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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
SAM
326
Smartleaf Asset Management
Massachusetts
$13.2K -$586 -16 -4%
MCM
327
MV Capital Management
Maryland
$11.8K -$73 -2 -0.6%
MG
328
Mather Group
Illinois
$10.7K -$3.81K -104 -25%
DB
329
Danske Bank
Denmark
$10.4K
HI
330
Harbour Investments
Wisconsin
$9.71K
BIG
331
Brooklyn Investment Group
New York
$9.57K +$10.1K +276 New
Bessemer Group
332
Bessemer Group
New Jersey
$9K -$3.37K -92 -27%
AF
333
Allworth Financial
California
$8.82K
FUBT
334
First United Bank & Trust
Maryland
$8.74K
PWMG
335
Private Wealth Management Group
New Jersey
$8.36K
CTC
336
Central Trust Company
Missouri
$8.04K
PA
337
Parallel Advisors
California
$7.83K
HFS
338
Hantz Financial Services
Michigan
$7K +$7.58K +207 New
EWA
339
EverSource Wealth Advisors
Alabama
$6.48K +$5.09K +139 +290%
LI
340
LRI Investments
Florida
$6.45K
Amundi
341
Amundi
France
$6.05K +$1.83K +50 +36%
FMTCOCP
342
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
HWM
343
Hemington Wealth Management
Virginia
$6K +$293 +8 +4%
AssetMark Inc
344
AssetMark Inc
California
$5.72K -$916 -25 -13%
RIL
345
Rothschild Investment LLC
Illinois
$5.72K +$1.65K +45 +38%
PA
346
PSI Advisors
Florida
$5.24K
VCM
347
Versant Capital Management
Arizona
$4.61K +$1.61K +44 +49%
HWA
348
HHM Wealth Advisors
Tennessee
$4.54K
HCM
349
Hollencrest Capital Management
California
$4.2K
AAP
350
Arax Advisory Partners
Colorado
$3.75K -$2.97K -81 -43%

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.