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First United (FUNC) Institutional Ownership

First United logo
$36.65 +2.19 (+6.36%)
Closing price 08/22/2025 04:00 PM Eastern
Extended Trading
$36.63 -0.02 (-0.05%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First United (NASDAQ:FUNC)

Current
Institutional Ownership
Percentage
33.27%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$28.65M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.92M
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FUNC Institutional Buying and Selling by Quarter

First United Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Lazard Asset Management LLC7,547$234K0.0%-24.1%0.116%
8/15/2025 HoldCo Asset Management LP20,804$645K0.1%N/A0.321%
8/15/2025 Bridgeway Capital Management LLC70,378$2.18M0.1%+3.6%1.086%
8/15/2025 Bank of America Corp DE5,217$162K0.0%+154.5%0.081%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.3,293$102K0.0%N/A0.051%
8/14/2025 Fourthstone LLC95,617$2.97M0.6%N/A1.476%
8/13/2025 Invesco Ltd.11,105$344K0.0%+3.4%0.171%
8/13/2025 De Lisle Partners LLP150,390$4.67M0.7%+7.9%2.321%
8/13/2025 New York State Common Retirement Fund3,400$105K0.0%N/A0.052%
8/12/2025 American Century Companies Inc.91,454$2.84M0.0%+1.6%1.411%
8/12/2025 Hillsdale Investment Management Inc.52,480$1.63M0.1%+29,055.6%0.810%
8/12/2025 JPMorgan Chase & Co.4,777$148K0.0%N/A0.074%
8/11/2025 TD Waterhouse Canada Inc.930$31K0.0%N/A0.014%
8/8/2025 Angel Oak Capital Advisors LLC33,700$1.05M1.5%+31.1%0.520%
8/8/2025 Police & Firemen s Retirement System of New Jersey1,167$36K0.0%N/A0.018%
8/8/2025 Geode Capital Management LLC139,939$4.34M0.0%+112.3%2.160%
8/7/2025 Acadian Asset Management LLC91,972$2.85M0.0%+3.5%1.419%
8/5/2025 Corton Capital Inc.8,547$265K0.3%N/A0.132%
7/28/2025 Ritholtz Wealth Management10,011$310K0.0%-36.2%0.155%
5/21/2025 Acadian Asset Management LLC88,867$2.67M0.0%+2.2%1.372%
5/19/2025 Jane Street Group LLC26,035$782K0.0%+67.4%0.402%
5/16/2025 Empowered Funds LLC26,549$797K0.0%+6.7%0.410%
5/16/2025 Goldman Sachs Group Inc.58,718$1.76M0.0%+53.2%0.906%
5/16/2025 Millennium Management LLC140,586$4.22M0.0%+349.9%2.170%
5/15/2025 Cubist Systematic Strategies LLC11,246$338K0.0%+187.4%0.174%
5/15/2025 Trexquant Investment LP22,214$667K0.0%+5.0%0.343%
5/15/2025 Huber Capital Management LLC124,239$3.73M0.7%+0.5%1.918%
5/15/2025 OMERS ADMINISTRATION Corp10,400$312K0.0%N/A0.161%
5/13/2025 American Century Companies Inc.90,008$2.70M0.0%+65.2%1.389%
5/13/2025 Informed Momentum Co LLC14,775$444K0.1%-24.3%0.228%
5/12/2025 Invesco Ltd.10,741$322K0.0%-22.1%0.166%
5/12/2025 Angel Oak Capital Advisors LLC25,700$772K1.0%-7.2%0.397%
5/8/2025 De Lisle Partners LLP139,374$4.16M0.7%+15.3%2.153%
5/7/2025 Mackenzie Financial Corp7,860$236K0.0%N/A0.121%
4/29/2025 Bank of New York Mellon Corp16,248$488K0.0%+5.2%0.251%
4/17/2025 Ritholtz Wealth Management15,697$471K0.0%-24.5%0.242%
2/17/2025 Millennium Management LLC31,246$1.05M0.0%+102.5%0.483%
2/17/2025 Cubist Systematic Strategies LLC3,913$132K0.0%-18.4%0.060%
2/17/2025 Bridgeway Capital Management LLC77,761$2.62M0.1%+0.5%1.202%
2/17/2025 Citadel Advisors LLC17,450$588K0.0%-32.2%0.270%
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2/17/2025 Bank of America Corp DE11,648$393K0.0%+449.4%0.180%
2/17/2025 Basswood Capital Management L.L.C.150,364$5.07M0.3%-2.1%2.324%
2/17/2025 683 Capital Management LLC10,063$339K0.0%N/A0.156%
2/14/2025 Jane Street Group LLC15,552$524K0.0%N/A0.240%
2/14/2025 Schonfeld Strategic Advisors LLC15,688$529K0.0%N/A0.242%
2/14/2025 Price T Rowe Associates Inc. MD7,001$237K0.0%N/A0.108%
2/14/2025 Susquehanna International Group LLP92,430$3.12M0.0%+565.9%1.429%
2/14/2025 Tower Research Capital LLC TRC742$25K0.0%+194.4%0.011%
2/14/2025 Dimensional Fund Advisors LP381,642$12.87M0.0%-0.5%5.899%
2/13/2025 Marshall Wace LLP24,146$814K0.0%+218.9%0.373%
2/13/2025 Fourthstone LLC278,788$9.40M1.8%-36.8%4.309%
2/13/2025 EAM Investors LLC19,508$658K0.1%-5.1%0.302%
2/13/2025 Barclays PLC9,374$317K0.0%+122.2%0.145%
2/13/2025 Renaissance Technologies LLC99,795$3.36M0.0%+1.2%1.542%
2/12/2025 Huber Capital Management LLC123,614$4.17M0.8%-0.8%1.911%
2/12/2025 Trexquant Investment LP21,156$713K0.0%+22.4%0.327%
2/12/2025 Geode Capital Management LLC63,400$2.14M0.0%-0.9%0.980%
2/12/2025 O Shaughnessy Asset Management LLC42,253$1.42M0.0%+58.1%0.653%
2/12/2025 Arrowstreet Capital Limited Partnership85,153$2.87M0.0%-2.4%1.316%
2/11/2025 American Century Companies Inc.54,487$1.84M0.0%+35.7%0.842%
2/4/2025 Bank of New York Mellon Corp15,440$520K0.0%+31.3%0.239%
1/31/2025 Angel Oak Capital Advisors LLC27,700$934K1.2%N/A0.428%
1/28/2025 Empowered Funds LLC24,893$839K0.0%+5.0%0.385%
1/15/2025 Ritholtz Wealth Management20,786$701K0.0%+34.9%0.321%
11/19/2024 Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024 Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024 State Street Corp19,596$585K0.0%-7.5%0.303%
11/15/2024 Basswood Capital Management L.L.C.153,540$4.58M0.2%-1.3%2.373%
11/15/2024 Point72 Asia Singapore Pte. Ltd.3,249$97K0.0%N/A0.050%
11/14/2024 Fourthstone LLC441,143$13.16M2.9%+30.0%6.818%
11/14/2024 De Lisle Partners LLP120,838$3.62M0.6%+9.0%1.868%
11/6/2024 Empowered Funds LLC23,713$708K0.0%+5.4%0.367%
10/16/2024 SeaCrest Wealth Management LLC6,766$202K0.0%N/A0.102%
10/10/2024 Ritholtz Wealth Management15,412$460K0.0%N/A0.232%
8/13/2024 Huber Capital Management LLC124,556$2.54M0.6%+4.2%1.873%
8/9/2024 Renaissance Technologies LLC82,195$1.68M0.0%+14.3%1.236%
8/9/2024 Dimensional Fund Advisors LP372,330$7.60M0.0%+7.0%5.600%
8/8/2024 American Century Companies Inc.39,947$816K0.0%+13.2%0.601%
8/6/2024 Acadian Asset Management LLC66,698$1.36M0.0%+72.2%1.003%
5/16/2024 EJF Capital LLC35,000$802K0.6%-83.9%0.526%
5/15/2024 Gendell Jeffrey L178,352$4.09M0.2%+6.3%2.682%
5/15/2024 Price T Rowe Associates Inc. MD9,111$209K0.0%N/A0.137%
5/15/2024 Quadrature Capital Ltd12,917$298K0.0%N/A0.194%
5/15/2024 Huber Capital Management LLC119,556$2.74M0.6%-2.7%1.798%
5/13/2024 O Shaughnessy Asset Management LLC22,805$522K0.0%+103.1%0.343%
5/11/2024 Hillsdale Investment Management Inc.4,836$111K0.0%N/A0.073%
5/10/2024 Acadian Asset Management LLC38,725$886K0.0%+283.2%0.583%
5/10/2024 Vanguard Group Inc.308,612$7.07M0.0%+3.6%4.646%
5/10/2024 PARK CIRCLE Co22,900$525K0.5%N/A0.345%
5/7/2024 Empowered Funds LLC16,136$370K0.0%+8.0%0.243%
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2/15/2024 Gendell Jeffrey L167,704$3.94M0.2%+4.4%2.507%
2/14/2024 Pinnacle Holdings LLC59,621$1.40M0.6%-7.4%0.891%
2/14/2024 Basswood Capital Management L.L.C.156,098$3.67M0.2%-15.4%2.333%
2/6/2024AJOVista LLC2,084$49K0.1%N/A0.031%
11/15/2023 EJF Capital LLC224,872$3.65M1.6%-8.0%3.361%
11/13/2023 Gendell Jeffrey L160,640$2.61M0.1%+7.7%2.394%
8/7/2023 Acadian Asset Management LLC10,106$142K0.0%-12.3%0.151%
8/2/2023 Bank of Montreal Can17,423$277K0.0%N/A0.260%
7/27/2023EA Series Trust12,494$178K0.0%N/A0.187%
5/23/2023 Royce & Associates LP24,307$410K0.0%+53.2%0.363%
(Data available from 1/1/2016 forward)

FUNC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FUNC shares?

During the previous two years, 54 institutional investors and hedge funds held shares of First United. The most heavily invested institutionals were Dimensional Fund Advisors LP ($12.87M), Vanguard Group Inc. ($7.07M), Basswood Capital Management L.L.C. ($5.07M), De Lisle Partners LLP ($4.67M), Geode Capital Management LLC ($4.34M), Millennium Management LLC ($4.22M), and Gendell Jeffrey L ($4.09M).Learn more on First United's institutional investors.

What percentage of First United's stock is owned by institutional investors?

33.27% of First United's stock is owned by institutional investors. Learn more on FUNC's institutional investor holdings.

Which institutional investors have been buying First United's stock?

Of the 45 institutional investors that purchased First United's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($197.53K), Millennium Management LLC ($125.16K), Susquehanna International Group LLP ($78.55K), Geode Capital Management LLC ($74.03K), Acadian Asset Management LLC ($61.65K), Hillsdale Investment Management Inc. ($57.14K), and American Century Companies Inc. ($55.96K).

How much institutional buying is happening at First United?

Institutional investors have bought a total of 915,041 shares in the last 24 months. This purchase volume represents approximately $28.65M in transactions.

Which of First United's major shareholders have been selling company stock?

Of the 15 institutional investors that sold First United's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($162.36K), Ritholtz Wealth Management ($10.78K), Citadel Advisors LLC ($8.29K), Basswood Capital Management L.L.C. ($5.12K), Informed Momentum Co LLC ($4.73K), Invesco Ltd. ($3.04K), and Lazard Asset Management LLC ($2.40K).

How much institutional selling is happening at First United?

Institutional investors have sold a total of 207,923 shares in the last 24 months. This volume of shares sold represents approximately $6.92M in transactions.


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This page (NASDAQ:FUNC) was last updated on 8/23/2025 by MarketBeat.com Staff
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