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First United (FUNC) Institutional Ownership

First United logo
$37.67 -0.74 (-1.93%)
As of 02:05 PM Eastern
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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)
40
Total
Institutional Inflows
(last 12 months)
$28.86M
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
9/4/2025 Osaic Holdings Inc.6,921$215K0.0%N/A0.107%
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%
5/21/2025Acadian Asset Management LLC88,867$2.67M0.0%+2.2%1.372%
5/19/2025Jane Street Group LLC26,035$782K0.0%+67.4%0.402%
5/16/2025Empowered Funds LLC26,549$797K0.0%+6.7%0.410%
5/16/2025Goldman Sachs Group Inc.58,718$1.76M0.0%+53.2%0.906%
5/16/2025Millennium Management LLC140,586$4.22M0.0%+349.9%2.170%
5/15/2025Cubist Systematic Strategies LLC11,246$338K0.0%+187.4%0.174%
5/15/2025Trexquant Investment LP22,214$667K0.0%+5.0%0.343%
5/15/2025Huber Capital Management LLC124,239$3.73M0.7%+0.5%1.918%
5/15/2025OMERS ADMINISTRATION Corp10,400$312K0.0%N/A0.161%
5/13/2025American Century Companies Inc.90,008$2.70M0.0%+65.2%1.389%
5/13/2025Informed Momentum Co LLC14,775$444K0.1%-24.3%0.228%
5/12/2025Invesco Ltd.10,741$322K0.0%-22.1%0.166%
5/12/2025Angel Oak Capital Advisors LLC25,700$772K1.0%-7.2%0.397%
5/8/2025De Lisle Partners LLP139,374$4.16M0.7%+15.3%2.153%
5/7/2025Mackenzie Financial Corp7,860$236K0.0%N/A0.121%
4/29/2025Bank of New York Mellon Corp16,248$488K0.0%+5.2%0.251%
4/17/2025Ritholtz Wealth Management15,697$471K0.0%-24.5%0.242%
2/17/2025Millennium Management LLC31,246$1.05M0.0%+102.5%0.483%
2/17/2025Cubist Systematic Strategies LLC3,913$132K0.0%-18.4%0.060%
2/17/2025Bridgeway Capital Management LLC77,761$2.62M0.1%+0.5%1.202%
2/17/2025Citadel Advisors LLC17,450$588K0.0%-32.2%0.270%
2/17/2025Bank of America Corp DE11,648$393K0.0%+449.4%0.180%
2/17/2025Basswood Capital Management L.L.C.150,364$5.07M0.3%-2.1%2.324%
2/17/2025683 Capital Management LLC10,063$339K0.0%N/A0.156%
2/14/2025Jane Street Group LLC15,552$524K0.0%N/A0.240%
2/14/2025Schonfeld Strategic Advisors LLC15,688$529K0.0%N/A0.242%
2/14/2025Price T Rowe Associates Inc. MD7,001$237K0.0%N/A0.108%
2/14/2025Susquehanna International Group LLP92,430$3.12M0.0%+565.9%1.429%
2/14/2025Tower Research Capital LLC TRC742$25K0.0%+194.4%0.011%
2/14/2025Dimensional Fund Advisors LP381,642$12.87M0.0%-0.5%5.899%
2/13/2025Marshall Wace LLP24,146$814K0.0%+218.9%0.373%
2/13/2025Fourthstone LLC278,788$9.40M1.8%-36.8%4.309%
2/13/2025EAM Investors LLC19,508$658K0.1%-5.1%0.302%
2/13/2025Barclays PLC9,374$317K0.0%+122.2%0.145%
2/13/2025Renaissance Technologies LLC99,795$3.36M0.0%+1.2%1.542%
2/12/2025Huber Capital Management LLC123,614$4.17M0.8%-0.8%1.911%
2/12/2025Trexquant Investment LP21,156$713K0.0%+22.4%0.327%
2/12/2025Geode Capital Management LLC63,400$2.14M0.0%-0.9%0.980%
2/12/2025O Shaughnessy Asset Management LLC42,253$1.42M0.0%+58.1%0.653%
2/12/2025Arrowstreet Capital Limited Partnership85,153$2.87M0.0%-2.4%1.316%
2/11/2025American Century Companies Inc.54,487$1.84M0.0%+35.7%0.842%
2/4/2025Bank of New York Mellon Corp15,440$520K0.0%+31.3%0.239%
1/31/2025Angel Oak Capital Advisors LLC27,700$934K1.2%N/A0.428%
1/28/2025Empowered Funds LLC24,893$839K0.0%+5.0%0.385%
1/15/2025Ritholtz Wealth Management20,786$701K0.0%+34.9%0.321%
11/19/2024Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024Barclays PLC4,218$126K0.0%N/A0.065%
11/15/2024State Street Corp19,596$585K0.0%-7.5%0.303%
11/15/2024Basswood Capital Management L.L.C.153,540$4.58M0.2%-1.3%2.373%
11/15/2024Point72 Asia Singapore Pte. Ltd.3,249$97K0.0%N/A0.050%
11/14/2024Fourthstone LLC441,143$13.16M2.9%+30.0%6.818%
11/14/2024De Lisle Partners LLP120,838$3.62M0.6%+9.0%1.868%
11/6/2024Empowered Funds LLC23,713$708K0.0%+5.4%0.367%
10/16/2024SeaCrest Wealth Management LLC6,766$202K0.0%N/A0.102%
10/10/2024Ritholtz Wealth Management15,412$460K0.0%N/A0.232%
8/13/2024Huber Capital Management LLC124,556$2.54M0.6%+4.2%1.873%
8/9/2024Renaissance Technologies LLC82,195$1.68M0.0%+14.3%1.236%
8/9/2024Dimensional Fund Advisors LP372,330$7.60M0.0%+7.0%5.600%
8/8/2024American Century Companies Inc.39,947$816K0.0%+13.2%0.601%
8/6/2024Acadian Asset Management LLC66,698$1.36M0.0%+72.2%1.003%
5/16/2024EJF Capital LLC35,000$802K0.6%-83.9%0.526%
5/15/2024Gendell Jeffrey L178,352$4.09M0.2%+6.3%2.682%
5/15/2024Price T Rowe Associates Inc. MD9,111$209K0.0%N/A0.137%
5/15/2024Quadrature Capital Ltd12,917$298K0.0%N/A0.194%
5/15/2024Huber Capital Management LLC119,556$2.74M0.6%-2.7%1.798%
5/13/2024O Shaughnessy Asset Management LLC22,805$522K0.0%+103.1%0.343%
5/11/2024Hillsdale Investment Management Inc.4,836$111K0.0%N/A0.073%
5/10/2024Acadian Asset Management LLC38,725$886K0.0%+283.2%0.583%
5/10/2024Vanguard Group Inc.308,612$7.07M0.0%+3.6%4.646%
5/10/2024PARK CIRCLE Co22,900$525K0.5%N/A0.345%
5/7/2024Empowered Funds LLC16,136$370K0.0%+8.0%0.243%
2/15/2024Gendell Jeffrey L167,704$3.94M0.2%+4.4%2.507%
2/14/2024Pinnacle Holdings LLC59,621$1.40M0.6%-7.4%0.891%
2/14/2024Basswood Capital Management L.L.C.156,098$3.67M0.2%-15.4%2.333%
2/6/2024AJOVista LLC2,084$49K0.1%N/A0.031%
11/15/2023EJF Capital LLC224,872$3.65M1.6%-8.0%3.361%
11/13/2023Gendell Jeffrey L160,640$2.61M0.1%+7.7%2.394%
8/7/2023Acadian Asset Management LLC10,106$142K0.0%-12.3%0.151%
8/2/2023Bank of Montreal Can17,423$277K0.0%N/A0.260%
7/27/2023EA Series Trust12,494$178K0.0%N/A0.187%
(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, 55 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 46 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 921,962 shares in the last 24 months. This purchase volume represents approximately $28.86M 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 9/19/2025 by MarketBeat.com Staff
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