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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
Brown Advisory
76
Brown Advisory
Maryland
$3.17M -$40.8K -1,162 -1%
Citadel Advisors
77
Citadel Advisors
Florida
$3.16M +$152K +4,335 +5%
DA
78
Dover Advisors
Virginia
$3.13M
EWA
79
EP Wealth Advisors
California
$3.05M -$3.37K -96 -0.1%
AWM
80
Axxcess Wealth Management
California
$3.02M -$31.7K -902 -1%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$2.88M +$158K +4,509 +6%
WPW
82
Waldron Private Wealth
Pennsylvania
$2.83M
NWMG
83
Nicholson Wealth Management Group
South Carolina
$2.78M
DIA
84
Dana Investment Advisors
Wisconsin
$2.76M -$43.1K -1,228 -2%
GC
85
Guggenheim Capital
Illinois
$2.73M +$262K +7,465 +11%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$2.71M +$273K +7,765 +12%
MOACM
87
Mutual of America Capital Management
New York
$2.57M -$105K -2,999 -4%
IIM
88
INTECH Investment Management
Florida
$2.56M +$296K +8,422 +14%
LPL Financial
89
LPL Financial
California
$2.53M +$38.7K +1,102 +2%
MIC
90
Mubadala Investment Company
United Arab Emirates
$2.47M +$2.38M +67,713 New
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$2.4M +$507K +14,427 +28%
TI
92
Trexquant Investment
Connecticut
$2.28M +$2.2M +62,539 New
AB
93
Amalgamated Bank
New York
$2.26M -$17K -484 -0.8%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$2.24M
SCM
95
Sterling Capital Management
North Carolina
$2.17M +$53.6K +1,526 +3%
WAP
96
Wealthcare Advisory Partners
Pennsylvania
$2.15M +$406K +11,560 +24%
SCA
97
STALEY CAPITAL ADVISERS
Pennsylvania
$2.06M -$17.6K -500 -0.9%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2.02M +$1.66M +47,303 +576%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$2M -$3.65K -104 -0.2%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$1.99M

UBSI Hedge Fund Activity: Q2 2025 in Review

364 of the 7,595 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.