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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
Brown Advisory
76
Brown Advisory
Maryland
$3.06M -$201K -5,473 -6%
DA
77
Dover Advisors
Virginia
$3.02M +$3.15M +86,052 New
AWM
78
Axxcess Wealth Management
California
$2.91M -$13.9K -379 -0.5%
EWA
79
EP Wealth Advisors
California
$2.9M +$2.78K +76 +0.1%
Citadel Advisors
80
Citadel Advisors
Florida
$2.86M +$1.77M +48,237 +141%
WPW
81
Waldron Private Wealth
Pennsylvania
$2.7M -$20.3K -553 -0.7%
DIA
82
Dana Investment Advisors
Wisconsin
$2.67M -$72.8K -1,986 -3%
NWMG
83
Nicholson Wealth Management Group
South Carolina
$2.64M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$2.58M +$29.9K +816 +1%
MOACM
85
Mutual of America Capital Management
New York
$2.55M +$81.2K +2,216 +3%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$2.53M +$1.64M +44,745 +158%
A
87
AlphaQuest
New York
$2.5M -$341K -9,302 -11%
LPL Financial
88
LPL Financial
California
$2.37M -$11.9K -325 -0.5%
GC
89
Guggenheim Capital
Illinois
$2.34M +$219K +5,981 +10%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$2.31M +$47.6K +1,298 +2%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$2.2M +$2.32M +63,382 New
AB
92
Amalgamated Bank
New York
$2.17M +$25.6K +698 +1%
IIM
93
INTECH Investment Management
Florida
$2.15M +$391K +10,668 +21%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$2.12M
UCFA
95
United Capital Financial Advisors
Texas
$2.09M +$2.21M +60,305 New
SCM
96
Sterling Capital Management
North Carolina
$2.02M -$79.2K -2,163 -4%
SCA
97
STALEY CAPITAL ADVISERS
Pennsylvania
$1.98M -$112K -3,069 -5%
VAM
98
Verity Asset Management
North Carolina
$1.96M +$1.04M +28,315 +101%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$1.91M +$63.4K +1,731 +3%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$1.9M

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.