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MetroCity Bankshares

99 hedge funds and large institutions have $169M invested in MetroCity Bankshares in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

4% more funds holding

Funds holding: 9599 (+4)

1.23% more ownership

Funds ownership: 23.82%25.04% (+1.2%)

1% more capital invested

Capital invested by funds: $168M → $169M (+$862K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
32
Reduced
39
Closed
9
Calls
$60K
Puts
Net Calls
+$60K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.5M +$308K +11,539 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.8M +$790K +29,595 +3%
American Century Companies
3
American Century Companies
Missouri
$14.4M +$1.4M +52,336 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.7M +$438K +16,409 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.9M +$5.76K +216 +0%
State Street
6
State Street
Massachusetts
$11.8M +$148K +5,543 +1%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.52M -$53.3K -1,999 -1%
Northern Trust
8
Northern Trust
Illinois
$4.9M -$436K -16,353 -8%
Charles Schwab
9
Charles Schwab
California
$4.06M -$128K -4,815 -3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.17M +$441K +16,545 +16%
HAM
11
HoldCo Asset Management
Florida
$2.67M +$2.69M +100,657 New
Morgan Stanley
12
Morgan Stanley
New York
$2.65M +$707K +26,489 +36%
DLP
13
De Lisle Partners
United Kingdom
$2.22M
Goldman Sachs
14
Goldman Sachs
New York
$1.8M +$997K +37,372 +122%
CIA
15
Cape Investment Advisory
Georgia
$1.58M +$1.59M +59,500 New
N
16
Nuveen
North Carolina
$1.55M
Osaic Holdings
17
Osaic Holdings
Arizona
$1.54M -$11K -411 -0.7%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$1.22M -$283K -10,597 -18%
Swiss National Bank
19
Swiss National Bank
Switzerland
$1.07M +$24K +900 +2%
Bank of America
20
Bank of America
North Carolina
$1.06M +$811K +30,397 +318%
Barclays
21
Barclays
United Kingdom
$1.03M +$165K +6,194 +19%
Creative Planning
22
Creative Planning
Kansas
$913K -$193K -7,231 -17%
AllianceBernstein
23
AllianceBernstein
Tennessee
$698K
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$695K +$13.4K +503 +2%
SHFA
25
Sherrill & Hutchins Financial Advisory
Georgia
$691K

MCBS Hedge Fund Activity: Q4 2025 in Review

99 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in MetroCity Bankshares (MCBS) for Q4 2025, worth a combined $169M — up 0.51% from $168M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MCBS positions and 9 closed out — a net gain of 4 holders — while 32 added to existing stakes and 39 trimmed.

The largest buyer was HoldCo Asset Management, opening a new position worth an estimated $2.69M. The largest seller was Empirical Wealth Management, cutting an estimated $964K.

  • 99 institutional investors held MetroCity Bankshares (MCBS) as of Q4 2025, up from 95 in Q3 2025.
  • Funds reported $169M of MetroCity Bankshares stock for Q4 2025, up 0.51% quarter-over-quarter.
  • 13 funds opened new MetroCity Bankshares positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest MetroCity Bankshares buyer in Q4 2025 was HoldCo Asset Management, an estimated $2.69M added.
  • The largest MetroCity Bankshares seller in Q4 2025 was Empirical Wealth Management, an estimated $964K sold.

Based on aggregated 13F filings for Q4 2025.