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First United
FUNC

86 hedge funds and large institutions have $116M invested in First United in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

10% more funds holding

Funds holding: 78 → 86 (+8)

1.12% more ownership

Funds ownership: 46.52% → 47.64% (+1.1%)

4% more capital invested

Capital invested by funds: $111M → $116M (+$4.74M)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.48M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.01M
3
Marshall Wace
Marshall Wace
United Kingdom
+$886K
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$741K
5
Squarepoint
Squarepoint
New York
+$454K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.64M
2
TI
TrueMark Investments
Illinois
-$1.28M
3
Renaissance Technologies
Renaissance Technologies
New York
-$342K
4
Invesco
Invesco
Georgia
-$298K
5
Millennium Management
Millennium Management
New York
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
AOCA
26
Angel Oak Capital Advisors
Georgia
$887K -$149K -4,000 -14%
LSV Asset Management
27
LSV Asset Management
Illinois
$786K +$190K +5,100 +32%
HAM
28
HoldCo Asset Management
Florida
$779K – – –
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$695K +$741K +19,949 New
Charles Schwab
30
Charles Schwab
California
$673K – – –
TI
31
Trexquant Investment
Connecticut
$656K -$101K -2,706 -13%
Barclays
32
Barclays
United Kingdom
$647K +$242K +6,516 +61%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$587K +$341K +9,187 +141%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$572K +$5.02K +135 +0.9%
Jane Street
35
Jane Street
New York
$501K +$79.7K +2,144 +19%
N
36
Nuveen
North Carolina
$500K – – –
Two Sigma Advisers
37
Two Sigma Advisers
New York
$468K +$164K +4,400 +54%
Squarepoint
38
Squarepoint
New York
$457K +$454K +12,211 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$437K +$27.6K +743 +7%
Corient Private Wealth
40
Corient Private Wealth
Florida
$411K +$408K +10,968 New
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$385K -$148K -3,987 -28%
Bank of America
42
Bank of America
North Carolina
$303K +$113K +3,035 +60%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$301K +$297K +7,980 New
WANY
44
Wealthspire Advisors (New York)
New York
$266K +$153K +4,113 +137%
RWM
45
Ritholtz Wealth Management
New York
$266K -$49.4K -1,330 -16%
Osaic Holdings
46
Osaic Holdings
Arizona
$263K +$1.9K +51 +0.7%
Wells Fargo
47
Wells Fargo
California
$253K +$79.3K +2,134 +46%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$230K +$228K +6,148 New
AQR Capital Management
49
AQR Capital Management
Connecticut
$215K +$213K +5,731 New
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$202K +$201K +5,400 New
1
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FUNC Hedge Fund Activity: Q4 2025 in Review

86 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2025, worth a combined $116M — up 4.3% from $111M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FUNC positions and 7 closed out — a net gain of 8 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $1.48M. The largest seller was Fourthstone LLC, cutting an estimated $3.64M.

  • 86 institutional investors held First United (FUNC) as of Q4 2025, up from 78 in Q3 2025.
  • Funds reported $116M of First United stock for Q4 2025, up 4.3% quarter-over-quarter.
  • 15 funds opened new First United positions in Q4 2025 and 7 closed out, a net change of +8 holders.
  • The largest First United buyer in Q4 2025 was BlackRock, an estimated $1.48M added.
  • The largest First United seller in Q4 2025 was Fourthstone LLC, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2025.