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United Bankshares

370 hedge funds and large institutions have $3.68B invested in United Bankshares in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

2% less capital invested

Capital invested by funds: $3.75B → $3.68B (-$74.6M)

4% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 127

2.7% less ownership

Funds ownership: 72.43%69.73% (-2.7%)

Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.76M
Puts
$167K
Net Calls
Net Calls Change

Top Buyers

1 +$13.7M
2 +$11.5M
3 +$9.17M
4
Goldman Sachs
Goldman Sachs
New York
+$8.59M
5
Jane Street
Jane Street
New York
+$8.24M

Top Sellers

1 -$52.7M
2 -$13.2M
3 -$11.7M
4
UBS AM
UBS AM
Illinois
-$9M
5
Millennium Management
Millennium Management
New York
-$8.15M
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
226
Facet Wealth Inc
Maryland
$348K
JPWM
227
Jamison Private Wealth Management
Georgia
$348K
PFPT
228
Pinnacle Financial Partners (Tennessee)
Tennessee
$345K
BBA
229
Braun-Bostich & Associates
Pennsylvania
$344K
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$341K
NAM
231
NorthCrest Asset Manangement
Minnesota
$338K
AWM
232
Apollon Wealth Management
South Carolina
$337K
SWIG
233
Strategic Wealth Investment Group
Kentucky
$336K
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$334K
RWM
235
Ritholtz Wealth Management
New York
$334K
TRCT
236
Tower Research Capital (TRC)
New York
$328K
IIC
237
Integrated Investment Consultants
Michigan
$326K
NC
238
NovaPoint Capital
Georgia
$325K
PA
239
Profund Advisors
Maryland
$323K
Corient Private Wealth
240
Corient Private Wealth
Florida
$310K
RWM
241
Riverbend Wealth Management
South Carolina
$305K
CCM
242
Canal Capital Management
Virginia
$304K
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$302K
WANY
244
Wealthspire Advisors (New York)
New York
$301K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$298K
CGH
246
Crossmark Global Holdings
Texas
$291K
MF
247
Magnetar Financial
Illinois
$280K
FPAS
248
Focus Partners Advisor Solutions
Missouri
$274K
TI
249
Tidal Investments
Wisconsin
$273K
BBHC
250
Brown Brothers Harriman & Co
New York
$272K