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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
HNB
276
Hilltop National Bank
Wyoming
$131K +$126K +3,599 New
Nisa Investment Advisors
277
Nisa Investment Advisors
Missouri
$119K -$85.1K -2,423 -43%
HFS
278
Hopwood Financial Services
Virginia
$114K
CIA
279
Cape Investment Advisory
Georgia
$107K +$104K +2,950 New
GRP
280
Global Retirement Partners
California
$94.3K +$90.9K +2,589 New
GI
281
GAMMA Investing
California
$91K +$4.95K +141 +6%
BTI
282
Blue Trust Inc
Georgia
$90.6K +$5.72K +163 +7%
PS
283
Principal Securities
Iowa
$88.8K -$23.8K -678 -22%
Mitsubishi UFJ Trust & Banking
284
Mitsubishi UFJ Trust & Banking
Japan
$85.5K +$82.4K +2,348 New
MCM
285
MAI Capital Management
Ohio
$81.8K
HT
286
Headlands Technologies
Illinois
$80.9K -$273K -7,773 -78%
SAM
287
Shell Asset Management
Netherlands
$79K -$8.46K -241 -10%
CI Investments Inc
288
CI Investments Inc
Ontario, Canada
$78K -$17.3K -492 -19%
SPIA
289
Steward Partners Investment Advisory
New York
$75.8K +$105 +3 +0.1%
KFI
290
Key Financial Inc
Pennsylvania
$66.7K
A
291
AlphaQuest
New York
$63.4K -$2.47M -70,364 -98%
HFS
292
Hughes Financial Services
Virginia
$61.9K
UB
293
UMB Bank
Missouri
$61.1K -$32.3K -919 -35%
FIA
294
FNY Investment Advisers
New York
$58K -$10.5K -300 -16%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$55.3K
CH
296
Canton Hathaway
Rhode Island
$55K
C
297
Covestor
United Kingdom
$55K +$22.5K +640 +74%
Nomura Asset Management
298
Nomura Asset Management
Japan
$53.9K
IMC
299
Investment Management Corporation
Virginia
$47.8K -$44.6K -1,269 -49%
AF
300
Allworth Financial
California
$46.1K +$35.4K +1,009 +394%

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.