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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
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$489K -$11.4K -325 -2%
MEG
202
Millstone Evans Group
Colorado
$486K
JFG
203
Jefferies Financial Group
New York
$483K -$348K -9,920 -43%
Federated Hermes
204
Federated Hermes
Pennsylvania
$482K -$10.1K -288 -2%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$469K +$58.4K +1,663 +15%
CAMG
206
CWA Asset Management Group
Florida
$461K +$8.5K +242 +2%
KIM
207
Kestra Investment Management
Texas
$454K +$104K +2,963 +30%
BMWM
208
Brown Miller Wealth Management
Virginia
$452K +$4.63K +132 +1%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$434K -$71.3K -2,030 -15%
TFA
210
Toth Financial Advisory
Virginia
$428K
PFPT
211
Pinnacle Financial Partners (Tennessee)
Tennessee
$416K
GFG
212
Goldstone Financial Group
Illinois
$414K +$62.4K +1,776 +20%
I
213
InceptionR
California
$400K +$386K +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 +$378K +10,765 New
SAM
217
Securian Asset Management
Minnesota
$391K -$3.51K -100 -0.9%
RAG
218
RIA Advisory Group
Iowa
$390K -$61.3K -1,746 -14%
LIA
219
Lynx Investment Advisory
District of Columbia
$389K +$12.5K +356 +3%
II
220
Inspire Investing
Idaho
$388K +$25.6K +730 +7%
AA
221
ALPS Advisors
Colorado
$380K +$4.42K +126 +1%
YIH
222
Y-Intercept (HK)
Hong Kong
$378K +$364K +10,365 New
IA
223
IFP Advisors
Florida
$374K +$3.06K +87 +0.9%
DS
224
DRW Securities
Illinois
$374K +$360K +10,255 New
BAM
225
Belpointe Asset Management
Nevada
$369K -$35 -1 -0%

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.