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First United
FUNC

55 hedge funds and large institutions have $85.1M invested in First United in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

0.01% more ownership

Funds ownership: 43.8% → 43.8% (+0.01%)

0% more funds holding

Funds holding: 55 → 55 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

11% less capital invested

Capital invested by funds: $95.5M → $85.1M (-$10.5M)

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$3.69M
2
Marshall Wace
Marshall Wace
United Kingdom
+$1.35M
3
American Century Companies
American Century Companies
Missouri
+$1.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$927K
5
Morgan Stanley
Morgan Stanley
New York
+$724K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$9.4M
2
EC
EJF Capital
Virginia
-$1.22M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
-$403K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$386K
5
BlackRock
BlackRock
New York
-$368K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$782K +$354K +10,483 +67%
AOCA
27
Angel Oak Capital Advisors
Georgia
$772K -$67.4K -2,000 -7%
TI
28
Trexquant Investment
Connecticut
$667K +$35.7K +1,058 +5%
SSA
29
Schonfeld Strategic Advisors
New York
$585K +$129K +3,811 +24%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$508K – – –
Bank of New York Mellon
31
Bank of New York Mellon
New York
$488K +$27.3K +808 +5%
LSV Asset Management
32
LSV Asset Management
Illinois
$477K – – –
RWM
33
Ritholtz Wealth Management
New York
$471K -$172K -5,089 -24%
EI
34
EAM Investors
California
$444K -$160K -4,733 -24%
Barclays
35
Barclays
United Kingdom
$389K +$121K +3,599 +38%
HF
36
HRT Financial
New York
$386K +$434K +12,865 New
CSS
37
Cubist Systematic Strategies
Connecticut
$338K +$247K +7,333 +187%
Invesco
38
Invesco
Georgia
$322K -$103K -3,044 -22%
OAC
39
OMERS Administration Corp
Ontario, Canada
$312K +$351K +10,400 New
Lazard Asset Management
40
Lazard Asset Management
New York
$298K +$335K +9,946 New
UBS Group
41
UBS Group
Switzerland
$248K +$276K +8,197 +13,221%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$238K +$30.4K +900 +13%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$236K +$265K +7,860 New
JG
44
Jain Global
New York
$200K +$225K +6,676 New
Citigroup
45
Citigroup
New York
$175K -$61.2K -1,815 -24%
LCM
46
Logan Capital Management
Pennsylvania
$149K – – –
PAS
47
Point72 Asia (Singapore)
Singapore
$96.4K +$4.65K +138 +4%
Bank of America
48
Bank of America
North Carolina
$61.5K -$324K -9,598 -82%
SOW
49
State of Wyoming
Wyoming
$35.3K +$10.1K +299 +34%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$27.1K +$1.31K +39 +5%
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FUNC Hedge Fund Activity: Q1 2025 in Review

55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q1 2025, worth a combined $85.1M — down 11% from $95.5M a quarter earlier.

Fund positioning in FUNC was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 28 added to existing stakes and 13 trimmed.

The largest buyer was Millennium Management, adding an estimated $3.69M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $9.4M sold.

  • 55 institutional investors held First United (FUNC) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $85.1M of First United stock for Q1 2025, down 11% quarter-over-quarter.
  • 8 funds opened new First United positions in Q1 2025 and 8 closed out, a net change of 0 holders.
  • The largest First United buyer in Q1 2025 was Millennium Management, an estimated $3.69M added.
  • The largest First United seller in Q1 2025 was Fourthstone LLC, an estimated $9.4M sold.

Based on aggregated 13F filings for Q1 2025.