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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
Citigroup
76
Citigroup
New York
$5.13K +$2.53K +68 +99%
GI
77
GAMMA Investing
California
$2.4K +$2.38K +64 New
FFA
78
Farther Finance Advisors
California
$487 +$483 +13 New
EP
79
Essential Partners
California
$449 -$111 -3 -20%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$225 +$223 +6 New
AF
81
Allworth Financial
California
$188 – – –
MCM
82
MAI Capital Management
Ohio
$113 +$111 +3 New
EWA
83
EverSource Wealth Advisors
Alabama
$75 -$595 -16 -89%
RIL
84
Rothschild Investment LLC
Illinois
$75 +$74 +2 New
IA
85
IFP Advisors
Florida
$37 – – –
TI
86
TrueMark Investments
Illinois
– -$1.28M -34,857 Closed
Invesco
87
Invesco
Georgia
– -$298K -8,105 Closed
Millennium Management
88
Millennium Management
New York
– -$284K -7,727 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$248K -6,754 Closed
LCM
90
Logan Capital Management
Pennsylvania
– -$182K -4,951 Closed
C
91
Covestor
United Kingdom
– -$929 -25 -76%
AAP
92
Arax Advisory Partners
Colorado
– -$736 -20 Closed
TWD
93
True Wealth Design
Ohio
– -$37 -1 Closed
1 2 3
4

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.