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
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$1.9M -$185K -5,051 -8%
Osaic Holdings
102
Osaic Holdings
Arizona
$1.89M +$1.45M +39,522 +262%
Creative Planning
103
Creative Planning
Kansas
$1.81M -$7.18K -196 -0.4%
Comerica Bank
104
Comerica Bank
Texas
$1.8M -$22.9K -626 -1%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$1.78M
RPWA
106
Regent Peak Wealth Advisors
Georgia
$1.76M +$1.86M +50,682 New
CI
107
Cambiar Investors
Colorado
$1.73M -$361K -9,865 -17%
ACA
108
Anchor Capital Advisors
Massachusetts
$1.7M -$86.2K -2,353 -5%
BCM
109
Bridgeway Capital Management
Texas
$1.69M +$1.78M +48,646 New
YCM
110
Yousif Capital Management
Michigan
$1.68M +$44.8K +1,223 +3%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$1.64M -$364K -9,932 -17%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.64M +$156K +4,255 +10%
JAM
113
Jupiter Asset Management
United Kingdom
$1.6M +$1.69M +46,244 New
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$1.53M +$1.07M +29,089 +193%
Cerity Partners
115
Cerity Partners
New York
$1.46M +$12.7K +346 +0.8%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$1.46M +$110K +3,002 +8%
AI
117
Atria Investments
North Carolina
$1.45M +$159K +4,352 +12%
TRSOTSOK
118
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M
AIP
119
Ameritas Investment Partners
Nebraska
$1.44M +$22.4K +612 +1%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$1.4M +$567K +15,480 +61%
NA
121
NewEdge Advisors
Louisiana
$1.4M +$47.6K +1,299 +3%
LSERS
122
Louisiana State Employees Retirement System
Louisiana
$1.39M +$95.3K +2,600 +7%
ASRS
123
Arizona State Retirement System
Arizona
$1.34M -$16.8K -459 -1%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$1.34M -$134K -3,666 -9%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$1.3M +$52.5K +1,432 +4%

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.