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UCB

United Community Banks

303 hedge funds and large institutions have $3.05B invested in United Community Banks in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 125 increasing their positions, 89 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 89

6% more capital invested

Capital invested by funds: $2.87B → $3.05B (+$178M)

1% more funds holding

Funds holding: 300303 (+3)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

1.22% less ownership

Funds ownership: 85.42%84.2% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
303
Holders Change
+3
Holders Change %
+1%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
125
Reduced
89
Closed
37
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
STB
276
S&T Bank
Pennsylvania
$1.94K +$1.81K +65 New
AGWCA
277
Annis Gardner Whiting Capital Advisors
Florida
$1.91K +$1.78K +64 New
FHA
278
First Horizon Advisors
Tennessee
$1.82K -$1.03K -37 -38%
CT
279
Clearstead Trust
Maine
$1.79K +$1.67K +60 New
LFG
280
Larson Financial Group
Missouri
$1.4K +$417 +15 +47%
ACM
281
Aster Capital Management
United Arab Emirates
$1.34K -$427K -15,361 -100%
WA
282
Whipplewood Advisors
Colorado
$1.22K -$694 -25 -38%
CSC
283
Caldwell Sutter Capital
California
$1.19K
TWD
284
True Wealth Design
Ohio
$1.19K +$1.08K +39 +3,900%
RWM
285
Rialto Wealth Management
New York
$1.07K -$167 -6 -14%
PWM
286
Proathlete Wealth Management
Florida
$1.04K +$972 +35 New
AssetMark Inc
287
AssetMark Inc
California
$983 +$667 +24 +267%
FFO
288
Fortitude Family Office
Arizona
$983 +$917 +33 New
HFS
289
Hughes Financial Services
Virginia
$627 +$583 +21 New
SS
290
SBI Securities
Japan
$626
IRC
291
Investors Research Corp
Georgia
$596
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$596 +$56 +2 +11%
AT
293
Arlington Trust
Alabama
$536
RA
294
Rise Advisors
New York
$536 +$500 +18 New
HI
295
Harbour Investments
Wisconsin
$506
BIA
296
Bell Investment Advisors
California
$447
SIC
297
SJS Investment Consulting
Ohio
$418 -$250 -9 -39%
PWAM
298
Private Wealth Asset Management
Iowa
$298
WCM
299
WealthTrak Capital Management
Virginia
$298
HIA
300
HFM Investment Advisors
New Jersey
$268 +$167 +6 +200%

UCB Hedge Fund Activity: Q2 2025 in Review

303 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in United Community Banks (UCB) for Q2 2025, worth a combined $3.05B — up 6.2% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UCB positions and 37 closed out — a net gain of 3 holders — while 125 added to existing stakes and 89 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $18.2M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $33M sold.

  • 303 institutional investors held United Community Banks (UCB) as of Q2 2025, up from 300 in Q1 2025.
  • Funds reported $3.05B of United Community Banks stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 40 funds opened new United Community Banks positions in Q2 2025 and 37 closed out, a net change of +3 holders.
  • The largest United Community Banks buyer in Q2 2025 was Citadel Advisors, an estimated $18.2M added.
  • The largest United Community Banks seller in Q2 2025 was Capital Research Global Investors, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2025.