We are live on ! Find out more
UBSI icon

United Bankshares

364 hedge funds and large institutions have $3.75B invested in United Bankshares in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 154 increasing their positions, 107 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more call options, than puts

Call options by funds: $4.38M | Put options by funds: $1.25M

44% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 107

8% more capital invested

Capital invested by funds: $3.46B → $3.75B (+$292M)

2.8% more ownership

Funds ownership: 69.63%72.43% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 377364 (-13)

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

Holders
364
Holders Change
-13
Holders Change %
-3.45%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
37
Increased
154
Reduced
107
Closed
48
Calls
$4.38M
Puts
$1.25M
Net Calls
+$3.13M
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
PBO
251
Peoples Bank (Ohio)
Ohio
$257K
MA
252
Mutual Advisors
Nebraska
$255K +$562 +16 +0.2%
VRS
253
Virginia Retirement Systems
Virginia
$255K -$169K -4,800 -41%
CA
254
Clearstead Advisors
Ohio
$248K +$35K +998 +17%
NI
255
Natural Investments
California
$246K +$1.54K +44 +0.7%
TI
256
Tidal Investments
Wisconsin
$242K +$234K +6,653 New
RWM
257
Ritholtz Wealth Management
New York
$241K +$26.5K +754 +13%
AAG
258
Accordant Advisory Group
Maryland
$237K
WW
259
Winnow Wealth
Texas
$237K +$228K +6,500 New
TCM
260
Teza Capital Management
Illinois
$233K -$72.5K -2,066 -24%
SL
261
Salomon & Ludwin
Virginia
$229K
GLLW
262
Graves Light Lenhart Wealth
Virginia
$228K
P
263
&Partners
Tennessee
$224K +$216K +6,139 New
CFS
264
Commonwealth Financial Services
West Virginia
$218K -$82.6K -2,352 -28%
CCWM
265
Cassaday & Co Wealth Management
Virginia
$217K
AIM
266
Aigen Investment Management
New York
$212K -$519K -14,780 -72%
CC
267
Courier Capital
New York
$211K
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$207K +$142K +4,033 +244%
BIA
269
Beacon Investment Advisors
Maryland
$205K +$198K +5,631 New
FFM
270
Forum Financial Management
Illinois
$202K +$195K +5,548 New
EB
271
Eastern Bank
Massachusetts
$194K
GFL
272
Granite FO LLC
New Hampshire
$168K
KBC Group
273
KBC Group
Belgium
$154K -$59.1K -1,682 -28%
EWM
274
Evermay Wealth Management
Virginia
$153K
HI
275
Horizon Investments
North Carolina
$137K

UBSI Hedge Fund Activity: Q2 2025 in Review

364 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2025, worth a combined $3.75B — up 8.4% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of UBSI and 37 opened new positions — a net loss of 11 holders — while 107 trimmed existing stakes and 154 added.

The largest buyer was First Trust Advisors, adding an estimated $53.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $14.1M.

  • 364 institutional investors held United Bankshares (UBSI) as of Q2 2025, down from 377 in Q1 2025.
  • Funds reported $3.75B of United Bankshares stock for Q2 2025, up 8.4% quarter-over-quarter.
  • 37 funds opened new United Bankshares positions in Q2 2025 and 48 closed out, a net change of -11 holders.
  • The largest United Bankshares buyer in Q2 2025 was First Trust Advisors, an estimated $53.4M added.
  • The largest United Bankshares seller in Q2 2025 was Qube Research & Technologies (QRT), an estimated $14.1M sold.

Based on aggregated 13F filings for Q2 2025.