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United Bankshares

371 hedge funds and large institutions have $3.68B invested in United Bankshares in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,347% more call options, than puts

Call options by funds: $5.76M | Put options by funds: $167K

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 364371 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $3.75B → $3.68B (-$74.6M)

4% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 127

2.7% less ownership

Funds ownership: 72.43%69.73% (-2.7%)

Holders
371
Holders Change
+7
Holders Change %
+1.92%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
122
Reduced
127
Closed
29
Calls
$5.76M
Puts
$167K
Net Calls
+$5.59M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
Heritage Wealth Advisors
Virginia
$491K -$204K -5,472 -29%
Daiwa Securities Group
202
Daiwa Securities Group
Japan
$479K -$20.9K -561 -4%
CAMG
203
CWA Asset Management Group
Florida
$471K
BMWM
204
Brown Miller Wealth Management
Virginia
$466K +$4.7K +126 +1%
Jones Financial Companies
205
Jones Financial Companies
Missouri
$458K +$12.8K +343 +3%
II
206
Inspire Investing
Idaho
$455K +$58.9K +1,580 +15%
AA
207
ALPS Advisors
Colorado
$453K +$64.9K +1,742 +17%
I
208
InceptionR
California
$445K +$35.7K +957 +9%
GFG
209
Goldstone Financial Group
Illinois
$443K +$41.3K +1,107 +10%
TFA
210
Toth Financial Advisory
Virginia
$437K
EIA
211
Edgemoor Investment Advisors
Maryland
$428K +$429K +11,497 New
AG
212
AlTi Global
New York
$423K +$424K +11,375 New
GI
213
GAMCO Investors
Connecticut
$409K +$37.3K +1,000 +10%
VRS
214
Virginia Retirement Systems
Virginia
$406K +$145K +3,900 +56%
CFP
215
Curran Financial Partners
South Carolina
$405K +$3.73K +100 +0.9%
Los Angeles Capital Management
216
Los Angeles Capital Management
California
$402K
CHC
217
City Holding Co
West Virginia
$400K +$56K +1,501 +16%
JCIA
218
Jackson Creek Investment Advisors
Colorado
$400K -$783 -21 -0.2%
SAM
219
Securian Asset Management
Minnesota
$394K -$5.93K -159 -1%
RAG
220
RIA Advisory Group
Iowa
$391K -$7.16K -192 -2%
LIA
221
Lynx Investment Advisory
District of Columbia
$381K -$15.9K -427 -4%
JCM
222
Janney Capital Management
Pennsylvania
$380K +$381K +10,207 New
D.E. Shaw & Co
223
D.E. Shaw & Co
New York
$371K -$232K -6,230 -38%
IA
224
IFP Advisors
Florida
$367K -$447 -12 -0.1%
BAM
225
Belpointe Asset Management
Nevada
$364K -$13K -350 -3%

UBSI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q3 2025, worth a combined $3.68B — down 2% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UBSI positions and 29 closed out — a net gain of 11 holders — while 122 added to existing stakes and 127 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $13.7M. The largest seller was First Trust Advisors, cutting an estimated $52.7M.

  • 371 institutional investors held United Bankshares (UBSI) as of Q3 2025, up from 364 in Q2 2025.
  • Funds reported $3.68B of United Bankshares stock for Q3 2025, down 2% quarter-over-quarter.
  • 40 funds opened new United Bankshares positions in Q3 2025 and 29 closed out, a net change of +11 holders.
  • The largest United Bankshares buyer in Q3 2025 was AQR Capital Management, an estimated $13.7M added.
  • The largest United Bankshares seller in Q3 2025 was First Trust Advisors, an estimated $52.7M sold.

Based on aggregated 13F filings for Q3 2025.