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United Bankshares

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: 346377 (+31)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Clearstead Advisors
Ohio
$202K -$8.35K -228 -4%
CC
277
Courier Capital
New York
$201K
Nisa Investment Advisors
278
Nisa Investment Advisors
Missouri
$198K +$256 +7 +0.1%
EB
279
Eastern Bank
Massachusetts
$185K +$196K +5,337 New
GFL
280
Granite FO LLC
New Hampshire
$160K
EWM
281
Evermay Wealth Management
Virginia
$146K
HI
282
Horizon Investments
North Carolina
$131K
EMFAT
283
Emerald Mutual Fund Advisers Trust
Pennsylvania
$120K +$127K +3,472 New
PS
284
Principal Securities
Iowa
$117K
HFS
285
Hopwood Financial Services
Virginia
$108K
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$92K +$1.79K +49 +2%
UB
287
UMB Bank
Missouri
$90K +$64.2K +1,753 +208%
IMC
288
Investment Management Corporation
Virginia
$89.5K +$916 +25 +1%
SAM
289
Shell Asset Management
Netherlands
$84K -$3.85K -105 -4%
GI
290
GAMMA Investing
California
$81.7K +$2.31K +63 +3%
BTI
291
Blue Trust Inc
Georgia
$80.6K +$9.96K +272 +13%
MCM
292
MAI Capital Management
Ohio
$77.8K -$346K -9,450 -81%
CCM
293
Coldstream Capital Management
Washington
$73K +$77.1K +2,105 New
QL
294
Quarry LP
New York
$72.1K +$61.1K +1,667 +405%
SPIA
295
Steward Partners Investment Advisory
New York
$72K +$73 +2 +0.1%
FIA
296
FNY Investment Advisers
New York
$65K
KFI
297
Key Financial Inc
Pennsylvania
$63.4K
Simplex Trading
298
Simplex Trading
Illinois
$62K +$66.3K +1,809 New
HFS
299
Hughes Financial Services
Virginia
$59.8K +$63.6K +1,737 New
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$58.9K +$19.1K +522 +44%

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.