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First United
FUNC

65 hedge funds and large institutions have $93.3M invested in First United in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

18% more funds holding

Funds holding: 55 → 65 (+10)

10% more capital invested

Capital invested by funds: $85.1M → $93.3M (+$8.22M)

2.62% more ownership

Funds ownership: 43.8% → 46.42% (+2.6%)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
22
Reduced
13
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.22M
2
FL
Fourthstone LLC
Missouri
+$2.83M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.19M
4
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.55M
5
State Street
State Street
Massachusetts
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$4.51M
2
Millennium Management
Millennium Management
New York
-$3.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.95M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.93M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$828K
Name Holding Trade Value Shares
Change 		Change in
Stake
HAM
26
HoldCo Asset Management
Florida
$645K +$615K +20,804 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$626K -$2.95M -99,754 -83%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$618K +$89K +3,010 +18%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$588K -$336K -11,357 -37%
Charles Schwab
30
Charles Schwab
California
$557K +$532K +17,974 New
TI
31
Trexquant Investment
Connecticut
$510K -$171K -5,769 -26%
LSV Asset Management
32
LSV Asset Management
Illinois
$493K – – –
Barclays
33
Barclays
United Kingdom
$370K -$30.9K -1,044 -8%
Invesco
34
Invesco
Georgia
$344K +$10.8K +364 +3%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$339K +$89.6K +3,028 +38%
RWM
36
Ritholtz Wealth Management
New York
$310K -$168K -5,686 -36%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$304K +$290K +9,800 New
CC
38
Corton Capital
Ontario, Canada
$265K +$253K +8,547 New
N
39
Nuveen
North Carolina
$243K +$232K +7,837 New
Lazard Asset Management
40
Lazard Asset Management
New York
$234K -$71K -2,399 -24%
Osaic Holdings
41
Osaic Holdings
Arizona
$215K +$205K +6,921 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$201K +$165K +5,575 +617%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$178K +$170K +5,736 New
Bank of America
44
Bank of America
North Carolina
$162K +$93.7K +3,167 +154%
LCM
45
Logan Capital Management
Pennsylvania
$154K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$148K +$141K +4,777 New
UBS Group
47
UBS Group
Switzerland
$141K -$110K -3,714 -45%
Wells Fargo
48
Wells Fargo
California
$120K +$98.4K +3,328 +621%
MIM
49
MetLife Investment Management
New Jersey
$116K +$110K +3,733 New
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$105K +$101K +3,400 New
1
2
3 4

FUNC Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q2 2025, worth a combined $93.3M — up 9.7% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FUNC positions and 15 closed out — a net gain of 10 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $7.22M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $4.51M sold.

  • 65 institutional investors held First United (FUNC) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $93.3M of First United stock for Q2 2025, up 9.7% quarter-over-quarter.
  • 25 funds opened new First United positions in Q2 2025 and 15 closed out, a net change of +10 holders.
  • The largest First United buyer in Q2 2025 was BlackRock, an estimated $7.22M added.
  • The largest First United seller in Q2 2025 was Basswood Capital Management, an estimated $4.51M sold.

Based on aggregated 13F filings for Q2 2025.