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First United
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Overview Fund Activity

63 hedge funds and large institutions have $92.4M invested in First United in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 15 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
22
Reduced
12
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$10.3M
2
FL
2
Fourthstone LLC
Missouri
$2.97M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.34M
4
HIM
4
Hillsdale Investment Management
Ontario, Canada
$1.63M
5
State Street
5
State Street
Massachusetts
$2.08M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
Millennium Management
2
Millennium Management
New York
$1.14M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$993K
Name Market Value Shares Shares
Change 		Shares
Change %
HAM
26
HoldCo Asset Management
Florida
$645K 20,804 +20,804 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$618K 19,935 +3,010 +18%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$588K 18,959 -11,357 -37%
Charles Schwab
29
Charles Schwab
California
$557K 17,974 +17,974 New
TI
30
Trexquant Investment
Connecticut
$510K 16,445 -5,769 -26%
LSV Asset Management
31
LSV Asset Management
Illinois
$493K 15,900 – –
Barclays
32
Barclays
United Kingdom
$370K 11,929 -1,044 -8%
Invesco
33
Invesco
Georgia
$344K 11,105 +364 +3%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$339K 10,929 +3,028 +38%
RWM
35
Ritholtz Wealth Management
New York
$310K 10,011 -5,686 -36%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$304K 9,800 +9,800 New
CC
37
Corton Capital
Ontario, Canada
$265K 8,547 +8,547 New
NL
38
Nuveen LLC
North Carolina
$243K 7,837 +7,837 New
Lazard Asset Management
39
Lazard Asset Management
New York
$234K 7,547 -2,399 -24%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$201K 6,479 +5,575 +617%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$178K 5,736 +5,736 New
Bank of America
42
Bank of America
North Carolina
$162K 5,217 +3,167 +154%
LCM
43
Logan Capital Management
Pennsylvania
$154K 4,951 – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$148K 4,777 +4,777 New
UBS Group
45
UBS Group
Switzerland
$141K 4,545 -3,714 -45%
Wells Fargo
46
Wells Fargo
California
$120K 3,864 +3,328 +621%
MIM
47
MetLife Investment Management
New Jersey
$116K 3,733 +3,733 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$105K 3,400 +3,400 New
Mirae Asset Global ETFs Holdings
49
Mirae Asset Global ETFs Holdings
Hong Kong
$102K 3,293 +3,293 New
Citigroup
50
Citigroup
New York
$62.6K 2,019 -3,812 -65%
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