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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
KG
351
Kilter Group
New York
$1.79K +$1.72K +49 New
FFO
352
Fortitude Family Office
Arizona
$1.42K +$1.37K +39 New
PMAM
353
Picton Mahoney Asset Management
Ontario, Canada
$1K
DPW
354
DiNuzzo Private Wealth
Pennsylvania
$948 +$70 +2 +8%
SIC
355
SJS Investment Consulting
Ohio
$693 -$351 -10 -34%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$547 -$1.05K -30 -67%
TWD
357
True Wealth Design
Ohio
$511 +$421 +12 +600%
PWA
358
Physician Wealth Advisors
Utah
$511 +$492 +14 New
HIA
359
HFM Investment Advisors
New Jersey
$328 +$176 +5 +125%
RWM
360
Rialto Wealth Management
New York
$328 +$316 +9 New
BHWM
361
Bay Harbor Wealth Management
Maryland
$294 +$176 +5 +167%
LFG
362
Larson Financial Group
Missouri
$291 -$562 -16 -67%
NC
363
NewSquare Capital
Pennsylvania
$291 +$281 +8 New
PWM
364
Parkworth Wealth Management
California
$146
CF
365
Corebridge Financial
Texas
-$7.68M -221,506 Closed
Jane Street
366
Jane Street
New York
-$6.33M -182,540 Closed
CSS
367
Cubist Systematic Strategies
Connecticut
-$5.39M -155,550 Closed
Connor, Clark & Lunn Investment Management (CC&L)
368
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.49M -100,535 Closed
CCIA
369
Campbell & Co Investment Adviser
Maryland
-$937K -27,018 Closed
MC
370
Moors & Cabot
Massachusetts
-$789K -22,749 Closed
PI
371
PineBridge Investments
New York
-$731K -21,073 Closed
RMC
372
Resources Management Corp
Connecticut
-$711K -20,500 Closed
Tudor Investment Corp
373
Tudor Investment Corp
Connecticut
-$638K -18,390 Closed
PD
374
Point72 (DIFC)
United Arab Emirates
-$565K -16,298 Closed
PHK
375
Point72 Hong Kong
Hong Kong
-$523K -15,085 Closed

UBSI Hedge Fund Activity: Q2 2025 in Review

364 of the 7,596 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.