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United Bankshares
UBSI

Overview Fund Activity

362 hedge funds and large institutions have $3.75B invested in United Bankshares in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 152 increasing their positions, 106 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-13
Holders Change %
-3.47%
% of All Funds
4.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
39
Increased
152
Reduced
106
Closed
48
Calls
$4.38M
Puts
$1.25M
Net Calls
+$3.13M
Net Calls Change
+$962K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$70.5M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$543M
3
Morgan Stanley
3
Morgan Stanley
New York
$42.4M
4
EARNEST Partners
4
EARNEST Partners
Georgia
$169M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$20.5M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$15.9M
2
BCM
2
Basswood Capital Management
New York
$8.49M
3
CF
3
Corebridge Financial
Texas
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$16.1M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
201
State of Wisconsin Investment Board
Wisconsin
$491K -$11.2K -308 -2%
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$489K -$11.8K -325 -2%
MEG
203
Millstone Evans Group
Colorado
$486K – – –
JFG
204
Jefferies Financial Group
New York
$483K -$361K -9,920 -43%
Federated Hermes
205
Federated Hermes
Pennsylvania
$482K -$10.5K -288 -2%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$469K +$60.6K +1,663 +15%
CAMG
207
CWA Asset Management Group
Florida
$461K +$8.82K +242 +2%
KIM
208
Kestra Investment Management
Texas
$454K +$104K +2,963 +30%
BMWM
209
Brown Miller Wealth Management
Virginia
$452K +$4.81K +132 +1%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$434K -$74K -2,030 -15%
TFA
211
Toth Financial Advisory
Virginia
$428K – – –
GFG
212
Goldstone Financial Group
Illinois
$414K +$68.2K +1,776 +20%
I
213
InceptionR
California
$400K +$400K +10,991 New
Los Angeles Capital Management
214
Los Angeles Capital Management
California
$394K – – –
CFP
215
Curran Financial Partners
South Carolina
$393K – – –
JCIA
216
Jackson Creek Investment Advisors
Colorado
$392K +$392K +10,765 New
SAM
217
Securian Asset Management
Minnesota
$391K -$3.64K -100 -0.9%
RAG
218
RIA Advisory Group
Iowa
$390K -$63.6K -1,746 -14%
LIA
219
Lynx Investment Advisory
District of Columbia
$389K +$13K +356 +3%
II
220
Inspire Investing
Idaho
$388K +$26.6K +730 +7%
SC
221
Savant Capital
Illinois
$380K +$380K +10,442 New
AA
222
ALPS Advisors
Colorado
$380K +$4.59K +126 +1%
YIH
223
Y-Intercept (HK)
Hong Kong
$378K +$378K +10,365 New
IA
224
IFP Advisors
Florida
$374K +$3.3K +87 +0.9%
DS
225
DRW Securities
Illinois
$374K +$374K +10,255 New
7 8
9
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