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United Bankshares

346 hedge funds and large institutions have $3.75B invested in United Bankshares in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $4.56M | Put options by funds: $912K

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

3% more funds holding

Funds holding: 335346 (+11)

2.62% more ownership

Funds ownership: 71.16%73.78% (+2.6%)

8% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 113

5% more capital invested

Capital invested by funds: $3.57B → $3.75B (+$177M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
4.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
122
Reduced
113
Closed
29
Calls
$4.56M
Puts
$912K
Net Calls
+$3.65M
Net Calls Change
-$721K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
326
Farther Finance Advisors
California
$4.39K +$118 +3 +3%
VCM
327
Versant Capital Management
Arizona
$3.34K +$2.4K +61 +218%
KI
328
Kapitalo Investimentos
Brazil
$3.27K +$3.43K +87 New
JWA
329
JFS Wealth Advisors
Pennsylvania
$3.15K
BIA
330
Bell Investment Advisors
California
$3.04K
CWC
331
Carolinas Wealth Consulting
North Carolina
$2.73K -$315 -8 -10%
BWL
332
Bogart Wealth LLC
Virginia
$2.67K
BF
333
BOK Financial
Oklahoma
$2.18K +$2.4K +61 New
HIW
334
Holos Integrated Wealth
Pennsylvania
$2.18K +$2.28K +58 New
CFD
335
Creative Financial Designs
Indiana
$1.96K
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$1.95K
EWA
337
EverSource Wealth Advisors
Alabama
$1.8K -$591 -15 -24%
S
338
SignatureFD
Georgia
$1.58K
SIC
339
SJS Investment Consulting
Ohio
$1.09K -$197 -5 -15%
CFGS
340
Concourse Financial Group Securities
Alabama
$1.07K
QCG
341
Quadrant Capital Group
Ohio
$1.01K -$4.69K -119 -82%
PMAM
342
Picton Mahoney Asset Management
Ontario, Canada
$1K -$11.6K -294 -90%
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$902
CIBC Private Wealth Group
344
CIBC Private Wealth Group
Georgia
$324
GFPC
345
Global Financial Private Client
Florida
$300 +$315 +8 New
PWM
346
Parkworth Wealth Management
California
$150 +$157 +4 New
AF
347
Advisornet Financial
Minnesota
$38 +$39 +1 New
Point72 Asset Management
348
Point72 Asset Management
Connecticut
-$6.19M -166,746 Closed
Arrowstreet Capital
349
Arrowstreet Capital
Massachusetts
-$1.91M -51,599 Closed
RAM
350
Readystate Asset Management
Illinois
-$683K -18,422 Closed

UBSI Hedge Fund Activity: Q4 2024 in Review

346 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2024, worth a combined $3.75B — up 4.9% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 29 closed out — a net gain of 16 holders — while 122 added to existing stakes and 113 trimmed.

The largest buyer was UBS Group, adding an estimated $36.4M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $8.88M.

  • 346 institutional investors held United Bankshares (UBSI) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $3.75B of United Bankshares stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2024 and 29 closed out, a net change of +16 holders.
  • The largest United Bankshares buyer in Q4 2024 was UBS Group, an estimated $36.4M added.
  • The largest United Bankshares seller in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $8.88M sold.

Based on aggregated 13F filings for Q4 2024.