United-Guardian
32 hedge funds and large institutions have $8.28M invested in United-Guardian in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
3% more funds holding
Funds holding: 31 → 32 (+1)
0.11% more ownership
Funds ownership: 22.45% → 22.56% (+0.11%)
11% less capital invested
Capital invested by funds: $9.26M → $8.28M (-$986K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$62.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$39.1K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$36.3K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$16.5K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$50.3K |
| 2 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
-$31.9K |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$15.4K |
| 4 |
Renaissance Technologies
New York
|
-$8.27K |
| 5 |
BlackRock
New York
|
-$7.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
26
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.31K | +$1.36K | +165 | New |
|
|
SS
27
SBI Securities
Tokyo,
Japan
| $1.09K | +$165 | +20 | +17% |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $952 | +$927 | +112 | +1,600% |
|
29
Jones Financial Companies
Des Peres,
Missouri
| $815 | – | – | – |
|
|
ATC
30
Advantage Trust Company
Salina,
Kansas
| $800 | +$827 | +100 | New |
|
31
Morgan Stanley
New York
| $645 | -$1.36K | -165 | -67% |
|
|
AAS
32
Ameritas Advisory Services
Lincoln,
Nebraska
| $8 | +$8 | +1 | New |
|
|
HIM
33
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$15.4K | -1,714 | Closed |
|
34
JP Morgan Chase
New York
| – | -$54 | -6 | Closed |
|
UG Hedge Fund Activity: Q2 2025 in Review
32 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2025, worth a combined $8.28M — down 11% from $9.26M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $62.4K. The largest seller was Neuberger Berman Group, cutting an estimated $50.3K.
- 32 institutional investors held United-Guardian (UG) as of Q2 2025, up from 31 in Q1 2025.
- Funds reported $8.28M of United-Guardian stock for Q2 2025, down 11% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q2 2025 and 2 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q2 2025 was Susquehanna International Group, an estimated $62.4K added.
- The largest United-Guardian seller in Q2 2025 was Neuberger Berman Group, an estimated $50.3K sold.
Based on aggregated 13F filings for Q2 2025.