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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.69M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$1.35M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$927K |
| 5 |
Morgan Stanley
New York
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$9.4M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$1.22M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$403K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$386K |
| 5 |
BlackRock
New York
|
-$368K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $16.1K | +$18K | +535 | +53,500% |
|
|
PD
52
Point72 (DIFC)
Dubai,
United Arab Emirates
| $9.01K | +$4.35K | +129 | +75% |
|
|
KAS
53
Kestra Advisory Services
Austin,
Texas
| $8.07K | +$9.07K | +269 | New |
|
|
HIM
54
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $5.4K | +$6.07K | +180 | New |
|
|
CCM
55
Coldstream Capital Management
Bellevue,
Washington
| $3.3K | +$3.71K | +110 | New |
|
|
FL
56
Fourthstone LLC
St Louis,
Missouri
| – | -$9.4M | -278,788 | Closed |
|
|
EC
57
EJF Capital
Arlington,
Virginia
| – | -$1.22M | -36,103 | Closed |
|
|
6CM
58
683 Capital Management
New York
| – | -$339K | -10,063 | Closed |
|
|
ACM
59
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$126K | -3,733 | Closed |
|
|
TRCT
60
Tower Research Capital (TRC)
New York
| – | -$25K | -742 | Closed |
|
|
CAS
61
Coppell Advisory Solutions
Coppell,
Texas
| – | -$13.5K | -400 | Closed |
|
62
BNP Paribas Financial Markets
Paris,
France
| – | -$8.63K | -256 | Closed |
|
|
SS
63
SBI Securities
Tokyo,
Japan
| – | -$337 | -10 | Closed |
|
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.