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Unity Bancorp
UNTY

112 hedge funds and large institutions have $201M invested in Unity Bancorp in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

6% more funds holding

Funds holding: 106 → 112 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.92% less ownership

Funds ownership: 50.1% → 49.17% (-0.92%)

8% less capital invested

Capital invested by funds: $218M → $201M (-$17M)

Holders
112
Holders Change
+6
Holders Change %
+5.66%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
38
Reduced
34
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.45M
2
Truist Financial
Truist Financial
North Carolina
+$2.1M
3
American Century Companies
American Century Companies
Missouri
+$1.84M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.42M
5
AI
Axecap Investments
Ohio
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$4.98M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.68M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.08M
4
RA
Royce & Associates
New York
-$1.74M
5
Invesco
Invesco
Georgia
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$1.83K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$1.83K +$2.03K +45 New
CCM
103
Coldstream Capital Management
Washington
$1.38K +$1.54K +34 New
SS
104
SBI Securities
Japan
$1.26K – – –
QCG
105
Quadrant Capital Group
Ohio
$1.22K +$1.36K +30 New
GWM
106
Geneos Wealth Management
Colorado
$1.14K +$1.27K +28 New
C
107
Covestor
United Kingdom
$1K -$1.31K -29 -51%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$326 – – –
WA
109
Whipplewood Advisors
Colorado
$244 +$54.7K +1,210 +11,000%
TWD
110
True Wealth Design
Ohio
$163 – – –
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$122 +$136 +3 New
EWA
112
EverSource Wealth Advisors
Alabama
$41 -$316 -7 -88%
II
113
Inspire Investing
Idaho
– -$845K -19,370 Closed
Man Group
114
Man Group
United Kingdom
– -$304K -6,980 Closed
GCP
115
GSA Capital Partners
United Kingdom
– -$263K -6,030 Closed
PP
116
PDT Partners
New York
– -$250K -5,724 Closed
RWM
117
Ritholtz Wealth Management
New York
– -$229K -5,254 Closed
FIA
118
Foundations Investment Advisors
Arizona
– -$219K -5,028 Closed
Los Angeles Capital Management
119
Los Angeles Capital Management
California
– -$218K -5,010 Closed
GM
120
GeoWealth Management
Illinois
– -$218K -5,005 Closed
VF
121
Virtu Financial
New York
– -$207K -4,755 Closed
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
– -$202K -4,630 Closed
VIA
123
Virtus Investment Advisers
Connecticut
– -$148K -3,400 Closed
RS
124
R Squared
Hong Kong
– -$4.8K -110 Closed
Creative Planning
125
Creative Planning
Kansas
– -$4.23K -97 Closed
2 3 4
5
6

UNTY Hedge Fund Activity: Q1 2025 in Review

112 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q1 2025, worth a combined $201M — down 7.8% from $218M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UNTY positions and 14 closed out — a net gain of 6 holders — while 38 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $2.45M. The largest seller was Banc Funds Company, cutting an estimated $4.98M.

  • 112 institutional investors held Unity Bancorp (UNTY) as of Q1 2025, up from 106 in Q4 2024.
  • Funds reported $201M of Unity Bancorp stock for Q1 2025, down 7.8% quarter-over-quarter.
  • 20 funds opened new Unity Bancorp positions in Q1 2025 and 14 closed out, a net change of +6 holders.
  • The largest Unity Bancorp buyer in Q1 2025 was BlackRock, an estimated $2.45M added.
  • The largest Unity Bancorp seller in Q1 2025 was Banc Funds Company, an estimated $4.98M sold.

Based on aggregated 13F filings for Q1 2025.