We are live on ! Find out more
UBSI icon

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
TWD
376
True Wealth Design
Ohio
$70 +$73 +2 New
AF
377
Advisornet Financial
Minnesota
$35
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$28 -$293 -8 -89%
VNIM
379
Vaughan Nelson Investment Management
Texas
-$60.5M -1,612,170 Closed
Assenagon Asset Management
380
Assenagon Asset Management
Luxembourg
-$7.38M -196,623 Closed
Janney Montgomery Scott
381
Janney Montgomery Scott
Pennsylvania
-$1.84M -49,123 Closed
HF
382
HRT Financial
New York
-$867K -23,102 Closed
VI
383
Versor Investments
New York
-$845K -22,500 Closed
SG
384
StoneX Group
New York
-$797K -21,232 Closed
Pacer Advisors
385
Pacer Advisors
Pennsylvania
-$755K -20,108 Closed
Nomura Holdings
386
Nomura Holdings
Japan
-$671K -17,868 Closed
JCM
387
Janney Capital Management
Pennsylvania
-$461K -12,277 Closed
SWIG
388
Strategic Wealth Investment Group
Kentucky
-$339K -9,033 Closed
GS
389
GTS Securities
New York
-$317K -8,448 Closed
I
390
InceptionR
California
-$316K -8,425 Closed
BC
391
Bridgefront Capital
Texas
-$278K -7,410 Closed
TI
392
Tidal Investments
Wisconsin
-$251K -6,684 Closed
Neuberger Berman Group
393
Neuberger Berman Group
New York
-$250K -6,667 Closed
Allianz Asset Management
394
Allianz Asset Management
Germany
-$229K -6,100 Closed
Envestnet Portfolio Solutions
395
Envestnet Portfolio Solutions
Illinois
-$228K -6,082 Closed
NGA
396
Naples Global Advisors
Florida
-$224K -5,900 Closed
BIA
397
Beacon Investment Advisors
Maryland
-$208K -5,544 Closed
CSP
398
Cary Street Partners
Virginia
-$207K -5,519 Closed
CL
399
Choreo LLC
Illinois
-$206K -5,451 Closed
MAM
400
Milestone Asset Management
Pennsylvania
-$201K -5,353 Closed

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.