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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
VPIM
176
Vanguard Personalized Indexing Management
California
$709K +$106K +3,029 +18%
PFS
177
Prospera Financial Services
Texas
$704K +$246 +7 +0%
IA
178
IFG Advisory
Georgia
$701K -$202K -5,750 -23%
SG
179
StoneX Group
New York
$682K +$657K +18,718 New
HWA
180
Heritage Wealth Advisors
Virginia
$680K +$2.04K +58 +0.3%
ZIM
181
Zacks Investment Management
Illinois
$665K +$142K +4,036 +28%
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$659K +$2.39K +68 +0.4%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$653K -$226K -6,432 -26%
SF
184
Summit Financial
New Jersey
$650K -$4.5K -128 -0.7%
BJL
185
Brighton Jones LLC
Washington
$650K +$25.9K +738 +4%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$646K +$35.7K +1,016 +6%
CIA
187
Capital Investment Advisors
Georgia
$640K +$5.55K +158 +0.9%
CWM
188
CIBC World Markets
New York
$636K -$417K -11,887 -41%
KeyBank National Association
189
KeyBank National Association
Ohio
$611K -$116K -3,303 -16%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$602K -$45.2K -1,288 -7%
COI
191
Connable Office Inc
Michigan
$599K +$48.9K +1,392 +9%
D.E. Shaw & Co
192
D.E. Shaw & Co
New York
$590K -$1.66M -47,185 -74%
SOADOR
193
State of Alaska Department of Revenue
Alaska
$579K -$28.1K -800 -5%
GFA
194
Gallagher Fiduciary Advisors
Illinois
$576K +$100K +2,860 +22%
TRCT
195
Tower Research Capital (TRC)
New York
$556K +$243K +6,925 +83%
DC
196
Davenport & Co
Virginia
$535K -$597 -17 -0.1%
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
$534K -$7.04M -200,519 -93%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$531K -$190K -5,414 -27%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$492K
State of Wisconsin Investment Board
200
State of Wisconsin Investment Board
Wisconsin
$491K -$10.8K -308 -2%

UBSI Hedge Fund Activity: Q2 2025 in Review

364 of the 7,596 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.