FUNC icon

First United

64 hedge funds and large institutions have $93.1M invested in First United in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
22
Reduced
13
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAM
26
HoldCo Asset Management
Florida
$645K +$645K +20,804 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$626K -$3.09M -99,754 -83%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$618K +$93.3K +3,010 +18%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$588K -$352K -11,357 -37%
Charles Schwab
30
Charles Schwab
California
$557K +$557K +17,974 New
TI
31
Trexquant Investment
Connecticut
$510K -$179K -5,769 -26%
LSV Asset Management
32
LSV Asset Management
Illinois
$493K
Barclays
33
Barclays
United Kingdom
$370K -$32.4K -1,044 -8%
Invesco
34
Invesco
Georgia
$344K +$11.3K +364 +3%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$339K +$93.9K +3,028 +38%
RWM
36
Ritholtz Wealth Management
New York
$310K -$176K -5,686 -36%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$304K +$304K +9,800 New
CC
38
Corton Capital
Ontario, Canada
$265K +$265K +8,547 New
NL
39
Nuveen LLC
North Carolina
$243K +$243K +7,837 New
Lazard Asset Management
40
Lazard Asset Management
New York
$234K -$74.4K -2,399 -24%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$201K +$173K +5,575 +617%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$178K +$178K +5,736 New
Bank of America
43
Bank of America
North Carolina
$162K +$98.2K +3,167 +154%
LCM
44
Logan Capital Management
Pennsylvania
$154K
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$148K +$148K +4,777 New
UBS Group
46
UBS Group
Switzerland
$141K -$115K -3,714 -45%
Wells Fargo
47
Wells Fargo
California
$120K +$103K +3,328 +621%
MIM
48
MetLife Investment Management
New Jersey
$116K +$116K +3,733 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$105K +$105K +3,400 New
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$102K +$102K +3,293 New