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First United

65 hedge funds and large institutions have $93.3M invested in First United in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

18% more funds holding

Funds holding: 5565 (+10)

10% more capital invested

Capital invested by funds: $85.1M → $93.3M (+$8.22M)

2.62% more ownership

Funds ownership: 43.8%46.42% (+2.6%)

Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
22
Reduced
13
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.5M -$98.5K -3,331 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.7M +$1.18M +39,892 +13%
BlackRock
3
BlackRock
New York
$10.3M +$7.22M +243,975 +282%
GJL
4
Gendell Jeffrey L
$5.53M
DLP
5
De Lisle Partners
United Kingdom
$4.67M +$326K +11,016 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.34M +$2.19M +74,032 +112%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.79M +$272K +9,200 +8%
HCM
8
Huber Capital Management
California
$3.72M -$127K -4,302 -3%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$3.1M
FL
10
Fourthstone LLC
Missouri
$2.97M +$2.83M +95,617 New
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.85M +$91.8K +3,105 +3%
American Century Companies
12
American Century Companies
Missouri
$2.84M +$42.8K +1,446 +2%
BCM
13
Bridgeway Capital Management
Texas
$2.18M +$72.8K +2,461 +4%
State Street
14
State Street
Massachusetts
$2.08M +$1.2M +40,695 +153%
Northern Trust
15
Northern Trust
Illinois
$2.01M +$995K +33,628 +108%
PH
16
Pinnacle Holdings
Oklahoma
$1.83M
Morgan Stanley
17
Morgan Stanley
New York
$1.73M +$395K +13,340 +31%
HIM
18
Hillsdale Investment Management
Ontario, Canada
$1.63M +$1.55M +52,300 +29,056%
Millennium Management
19
Millennium Management
New York
$1.14M -$3.07M -103,855 -74%
Citadel Advisors
20
Citadel Advisors
Florida
$1.13M +$119K +4,033 +12%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.09M +$1.04M +35,280 New
AOCA
22
Angel Oak Capital Advisors
Georgia
$1.05M +$237K +8,000 +31%
Goldman Sachs
23
Goldman Sachs
New York
$993K -$790K -26,703 -45%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$903K +$381K +12,871 +79%
EF
25
Empowered Funds
Pennsylvania
$900K +$72.8K +2,461 +9%

FUNC Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q2 2025, worth a combined $93.3M — up 9.7% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FUNC positions and 15 closed out — a net gain of 10 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock, adding an estimated $7.22M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $4.51M sold.

  • 65 institutional investors held First United (FUNC) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $93.3M of First United stock for Q2 2025, up 9.7% quarter-over-quarter.
  • 25 funds opened new First United positions in Q2 2025 and 15 closed out, a net change of +10 holders.
  • The largest First United buyer in Q2 2025 was BlackRock, an estimated $7.22M added.
  • The largest First United seller in Q2 2025 was Basswood Capital Management, an estimated $4.51M sold.

Based on aggregated 13F filings for Q2 2025.