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First United
FUNC

88 hedge funds and large institutions have $112M invested in First United in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 86 → 88 (+2)

0.63% less ownership

Funds ownership: 47.64% → 47.01% (-0.63%)

3% less capital invested

Capital invested by funds: $116M → $112M (-$3.81M)

26% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 35

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Martingale Asset Management
Massachusetts
+$840K
2
Goldman Sachs
Goldman Sachs
New York
+$615K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$487K
4
Morgan Stanley
Morgan Stanley
New York
+$359K
5
Millennium Management
Millennium Management
New York
+$350K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$1.4M
2
Marshall Wace
Marshall Wace
United Kingdom
-$573K
3
Jane Street
Jane Street
New York
-$501K
4
Citadel Advisors
Citadel Advisors
Florida
-$357K
5
N
Nuveen
North Carolina
-$277K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$1.1K +$1.11K +30 New
UBS AM
77
UBS AM
Illinois
$1.1K +$1.11K +30 New
EA
78
Evergreen Advisors
Tennessee
$843 +$855 +23 New
EP
79
Essential Partners
California
$403 -$37 -1 -8%
FFA
80
Farther Finance Advisors
California
$331 -$149 -4 -31%
AF
81
Allworth Financial
California
$294 +$111 +3 +60%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$220 – – –
EWA
83
EverSource Wealth Advisors
Alabama
$184 +$111 +3 +150%
RIL
84
Rothschild Investment LLC
Illinois
$183 +$111 +3 +150%
MCM
85
MAI Capital Management
Ohio
$110 – – –
RFP
86
Root Financial Partners
California
$110 +$111 +3 New
IA
87
IFP Advisors
Florida
$37 – – –
FL
88
Fourthstone LLC
Missouri
– -$1.4M -37,500 Closed
Jane Street
89
Jane Street
New York
– -$501K -13,389 Closed
Two Sigma Advisers
90
Two Sigma Advisers
New York
– -$468K -12,500 Closed
AQR Capital Management
91
AQR Capital Management
Connecticut
– -$215K -5,731 Closed
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
– -$202K -5,400 Closed
KAS
93
Kestra Advisory Services
Texas
– -$38K -1,016 Closed
WT
94
Whittier Trust
California
– -$14K -375 Closed
AB
95
Amalgamated Bank
New York
– -$7K -189 Closed
C
96
Covestor
United Kingdom
– -$111 -3 -38%
1 2 3
4

FUNC Hedge Fund Activity: Q1 2026 in Review

88 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q1 2026, worth a combined $112M — down 3.3% from $116M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FUNC positions and 8 closed out — a net gain of 3 holders — while 26 added to existing stakes and 35 trimmed.

The largest buyer was Martingale Asset Management, opening a new position worth an estimated $840K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $1.4M sold.

  • 88 institutional investors held First United (FUNC) as of Q1 2026, up from 86 in Q4 2025.
  • Funds reported $112M of First United stock for Q1 2026, down 3.3% quarter-over-quarter.
  • 11 funds opened new First United positions in Q1 2026 and 8 closed out, a net change of +3 holders.
  • The largest First United buyer in Q1 2026 was Martingale Asset Management, an estimated $840K added.
  • The largest First United seller in Q1 2026 was Fourthstone LLC, an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2026.