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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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$480K +$479K +13,087 +1,511%
State of Wisconsin Investment Board
202
State of Wisconsin Investment Board
Wisconsin
$478K +$40.9K +1,115 +9%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$477K +$79K +2,156 +19%
AWM
204
Apollon Wealth Management
South Carolina
$469K +$496K +13,531 New
Federated Hermes
205
Federated Hermes
Pennsylvania
$469K -$124K -3,386 -20%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$468K
MEG
207
Millstone Evans Group
Colorado
$462K -$234K -6,374 -32%
NC
208
NovaPoint Capital
Georgia
$457K +$482K +13,169 New
GFA
209
Gallagher Fiduciary Advisors
Illinois
$450K +$28.6K +782 +6%
GCP
210
GSA Capital Partners
United Kingdom
$439K +$464K +12,663 New
IMRF
211
Illinois Municipal Retirement Fund
Illinois
$437K
IIC
212
Integrated Investment Consultants
Michigan
$435K +$843 +23 +0.2%
RAG
213
RIA Advisory Group
Iowa
$432K -$8.21K -224 -2%
CAMG
214
CWA Asset Management Group
Florida
$431K
Truist Financial
215
Truist Financial
North Carolina
$427K -$389K -10,610 -46%
BMWM
216
Brown Miller Wealth Management
Virginia
$425K +$4.36K +119 +1%
VRS
217
Virginia Retirement Systems
Virginia
$409K +$432K +11,800 New
TFA
218
Toth Financial Advisory
Virginia
$407K
PFPT
219
Pinnacle Financial Partners (Tennessee)
Tennessee
$396K -$52.1K -1,422 -11%
Cetera Investment Advisers
220
Cetera Investment Advisers
Illinois
$388K -$8.57K -234 -2%
SAM
221
Securian Asset Management
Minnesota
$376K +$23.6K +644 +6%
Los Angeles Capital Management
222
Los Angeles Capital Management
California
$375K -$73.3K -2,000 -16%
CFP
223
Curran Financial Partners
South Carolina
$374K
LIA
224
Lynx Investment Advisory
District of Columbia
$358K -$80.7K -2,204 -18%
AA
225
ALPS Advisors
Colorado
$357K +$378K +10,310 New

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.