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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
KPWS
151
Kestra Private Wealth Services
Texas
$986K +$3.93K +112 +0.4%
AUB
152
Atlantic Union Bankshares
Virginia
$969K +$934K +26,609 New
SO
153
STRS Ohio
Ohio
$962K -$133K -3,800 -13%
FVWA
154
Foster Victor Wealth Advisors
South Carolina
$952K -$57.6K -1,639 -6%
SB
155
Strategic Blueprint
Georgia
$931K +$543K +15,460 +153%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$912K +$17.2K +490 +2%
SFA
157
Sequoia Financial Advisors
Ohio
$896K +$2.84K +81 +0.3%
TP
158
Tranquility Partners
Tennessee
$893K
Franklin Resources
159
Franklin Resources
California
$884K +$38.5K +1,097 +5%
HighTower Advisors
160
HighTower Advisors
Illinois
$874K +$90.5K +2,577 +12%
FCM
161
Fieldview Capital Management
Michigan
$874K +$842K +23,983 New
MSG
162
Main Street Group
Virginia
$870K -$34.1K -971 -4%
HNB
163
Huntington National Bank
Ohio
$858K
SSA
164
Schonfeld Strategic Advisors
New York
$858K -$463K -13,175 -36%
GCM
165
Graham Capital Management
Connecticut
$846K +$130K +3,714 +19%
PWAM
166
Papamarkou Wellner Asset Management
New York
$845K
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$843K +$82K +2,335 +11%
Truist Financial
168
Truist Financial
North Carolina
$815K +$354K +10,069 +82%
UCFA
169
United Capital Financial Advisors
Texas
$806K -$1.34M -38,182 -63%
Prudential Financial
170
Prudential Financial
New Jersey
$795K +$279K +7,938 +57%
LTAS
171
Linden Thomas Advisory Services
North Carolina
$754K -$5.2K -148 -0.7%
EMFAT
172
Emerald Mutual Fund Advisers Trust
Pennsylvania
$733K +$584K +16,636 +479%
X
173
Xponance
Pennsylvania
$731K +$11.7K +333 +2%
VI
174
Versor Investments
New York
$725K +$699K +19,900 New
EGM
175
Engineers Gate Manager
New York
$718K +$421K +12,000 +156%

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.