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United Bankshares

371 hedge funds and large institutions have $3.68B invested in United Bankshares in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,347% more call options, than puts

Call options by funds: $5.76M | Put options by funds: $167K

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 364371 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
371
Holders Change
+7
Holders Change %
+1.92%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
122
Reduced
127
Closed
29
Calls
$5.76M
Puts
$167K
Net Calls
+$5.59M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
226
Facet Wealth Inc
Maryland
$348K +$349K +9,362 New
JPWM
227
Jamison Private Wealth Management
Georgia
$348K
PFPT
228
Pinnacle Financial Partners (Tennessee)
Tennessee
$345K -$80.3K -2,153 -19%
BBA
229
Braun-Bostich & Associates
Pennsylvania
$344K +$14.4K +387 +4%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$341K +$35.6K +956 +12%
NAM
231
NorthCrest Asset Manangement
Minnesota
$338K +$8.24K +221 +2%
AWM
232
Apollon Wealth Management
South Carolina
$337K
SWIG
233
Strategic Wealth Investment Group
Kentucky
$336K +$337K +9,033 New
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$334K +$53.7K +1,440 +19%
RWM
235
Ritholtz Wealth Management
New York
$334K +$87.8K +2,355 +36%
TRCT
236
Tower Research Capital (TRC)
New York
$328K -$240K -6,434 -42%
IIC
237
Integrated Investment Consultants
Michigan
$326K
NC
238
NovaPoint Capital
Georgia
$325K +$326K +8,743 New
PA
239
Profund Advisors
Maryland
$323K +$7.31K +196 +2%
Corient Private Wealth
240
Corient Private Wealth
Florida
$310K +$33.3K +892 +12%
RWM
241
Riverbend Wealth Management
South Carolina
$305K +$447 +12 +0.1%
CCM
242
Canal Capital Management
Virginia
$304K +$3.02K +81 +1%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$302K -$1.77M -47,410 -85%
WANY
244
Wealthspire Advisors (New York)
New York
$301K -$11.1K -299 -4%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$298K +$86.5K +2,319 +41%
CGH
246
Crossmark Global Holdings
Texas
$291K
MF
247
Magnetar Financial
Illinois
$280K +$281K +7,538 New
FPAS
248
Focus Partners Advisor Solutions
Missouri
$274K +$279K +7,481 New
TI
249
Tidal Investments
Wisconsin
$273K +$25.2K +676 +10%
BBHC
250
Brown Brothers Harriman & Co
New York
$272K

UBSI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2025, worth a combined $3.68B — down 2% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UBSI positions and 29 closed out — a net gain of 11 holders — while 122 added to existing stakes and 127 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $13.7M. The largest seller was First Trust Advisors, cutting an estimated $52.7M.

  • 371 institutional investors held United Bankshares (UBSI) as of Q3 2025, up from 364 in Q2 2025.
  • Funds reported $3.68B of United Bankshares stock for Q3 2025, down 2% quarter-over-quarter.
  • 40 funds opened new United Bankshares positions in Q3 2025 and 29 closed out, a net change of +11 holders.
  • The largest United Bankshares buyer in Q3 2025 was AQR Capital Management, an estimated $13.7M added.
  • The largest United Bankshares seller in Q3 2025 was First Trust Advisors, an estimated $52.7M sold.

Based on aggregated 13F filings for Q3 2025.