UNION BANKSHARES INC COM (UNB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

UNION BANKSHARES INC COM (UNB)

46 + Investors. Track Smart Money conviction in UNB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — UNB

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added UNB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

46 hedge funds hold UNB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+48% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 53% buying

23 buying20 selling

Last quarter: 23 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 5 → 9 → 13 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 4% medium ■ 30% new

30 out of 46 hedge funds have held UNB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~6 new funds/quarter

5 → 5 → 9 → 13 → 6 new funds/Q

New funds entering each quarter: 5 → 9 → 13 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 4% 1-2yr ■ 28% new

Of 46 current holders: 31 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

19 of 46 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UNB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	46	45	2.22%
13F Shares	917K	1M	-13.62%
Total Value	$22M	$26M	-17.22%
New Positions	6	13	-7
Increased Positions	17	11	+6
Closed Positions	5	2	+3
Reduced Positions	15	13	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

2.22%

13F Shares

917K

-13.62%

Total Value

$22M

$26M

-17.22%

New Positions

-7

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UNB. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 10 institutional holders of UNB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cardinal Capital Management	0.32%	102,560	$2.5M
2	Community Financial Services Group, LLC	0.04%	8,180	$200K
3	Clean Yield Group	0.00%	450	$11K
4	Portus Wealth Advisors, LLC	0.00%	116	$3K
5	Police & Firemen's Retirement System of New Jersey	0.00%	1,202	$29K
6	GAMMA Investing LLC	0.00%	17	—
7	SBI Securities Co., Ltd.	0.00%	23	—
8	Farther Finance Advisors, LLC	0.00%	62	$2K
9	Sterling Capital Management LLC	0.00%	30	—
10	Root Financial Partners, LLC	0.00%	3	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — UNION BANKSHARES INC COM (UNB)

What does the Smart Money Trend signal show for UNB?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added UNB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UNB?

Slight buying edge — 53% buying: Last quarter: 23 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UNB holders?

Elite ownership — 56% AUM from top-100 funds: 19 of 46 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UNB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UNB?

65% of holders stayed for 2+ years: 30 out of 46 hedge funds have held UNB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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UNION BANKSHARES INC COM (UNB)

Smart Money Signals — UNB

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +48% more funds vs a year ago

Slight buying edge — 53% buying

Fewer new buyers each quarter (-7 vs last Q)

65% of holders stayed for 2+ years

Steady discovery — ~6 new funds/quarter

Deep conviction — 67% of holders stayed 2+ years

Elite ownership — 56% AUM from top-100 funds

Hedge Fund Ownership: UNB

Market Analysis: UNB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UNB

Hedge Fund Positioning: UNB

Statistics: UNB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — UNION BANKSHARES INC COM (UNB)

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