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First United

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.

New
Increased
Maintained
Reduced
Closed

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: 5555 (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)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.2M -$250K -7,408 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.15M -$14.3K -425 -0.1%
GJL
3
Gendell Jeffrey L
$5.35M
BCM
4
Basswood Capital Management
New York
$4.51M
Millennium Management
5
Millennium Management
New York
$4.22M +$3.69M +109,340 +350%
DLP
6
De Lisle Partners
United Kingdom
$4.16M +$625K +18,536 +15%
HCM
7
Huber Capital Management
California
$3.73M +$21.1K +625 +0.5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.6M +$927K +27,495 +30%
Renaissance Technologies
9
Renaissance Technologies
New York
$3.39M +$442K +13,100 +13%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$3M +$498K +14,771 +17%
American Century Companies
11
American Century Companies
Missouri
$2.7M +$1.2M +35,521 +65%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.67M +$65.7K +1,949 +2%
BlackRock
13
BlackRock
New York
$2.6M -$368K -10,921 -11%
BCM
14
Bridgeway Capital Management
Texas
$2.04M -$332K -9,844 -13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.98M +$84.5K +2,507 +4%
Marshall Wace
16
Marshall Wace
United Kingdom
$1.93M +$1.35M +40,072 +166%
PH
17
Pinnacle Holdings
Oklahoma
$1.77M
Goldman Sachs
18
Goldman Sachs
New York
$1.76M +$688K +20,387 +53%
Morgan Stanley
19
Morgan Stanley
New York
$1.28M +$724K +21,472 +102%
Citadel Advisors
20
Citadel Advisors
Florida
$974K +$505K +14,984 +86%
Northern Trust
21
Northern Trust
Illinois
$932K -$11.6K -343 -1%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$910K -$403K -11,937 -28%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$828K -$386K -11,455 -29%
EF
24
Empowered Funds
Pennsylvania
$797K +$55.8K +1,656 +7%
State Street
25
State Street
Massachusetts
$796K +$33.7K +1,000 +4%

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.