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First United

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: 7886 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$187K
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$175K -$38.8K -1,044 -18%
MIM
53
MetLife Investment Management
New Jersey
$140K
JP Morgan Chase
54
JP Morgan Chase
New York
$130K -$64.5K -1,735 -33%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$127K
Mirae Asset Global ETFs Holdings
56
Mirae Asset Global ETFs Holdings
Hong Kong
$105K -$1.23K -33 -1%
UBS Group
57
UBS Group
Switzerland
$75.5K -$80.9K -2,176 -52%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$50.9K -$6.09K -164 -11%
PFSRSONJ
59
Police & Firemen's Retirement System of New Jersey
New Jersey
$45K -$36.7K -988 -45%
SO
60
STRS Ohio
Ohio
$44.9K
KAS
61
Kestra Advisory Services
Texas
$38K +$37.8K +1,016 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$27.7K -$1.45K -39 -5%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$27.4K +$8.66K +233 +47%
AIP
64
Ameritas Investment Partners
Nebraska
$23K
Legal & General Group
65
Legal & General Group
United Kingdom
$20.4K
SOADOR
66
State of Alaska Department of Revenue
Alaska
$18K +$18.1K +486 New
AF
67
Advisornet Financial
Minnesota
$14.8K +$6.32K +170 +76%
SOW
68
State of Wyoming
Wyoming
$14.8K +$334 +9 +2%
WT
69
Whittier Trust
California
$14K -$632 -17 -4%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$13.9K -$260 -7 -2%
SCM
71
Sterling Capital Management
North Carolina
$13K -$2.53K -68 -16%
NA
72
NewEdge Advisors
Louisiana
$11.5K +$2.49K +67 +28%
TRCT
73
Tower Research Capital (TRC)
New York
$10.7K -$5.39K -145 -34%
AB
74
Amalgamated Bank
New York
$7K -$632 -17 -8%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$7K -$186 -5 -2%

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.