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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
JP Morgan Chase
26
JP Morgan Chase
New York
$20.5M -$8.77M -239,339 -29%
Ameriprise
27
Ameriprise
Minnesota
$20.1M +$7.27M +198,364 +52%
BCM
28
Basswood Capital Management
New York
$17.1M +$9.58M +261,371 +112%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$15.9M +$134K +3,666 +0.8%
SFM
30
Systematic Financial Management
New Jersey
$14.7M +$870K +23,747 +6%
First Trust Advisors
31
First Trust Advisors
Illinois
$14.4M -$20.5K -559 -0.1%
Wells Fargo
32
Wells Fargo
California
$14.3M -$761K -20,765 -5%
UBS AM
33
UBS AM
Illinois
$14.2M +$1.04M +28,366 +7%
Raymond James Financial
34
Raymond James Financial
Florida
$13.5M -$304K -8,296 -2%
SEI Investments
35
SEI Investments
Pennsylvania
$12.8M +$2.73M +74,557 +25%
Principal Financial Group
36
Principal Financial Group
Iowa
$11.4M +$755K +20,600 +7%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$10.9M +$11.5M +313,131 New
Verition Fund Management
38
Verition Fund Management
Connecticut
$10M +$199K +5,443 +2%
AllianceBernstein
39
AllianceBernstein
Tennessee
$9.81M +$177K +4,838 +2%
AQR Capital Management
40
AQR Capital Management
Connecticut
$9.66M +$3.2M +87,213 +45%
Squarepoint
41
Squarepoint
New York
$9.48M +$10M +273,474 New
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$9.25M +$8.38M +228,843 +603%
Swiss National Bank
43
Swiss National Bank
Switzerland
$9.08M -$147K -4,000 -2%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$8.66M -$412K -11,241 -4%
Barclays
45
Barclays
United Kingdom
$8.48M -$3.5M -95,413 -28%
Renaissance Technologies
46
Renaissance Technologies
New York
$7.87M +$8.32M +227,033 New
CF
47
Corebridge Financial
Texas
$7.68M +$149K +4,057 +2%
Legal & General Group
48
Legal & General Group
United Kingdom
$7.64M +$67.5K +1,842 +0.8%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$7.58M +$5.13M +139,893 +178%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$7.46M +$5.43M +148,136 +221%

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.