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Universal Corp

218 hedge funds and large institutions have $1.11B invested in Universal Corp in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $1.77M

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

2% more funds holding

Funds holding: 213218 (+5)

2% more capital invested

Capital invested by funds: $1.09B → $1.11B (+$25.4M)

0.08% more ownership

Funds ownership: 80.48%80.55% (+0.08%)

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
73
Reduced
79
Closed
18
Calls
$3.07M
Puts
$1.77M
Net Calls
+$1.3M
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$211M -$4.85M -90,881 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$164M +$862K +16,170 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$104M -$991K -18,589 -1%
State Street
4
State Street
Massachusetts
$76M +$6.26M +117,505 +9%
Invesco
5
Invesco
Georgia
$55.9M +$85.9K +1,612 +0.2%
First Trust Advisors
6
First Trust Advisors
Illinois
$54.7M +$1.12M +20,981 +2%
Pzena Investment Management
7
Pzena Investment Management
New York
$51.1M -$189K -3,546 -0.4%
Charles Schwab
8
Charles Schwab
California
$32.7M +$395K +7,402 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$32.6M +$1.13M +21,167 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$21.1M -$561K -10,526 -3%
UBS Group
11
UBS Group
Switzerland
$19.9M +$80.6K +1,512 +0.4%
Goldman Sachs
12
Goldman Sachs
New York
$19.2M -$9.42M -176,657 -34%
Morgan Stanley
13
Morgan Stanley
New York
$19M +$1.01M +18,990 +6%
Boston Partners
14
Boston Partners
Massachusetts
$18.9M +$2.94M +55,170 +19%
Northern Trust
15
Northern Trust
Illinois
$15.9M -$134K -2,516 -0.9%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$14.9M +$55.9K +1,048 +0.4%
AAM
17
Advisors Asset Management
Colorado
$12.7M +$189K +3,547 +2%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$8.76M +$3.56M +66,686 +74%
AAA
19
Adams Asset Advisors
Texas
$8.47M
ProShare Advisors
20
ProShare Advisors
Maryland
$7.63M -$482K -9,042 -6%
DC
21
Davenport & Co
Virginia
$7.01M -$2.53M -47,515 -28%
Prudential Financial
22
Prudential Financial
New Jersey
$7M +$468K +8,782 +8%
Allianz Asset Management
23
Allianz Asset Management
Germany
$6.94M +$1.4M +26,210 +27%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.89M +$172K +3,219 +3%
TI
25
TrueMark Investments
Illinois
$5.45M +$3.6M +67,481 +227%

UVV Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Universal Corp (UVV) for Q1 2025, worth a combined $1.11B — up 2.3% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UVV positions and 18 closed out — a net gain of 10 holders — while 73 added to existing stakes and 79 trimmed.

The largest buyer was State Street, adding an estimated $6.26M. The largest seller was Goldman Sachs, cutting an estimated $9.42M.

  • 218 institutional investors held Universal Corp (UVV) as of Q1 2025, up from 213 in Q4 2024.
  • Funds reported $1.11B of Universal Corp stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 28 funds opened new Universal Corp positions in Q1 2025 and 18 closed out, a net change of +10 holders.
  • The largest Universal Corp buyer in Q1 2025 was State Street, an estimated $6.26M added.
  • The largest Universal Corp seller in Q1 2025 was Goldman Sachs, an estimated $9.42M sold.

Based on aggregated 13F filings for Q1 2025.