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Universal Corp

230 hedge funds and large institutions have $1.05B invested in Universal Corp in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 81 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $7.28M | Put options by funds: $2.21M

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

2% more funds holding

Funds holding: 226230 (+4)

0% more capital invested

Capital invested by funds: $1.05B → $1.05B (+$3.51M)

0.32% more ownership

Funds ownership: 79.57%79.9% (+0.32%)

14% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 81

Holders
230
Holders Change
+4
Holders Change %
+1.77%
% of All Funds
2.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
70
Reduced
81
Closed
25
Calls
$7.28M
Puts
$2.21M
Net Calls
+$5.07M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Private Trust Company
Ohio
$10.2K
CAL
202
Capital Advisors Ltd
Ohio
$10K -$1.02K -19 -9%
UB
203
UMB Bank
Missouri
$8.38K -$161 -3 -2%
HNB
204
Huntington National Bank
Ohio
$7.27K
DAM
205
Delta Asset Management
Tennessee
$5.27K
PA
206
Parallel Advisors
California
$4.9K -$807 -15 -14%
FFO
207
Fortitude Family Office
Arizona
$4.32K
HI
208
Harbour Investments
Wisconsin
$3.95K
TPWA
209
Twin Peaks Wealth Advisors
California
$3.85K +$3.93K +73 New
RFP
210
Root Financial Partners
California
$3.06K +$3.12K +58 New
QL
211
Quarry LP
New York
$2.53K +$1.18K +22 +85%
IAIM
212
International Assets Investment Management
Florida
$2.41K
GGI
213
Godsey & Gibb Inc
Virginia
$2.19K
AAP
214
Arax Advisory Partners
Colorado
$1.21K -$13.1K -243 -91%
CSPIA
215
Cary Street Partners Investment Advisory
Virginia
$1.16K -$54 -1 -4%
AFC
216
Ares Financial Consulting
California
$1.15K
CFM
217
Cornerstone Financial Management
Massachusetts
$1.05K
KFAS
218
Keating Financial Advisory Services
Kansas
$1.05K +$1.08K +20 New
C
219
Covestor
United Kingdom
$1K +$108 +2 +13%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$948 -$161 -3 -14%
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$843 -$1.29K -24 -60%
RIL
222
Rothschild Investment LLC
Illinois
$791 -$269 -5 -25%
TFA
223
Transamerica Financial Advisors
Florida
$685 -$431 -8 -38%
MSWM
224
Mowery & Schoenfeld Wealth Management
Illinois
$633
BIA
225
Bell Investment Advisors
California
$580