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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
RWM
276
Rialto Wealth Management
New York
$1.18K +$1.31K +42 New
WA
277
Whipplewood Advisors
Colorado
$1.15K +$782 +25 +61%
CSC
278
Caldwell Sutter Capital
California
$1.13K
LFG
279
Larson Financial Group
Missouri
$900 +$1K +32 New
MG
280
Mather Group
Illinois
$872
SIC
281
SJS Investment Consulting
Ohio
$647
SS
282
SBI Securities
Japan
$591
IRC
283
Investors Research Corp
Georgia
$563
AF
284
Allworth Financial
California
$547
IA
285
IFP Advisors
Florida
$534
DPW
286
DiNuzzo Private Wealth
Pennsylvania
$507 +$31 +1 +6%
AT
287
Arlington Trust
Alabama
$506
HI
288
Harbour Investments
Wisconsin
$478
NC
289
NewSquare Capital
Pennsylvania
$450 +$500 +16 New
BIA
290
Bell Investment Advisors
California
$422 -$532 -17 -53%
GFPC
291
Global Financial Private Client
Florida
$422 +$250 +8 +114%
WCM
292
WealthTrak Capital Management
Virginia
$282 -$156 -5 -33%
PWAM
293
Private Wealth Asset Management
Iowa
$281 +$313 +10 New
AssetMark Inc
294
AssetMark Inc
California
$253
PWM
295
Parkworth Wealth Management
California
$141 +$94 +3 +150%
BHWM
296
Bay Harbor Wealth Management
Maryland
$141 +$156 +5 New
SC
297
SouthState Corp
Florida
$141 +$156 +5 New
HIA
298
HFM Investment Advisors
New Jersey
$85 +$94 +3 New
TWD
299
True Wealth Design
Ohio
$29 +$31 +1 New
A
300
AlphaQuest
New York
$28 -$5.38K -172 -99%

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.