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Univest Financial

185 hedge funds and large institutions have $668M invested in Univest Financial in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 49

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

2% more funds holding

Funds holding: 182185 (+3)

0.93% less ownership

Funds ownership: 78.13%77.21% (-0.93%)

2% less capital invested

Capital invested by funds: $678M → $668M (-$10.3M)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
66
Reduced
49
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.8M -$4.35M -141,663 -4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$77.7M -$207K -6,738 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57M -$386K -12,569 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$52.3M +$512K +16,682 +1%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.9M -$4.55M -148,034 -10%
Pzena Investment Management
6
Pzena Investment Management
New York
$26.7M +$82.7K +2,693 +0.3%
State Street
7
State Street
Massachusetts
$26.7M +$510K +16,599 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$24.1M +$893K +29,074 +4%
American Century Companies
9
American Century Companies
Missouri
$20.3M -$334K -10,878 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$19.3M +$547K +17,800 +3%
UF
11
Univest Financial
Pennsylvania
$15.2M +$71.3K +2,323 +0.5%
LI
12
Leeward Investments
Massachusetts
$10.2M -$235K -7,647 -2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$9.59M -$1.24M -40,424 -11%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$9.46M -$718K -23,371 -7%
Northern Trust
15
Northern Trust
Illinois
$9.3M -$13.5K -441 -0.1%
AQR Capital Management
16
AQR Capital Management
Connecticut
$9.06M +$71.9K +2,342 +0.8%
Goldman Sachs
17
Goldman Sachs
New York
$8.26M +$2.37M +77,215 +39%
ECA
18
Endeavour Capital Advisors
Connecticut
$7.72M +$14.8K +481 +0.2%
Charles Schwab
19
Charles Schwab
California
$7.18M +$32.5K +1,060 +0.4%
Morgan Stanley
20
Morgan Stanley
New York
$6.94M -$1.22M -39,797 -15%
SEI Investments
21
SEI Investments
Pennsylvania
$6.88M +$1.04M +33,772 +17%
BCM
22
Bridgeway Capital Management
Texas
$6.43M +$257K +8,374 +4%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$5.99M -$245K -7,971 -4%
Bank of America
24
Bank of America
North Carolina
$5.88M +$916K +29,822 +18%
Allianz Asset Management
25
Allianz Asset Management
Germany
$5.68M +$166K +5,393 +3%

UVSP Hedge Fund Activity: Q3 2025 in Review

185 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Univest Financial (UVSP) for Q3 2025, worth a combined $668M — down 1.5% from $678M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new UVSP positions and 21 closed out — a net gain of 5 holders — while 66 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.37M. The largest seller was Ameriprise, cutting an estimated $4.7M.

  • 185 institutional investors held Univest Financial (UVSP) as of Q3 2025, up from 182 in Q2 2025.
  • Funds reported $668M of Univest Financial stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 26 funds opened new Univest Financial positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Univest Financial buyer in Q3 2025 was Goldman Sachs, an estimated $2.37M added.
  • The largest Univest Financial seller in Q3 2025 was Ameriprise, an estimated $4.7M sold.

Based on aggregated 13F filings for Q3 2025.