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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
AEPWM
351
Atlantic Edge Private Wealth Management
Florida
$3.64K +$3.85K +105 New
SWM
352
Spire Wealth Management
Virginia
$3.43K +$3.63K +99 New
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$3.29K +$1.57K +43 +83%
JWA
354
JFS Wealth Advisors
Pennsylvania
$2.91K
BIA
355
Bell Investment Advisors
California
$2.81K
CWC
356
Carolinas Wealth Consulting
North Carolina
$2.5K
BWL
357
Bogart Wealth LLC
Virginia
$2.46K
BF
358
BOK Financial
Oklahoma
$2.12K
HIW
359
Holos Integrated Wealth
Pennsylvania
$2.01K
CFD
360
Creative Financial Designs
Indiana
$1.82K +$37 +1 +2%
FPF
361
First Pacific Financial
Washington
$1.8K +$1.91K +52 New
PFBT
362
Parkside Financial Bank & Trust
Missouri
$1.56K +$1.65K +45 New
SC
363
SouthState Corp
Florida
$1.49K +$1.57K +43 New
S
364
SignatureFD
Georgia
$1.46K
SC
365
Stephens Consulting
Michigan
$1.39K +$1.47K +40 New
SIC
366
SJS Investment Consulting
Ohio
$1.01K
PMAM
367
Picton Mahoney Asset Management
Ontario, Canada
$1K
CA
368
Continuum Advisory
Idaho
$971 +$1.03K +28 New
QCG
369
Quadrant Capital Group
Ohio
$937
DPW
370
DiNuzzo Private Wealth
Pennsylvania
$833
LFG
371
Larson Financial Group
Missouri
$832 +$879 +24 New
GFPC
372
Global Financial Private Client
Florida
$693 +$440 +12 +150%
PWM
373
Parkworth Wealth Management
California
$139
HIA
374
HFM Investment Advisors
New Jersey
$139 +$147 +4 New
BHWM
375
Bay Harbor Wealth Management
Maryland
$105 +$110 +3 New

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.