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UCB

United Community Banks

300 hedge funds and large institutions have $2.87B invested in United Community Banks in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 107 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

27% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 84

10% more funds holding

Funds holding: 273300 (+27)

1.3% less ownership

Funds ownership: 86.72%85.42% (-1.3%)

14% less capital invested

Capital invested by funds: $3.34B → $2.87B (-$472M)

Holders
300
Holders Change
+27
Holders Change %
+9.89%
% of All Funds
4.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
107
Reduced
84
Closed
23
Calls
$273K
Puts
Net Calls
+$273K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Change in
Stake
C
251
Covestor
United Kingdom
$9K -$4.44K -142 -30%
HFS
252
Hantz Financial Services
Michigan
$9K +$4.38K +140 +72%
Optiver Holding
253
Optiver Holding
Netherlands
$8.97K +$9.98K +319 New
CCM
254
Coldstream Capital Management
Washington
$8.41K +$9.35K +299 New
RIL
255
Rothschild Investment LLC
Illinois
$6.47K +$1.41K +45 +24%
HNB
256
Huntington National Bank
Ohio
$4.9K -$6.29K -201 -53%
WA
257
WPG Advisers
Maryland
$4.58K +$4.07K +130 +394%
PTC
258
Private Trust Company
Ohio
$3.94K
PA
259
Parallel Advisors
California
$3.6K
SW
260
SVB Wealth
Massachusetts
$3.43K +$3.82K +122 New
PFPT
261
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.04K
HWM
262
Hemington Wealth Management
Virginia
$3K +$344 +11 +9%
PS
263
Principal Securities
Iowa
$2.91K
DB
264
Danske Bank
Denmark
$2.81K
FHA
265
First Horizon Advisors
Tennessee
$2.76K +$1.16K +37 +61%
CWC
266
Carolinas Wealth Consulting
North Carolina
$2.67K
MAS
267
MPWM Advisory Solutions
Georgia
$2.36K +$2.63K +84 New
HCP
268
Hexagon Capital Partners
Arkansas
$2.31K +$970 +31 +61%
JWA
269
JFS Wealth Advisors
Pennsylvania
$2.25K
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$2.08K -$219 -7 -9%
PWMG
271
Private Wealth Management Group
New Jersey
$2.03K
HNW
272
High Note Wealth
Minnesota
$1.83K -$188 -6 -8%
BFS
273
Bare Financial Services
Pennsylvania
$1.72K +$1.91K +61 New
PFBT
274
Parkside Financial Bank & Trust
Missouri
$1.55K +$1.41K +45 +450%
SC
275
Stephens Consulting
Michigan
$1.27K +$1.41K +45 New

UCB Hedge Fund Activity: Q1 2025 in Review

300 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q1 2025, worth a combined $2.87B — down 14% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new UCB positions and 23 closed out — a net gain of 30 holders — while 107 added to existing stakes and 84 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $19.5M. The largest seller was Capital Research Global Investors, cutting an estimated $107M.

  • 300 institutional investors held United Community Banks (UCB) as of Q1 2025, up from 273 in Q4 2024.
  • Funds reported $2.87B of United Community Banks stock for Q1 2025, down 14% quarter-over-quarter.
  • 53 funds opened new United Community Banks positions in Q1 2025 and 23 closed out, a net change of +30 holders.
  • The largest United Community Banks buyer in Q1 2025 was North Reef Capital Management, an estimated $19.5M added.
  • The largest United Community Banks seller in Q1 2025 was Capital Research Global Investors, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2025.