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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
HI
326
Harbour Investments
Wisconsin
$10.2K
FUBT
327
First United Bank & Trust
Maryland
$9.18K
PWMG
328
Private Wealth Management Group
New Jersey
$8.78K
CTC
329
Central Trust Company
Missouri
$8.45K
SAM
330
Smartleaf Asset Management
Massachusetts
$8.23K -$5.58K -159 -41%
PA
331
Parallel Advisors
California
$8.23K
AssetMark Inc
332
AssetMark Inc
California
$7.65K +$1.58K +45 +27%
TPWA
333
Twin Peaks Wealth Advisors
California
$7.23K +$6.85K +195 New
FMTCOCP
334
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
HWM
335
Hemington Wealth Management
Virginia
$7K +$211 +6 +3%
LI
336
LRI Investments
Florida
$6.78K
VCM
337
Versant Capital Management
Arizona
$6.34K +$1.44K +41 +31%
HWA
338
HHM Wealth Advisors
Tennessee
$4.77K
HCM
339
Hollencrest Capital Management
California
$4.41K
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$4.08K +$597 +17 +18%
AAP
341
Arax Advisory Partners
Colorado
$3.94K
JWA
342
JFS Wealth Advisors
Pennsylvania
$3.9K +$808 +23 +27%
AEPWM
343
Atlantic Edge Private Wealth Management
Florida
$3.83K
BWL
344
Bogart Wealth LLC
Virginia
$3.68K +$1.05K +30 +42%
BIA
345
Bell Investment Advisors
California
$2.95K
WSFS
346
Wilmington Savings Fund Society
Delaware
$2.59K -$47.9K -1,364 -95%
BF
347
BOK Financial
Oklahoma
$2.22K
AWM
348
Activest Wealth Management
Florida
$2.15K +$2.07K +59 New
HIW
349
Holos Integrated Wealth
Pennsylvania
$2.07K
CFD
350
Creative Financial Designs
Indiana
$1.94K

UBSI Hedge Fund Activity: Q2 2025 in Review

364 of the 7,595 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.