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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
CCIA
151
Campbell & Co Investment Adviser
Maryland
$937K -$66.7K -1,821 -6%
KPWS
152
Kestra Private Wealth Services
Texas
$935K +$579K +15,796 +142%
KK
153
KLP Kapitalforvaltning
Norway
$920K -$62.3K -1,700 -6%
KWM
154
Kingsview Wealth Management
Oregon
$886K -$5.39K -147 -0.6%
Arrowstreet Capital
155
Arrowstreet Capital
Massachusetts
$879K +$929K +25,347 New
IA
156
IFG Advisory
Georgia
$866K +$915K +24,985 New
MSG
157
Main Street Group
Virginia
$861K +$35.6K +971 +4%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$850K -$14.1K -385 -2%
SFA
159
Sequoia Financial Advisors
Ohio
$850K +$898K +24,518 New
TP
160
Tranquility Partners
Tennessee
$850K -$98K -2,675 -10%
FVWA
161
Foster Victor Wealth Advisors
South Carolina
$847K
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$845K -$113K -3,073 -11%
HNB
163
Huntington National Bank
Ohio
$817K -$4.18K -114 -0.5%
PWAM
164
Papamarkou Wellner Asset Management
New York
$804K
JFG
165
Jefferies Financial Group
New York
$803K +$849K +23,170 New
Franklin Resources
166
Franklin Resources
California
$803K -$24.7K -674 -3%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$800K +$40.7K +1,110 +5%
MC
168
Moors & Cabot
Massachusetts
$789K
OTPPB
169
Ontario Teachers' Pension Plan Board
Ontario, Canada
$773K +$69.7K +1,902 +9%
SSB
170
Sandy Spring Bank
Maryland
$764K -$66.3K -1,811 -8%
Man Group
171
Man Group
United Kingdom
$756K +$799K +21,810 New
DTL
172
Dynamic Technology Lab
Singapore
$745K -$519K -14,153 -40%
HighTower Advisors
173
HighTower Advisors
Illinois
$742K -$46.6K -1,271 -6%
PI
174
PineBridge Investments
New York
$731K -$1.48M -40,268 -66%
LTAS
175
Linden Thomas Advisory Services
North Carolina
$722K +$659 +18 +0.1%

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.