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United Bankshares
UBSI

371 hedge funds and large institutions have $3.68B invested in United Bankshares in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,347% more call options, than puts

Call options by funds: $5.76M | Put options by funds: $167K

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 364 → 371 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $3.75B → $3.68B (-$74.6M)

4% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 127

2.7% less ownership

Funds ownership: 72.43% → 69.73% (-2.7%)

Holders
371
Holders Change
+7
Holders Change %
+1.92%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
122
Reduced
127
Closed
29
Calls
$5.76M
Puts
$167K
Net Calls
+$5.59M
Net Calls Change
+$2.46M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$13.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11.5M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$9.17M
4
Goldman Sachs
Goldman Sachs
New York
+$8.59M
5
Jane Street
Jane Street
New York
+$8.24M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$52.7M
2
UBS Group
UBS Group
Switzerland
-$13.2M
3
BlackRock
BlackRock
New York
-$11.7M
4
UBS AM
UBS AM
Illinois
-$9M
5
Millennium Management
Millennium Management
New York
-$8.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Axxcess Wealth Management
California
$3.09M -$559 -15 -0%
WPW
77
Waldron Private Wealth
Pennsylvania
$2.89M – – –
SCM
78
Sterling Capital Management
North Carolina
$2.89M +$669K +17,951 +30%
LPL Financial
79
LPL Financial
California
$2.84M +$250K +6,714 +10%
NWMG
80
Nicholson Wealth Management Group
South Carolina
$2.84M – – –
DIA
81
Dana Investment Advisors
Wisconsin
$2.8M -$20.3K -544 -0.7%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.71M -$229K -6,149 -8%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$2.64M -$6.42M -172,312 -71%
DA
84
Dover Advisors
Virginia
$2.63M -$595K -15,959 -19%
MOACM
85
Mutual of America Capital Management
New York
$2.43M -$195K -5,217 -7%
FCM
86
Fieldview Capital Management
Michigan
$2.33M +$1.44M +38,609 +161%
AB
87
Amalgamated Bank
New York
$2.31M +$671 +18 +0%
VAM
88
Verity Asset Management
North Carolina
$2.3M +$1.18M +31,687 +105%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$2.29M – – –
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$2.2M +$6.86K +184 +0.3%
IIM
91
INTECH Investment Management
Florida
$2.18M -$436K -11,706 -17%
EMPI
92
Elo Mutual Pension Insurance
Finland
$2.15M +$1.04M +27,803 +93%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$2.14M +$205K +5,498 +11%
SCA
94
STALEY CAPITAL ADVISERS
Pennsylvania
$2.1M – – –
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$2.04M -$735K -19,714 -26%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$2.04M – – –
Creative Planning
97
Creative Planning
Kansas
$2.02M +$71.2K +1,909 +4%
Two Sigma Investments
98
Two Sigma Investments
New York
$2M +$2M +53,763 New
NA
99
NewEdge Advisors
Louisiana
$1.98M +$456K +12,226 +30%
Osaic Holdings
100
Osaic Holdings
Arizona
$1.93M +$35.8K +959 +2%
2 3
4
5 6

UBSI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2025, worth a combined $3.68B — down 2% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UBSI positions and 29 closed out — a net gain of 11 holders — while 122 added to existing stakes and 127 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $13.7M. The largest seller was First Trust Advisors, cutting an estimated $52.7M.

  • 371 institutional investors held United Bankshares (UBSI) as of Q3 2025, up from 364 in Q2 2025.
  • Funds reported $3.68B of United Bankshares stock for Q3 2025, down 2% quarter-over-quarter.
  • 40 funds opened new United Bankshares positions in Q3 2025 and 29 closed out, a net change of +11 holders.
  • The largest United Bankshares buyer in Q3 2025 was AQR Capital Management, an estimated $13.7M added.
  • The largest United Bankshares seller in Q3 2025 was First Trust Advisors, an estimated $52.7M sold.

Based on aggregated 13F filings for Q3 2025.