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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
BlackRock
1
BlackRock
New York
$14.5M +$1.48M +39,849 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.6M -$161K -4,335 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.9M +$79K +2,125 +0.6%
GJL
4
Gendell Jeffrey L
$6.68M – – –
DLP
5
De Lisle Partners
United Kingdom
$5.8M +$186K +5,000 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.21M -$9.48K -255 -0.2%
HCM
7
Huber Capital Management
California
$4.49M – – –
American Century Companies
8
American Century Companies
Missouri
$4.12M +$275K +7,399 +7%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.06M -$342K -9,200 -8%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$3.79M – – –
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$3.51M +$30.3K +816 +0.9%
State Street
12
State Street
Massachusetts
$3.2M +$223K +5,988 +8%
BCM
13
Bridgeway Capital Management
Texas
$2.75M +$122K +3,293 +5%
PH
14
Pinnacle Holdings
Oklahoma
$2.21M – – –
Northern Trust
15
Northern Trust
Illinois
$2.15M -$118K -3,177 -5%
Goldman Sachs
16
Goldman Sachs
New York
$1.79M -$5.35K -144 -0.3%
Marshall Wace
17
Marshall Wace
United Kingdom
$1.65M +$886K +23,850 +118%
Morgan Stanley
18
Morgan Stanley
New York
$1.65M +$107K +2,881 +7%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.45M +$251K +6,761 +21%
FL
20
Fourthstone LLC
Missouri
$1.4M -$3.64M -97,866 -72%
DSC
21
Daytona Street Capital
Missouri
$1.39M +$1.38M +37,130 New
EF
22
Empowered Funds
Pennsylvania
$1.34M +$122K +3,293 +10%
Citadel Advisors
23
Citadel Advisors
Florida
$1.23M +$1.01M +27,046 +474%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.02M -$131K -3,517 -11%
SIM
25
SummerHaven Investment Management
Connecticut
$943K – – –
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.