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UCB

United Community Banks

303 hedge funds and large institutions have $3.15B invested in United Community Banks in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 100 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

3% more capital invested

Capital invested by funds: $3.05B → $3.15B (+$98.1M)

0% more funds holding

Funds holding: 303303 (0)

2% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 102

1.58% less ownership

Funds ownership: 84.2%82.62% (-1.6%)

Holders
303
Holders Change
Holders Change %
0%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
100
Reduced
102
Closed
33
Calls
$223K
Puts
Net Calls
+$223K
Net Calls Change
+$220K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
251
UMB Bank
Missouri
$11.5K +$2.85K +90 +32%
WANY
252
Wealthspire Advisors (New York)
New York
$11.2K +$11.3K +357 New
C
253
Covestor
United Kingdom
$11K -$16.1K -508 -60%
Bessemer Group
254
Bessemer Group
New Jersey
$11K +$1.17K +37 +11%
RFP
255
Root Financial Partners
California
$10.6K +$10.7K +337 New
ASN
256
Advisory Services Network
Georgia
$9.4K +$9.49K +300 New
WA
257
WPG Advisers
Maryland
$9.37K
CT
258
Colonial Trust
South Carolina
$9.15K -$9.74K -308 -51%
BFS
259
Bare Financial Services
Pennsylvania
$6.11K
RIL
260
Rothschild Investment LLC
Illinois
$5.96K -$1.9K -60 -24%
GBT
261
Grove Bank & Trust
Florida
$5.67K +$5.72K +181 New
IA
262
IFP Advisors
Florida
$5.55K +$5.6K +177 New
HWM
263
Hemington Wealth Management
Virginia
$5K +$854 +27 +18%
HNB
264
Huntington National Bank
Ohio
$4.96K
PA
265
Parallel Advisors
California
$4.23K
QCG
266
Quadrant Capital Group
Ohio
$3.7K +$3.73K +118 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$2.95K
PS
268
Principal Securities
Iowa
$2.76K -$32 -1 -1%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$2.73K -$221 -7 -7%
MAS
270
MPWM Advisory Solutions
Georgia
$2.63K
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$2.32K
HNW
272
High Note Wealth
Minnesota
$2.04K
STB
273
S&T Bank
Pennsylvania
$2.04K
AGWCA
274
Annis Gardner Whiting Capital Advisors
Florida
$2.01K
EPW
275
Evergreen Private Wealth
Colorado
$1.94K -$2.06K -65 -51%

UCB Hedge Fund Activity: Q3 2025 in Review

303 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q3 2025, worth a combined $3.15B — up 3.2% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new UCB positions and 33 closed out — a net gain of 4 holders — while 100 added to existing stakes and 102 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $13.6M. The largest seller was Fidelity Investments, cutting an estimated $17.3M.

  • 303 institutional investors held United Community Banks (UCB) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $3.15B of United Community Banks stock for Q3 2025, up 3.2% quarter-over-quarter.
  • 37 funds opened new United Community Banks positions in Q3 2025 and 33 closed out, a net change of +4 holders.
  • The largest United Community Banks buyer in Q3 2025 was Wellington Management Group, an estimated $13.6M added.
  • The largest United Community Banks seller in Q3 2025 was Fidelity Investments, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2025.