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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
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$57K +$42K +1,146 +227%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$52.6K
CH
303
Canton Hathaway
Rhode Island
$52K
Nomura Asset Management
304
Nomura Asset Management
Japan
$51.3K
WSFS
305
Wilmington Savings Fund Society
Delaware
$49.8K
HBW
306
Hazlett, Burt & Watson
West Virginia
$46K
MAM
307
Meeder Asset Management
Ohio
$40K +$25K +682 +144%
HCP
308
Hexagon Capital Partners
Arkansas
$37.4K -$1.98K -54 -5%
FFA
309
Farther Finance Advisors
California
$33.3K +$31.1K +850 +726%
BAMF
310
BI Asset Management Fondsmaeglerselskab
Denmark
$33K +$35.2K +960 New
C
311
Covestor
United Kingdom
$30K -$14.5K -397 -31%
PTC
312
Private Trust Company
Ohio
$29.7K
CAM
313
Clarity Asset Management
Iowa
$28.2K -$15.1K -411 -34%
HIA
314
Harbor Investment Advisory
Maryland
$26.7K
SS
315
SBI Securities
Japan
$24.2K
VSQM
316
V-Square Quantitative Management
Illinois
$22.3K
GJIA
317
Glass Jacobson Investment Advisors
Maryland
$22.1K
RA
318
Rise Advisors
New York
$19.6K +$20.7K +564 New
AIM
319
Anchor Investment Management
South Carolina
$18.8K
SIC
320
Salem Investment Counselors
North Carolina
$17.6K
SAM
321
S.A. Mason
Michigan
$17.5K +$18.5K +504 New
HCA
322
Harbor Capital Advisors
Illinois
$16K +$1.54K +42 +10%
GG
323
Gleason Group
Kentucky
$15.3K +$147 +4 +0.9%
Optiver Holding
324
Optiver Holding
Netherlands
$14.8K +$15.7K +428 New
BFS
325
Burkett Financial Services
South Carolina
$13.6K +$147 +4 +1%

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.