Univest Financial positions in Q2 2025 and 15 closed out, a net change of +6 holders.
  • The largest Univest Financial buyer in Q2 2025 was Manulife (Manufacturers Life Insurance), an estimated $5.64M added.
  • The largest Univest Financial seller in Q2 2025 was Pzena Investment Management, an estimated $7.42M sold.

Based on aggregated 13F filings for Q2 2025.