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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
CT
276
Clearstead Trust
Maine
$1.88K
EP
277
Essential Partners
California
$1.41K +$1.42K +45 New
CSC
278
Caldwell Sutter Capital
California
$1.25K
TWD
279
True Wealth Design
Ohio
$1.25K
RWM
280
Rialto Wealth Management
New York
$1.22K +$95 +3 +8%
FFO
281
Fortitude Family Office
Arizona
$1.03K
MG
282
Mather Group
Illinois
$972 +$980 +31 New
AssetMark Inc
283
AssetMark Inc
California
$909 -$126 -4 -12%
RWS
284
Retirement Wealth Solutions
Wisconsin
$816 +$822 +26 New
LFG
285
Larson Financial Group
Missouri
$784 -$696 -22 -47%
JWM
286
JPL Wealth Management
Colorado
$784 +$791 +25 New
DPW
287
DiNuzzo Private Wealth
Pennsylvania
$668
SS
288
SBI Securities
Japan
$658
HFS
289
Hughes Financial Services
Virginia
$632
IRC
290
Investors Research Corp
Georgia
$627
RA
291
Rise Advisors
New York
$564
HI
292
Harbour Investments
Wisconsin
$533
BIA
293
Bell Investment Advisors
California
$471
SIC
294
SJS Investment Consulting
Ohio
$439
RF
295
Rossby Financial
Florida
$433 +$443 +14 New
PWAM
296
Private Wealth Asset Management
Iowa
$314
BHWM
297
Bay Harbor Wealth Management
Maryland
$283 +$158 +5 +125%
HIA
298
HFM Investment Advisors
New Jersey
$282
TPBG
299
Turning Point Benefit Group
Maryland
$247 +$253 +8 New
CA
300
Clearstead Advisors
Ohio
$157 -$242K -7,665 -100%

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.