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United Bankshares
UBSI

377 hedge funds and large institutions have $3.46B invested in United Bankshares in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 139 increasing their positions, 102 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.04M

127% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 26

36% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 102

9% more funds holding

Funds holding: 346 → 377 (+31)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.15% less ownership

Funds ownership: 73.78% → 69.63% (-4.1%)

8% less capital invested

Capital invested by funds: $3.75B → $3.46B (-$289M)

Holders
377
Holders Change
+31
Holders Change %
+8.96%
% of All Funds
5.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
59
Increased
139
Reduced
102
Closed
26
Calls
$3.21M
Puts
$1.04M
Net Calls
+$2.17M
Net Calls Change
-$1.48M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$28.4M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$11.5M
3
Squarepoint
Squarepoint
New York
+$10M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.66M
5
BCM
Basswood Capital Management
New York
+$9.58M

Top Sellers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
-$60.5M
2
Goldman Sachs
Goldman Sachs
New York
-$24.7M
3
UBS Group
UBS Group
Switzerland
-$17.8M
4
Natixis Advisors
Natixis Advisors
Massachusetts
-$11.7M
5
Victory Capital Management
Victory Capital Management
Texas
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$285K – – –
Mackenzie Financial
252
Mackenzie Financial
Ontario, Canada
$285K – – –
RWM
253
Riverbend Wealth Management
South Carolina
$283K +$440 +12 +0.1%
CCM
254
Canal Capital Management
Virginia
$280K +$220 +6 +0.1%
CGH
255
Crossmark Global Holdings
Texas
$267K -$3.55K -97 -1%
EGM
256
Engineers Gate Manager
New York
$267K +$282K +7,700 New
Corient Private Wealth
257
Corient Private Wealth
Florida
$263K +$278K +7,582 New
TA
258
Teton Advisors
New York
$257K – – –
BBHC
259
Brown Brothers Harriman & Co
New York
$254K – – –
PBO
260
Peoples Bank (Ohio)
Ohio
$244K – – –
MA
261
Mutual Advisors
Nebraska
$240K +$403 +11 +0.2%
SRL
262
Scientech Research LLC
New Jersey
$235K +$248K +6,775 New
NI
263
Natural Investments
California
$233K -$50K -1,365 -17%
PHS
264
Pekin Hardy Strauss
Illinois
$231K +$244K +6,666 New
AOWM
265
Alpha Omega Wealth Management
Virginia
$229K -$2.16K -59 -0.9%
AAG
266
Accordant Advisory Group
Maryland
$225K – – –
GLLW
267
Graves Light Lenhart Wealth
Virginia
$217K – – –
PA
268
PharVision Advisers
Florida
$211K +$223K +6,085 New
AACP
269
Advantage Alpha Capital Partners
California
$209K -$343K -9,372 -61%
SL
270
Salomon & Ludwin
Virginia
$209K – – –
CCWM
271
Cassaday & Co Wealth Management
Virginia
$206K – – –
XT
272
XTX Topco
Cayman Islands
$206K +$217K +5,935 New
EI
273
Ethic Inc
New York
$206K +$19.7K +537 +10%
KBC Group
274
KBC Group
Belgium
$205K – – –
RWM
275
Ritholtz Wealth Management
New York
$204K -$117K -3,207 -35%
9 10
11
12 13

UBSI Hedge Fund Activity: Q1 2025 in Review

377 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q1 2025, worth a combined $3.46B — down 7.7% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new UBSI positions and 26 closed out — a net gain of 33 holders — while 139 added to existing stakes and 102 trimmed.

The largest buyer was BlackRock, adding an estimated $28.4M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $60.5M sold.

  • 377 institutional investors held United Bankshares (UBSI) as of Q1 2025, up from 346 in Q4 2024.
  • Funds reported $3.46B of United Bankshares stock for Q1 2025, down 7.7% quarter-over-quarter.
  • 59 funds opened new United Bankshares positions in Q1 2025 and 26 closed out, a net change of +33 holders.
  • The largest United Bankshares buyer in Q1 2025 was BlackRock, an estimated $28.4M added.
  • The largest United Bankshares seller in Q1 2025 was Vaughan Nelson Investment Management, an estimated $60.5M sold.

Based on aggregated 13F filings for Q1 2025.