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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
Assenagon Asset Management
301
Assenagon Asset Management
Luxembourg
-$7.57M -234,351 Closed
WAM
302
Weiss Asset Management
Massachusetts
-$2.99M -92,658 Closed
Squarepoint
303
Squarepoint
New York
-$616K -19,058 Closed
CM
304
Crestline Management
Texas
-$410K -12,700 Closed
OWM
305
OneAscent Wealth Management
Alabama
-$349K -10,790 Closed
Allianz Asset Management
306
Allianz Asset Management
Germany
-$297K -9,200 Closed
Two Sigma Investments
307
Two Sigma Investments
New York
-$281K -8,708 Closed
CWG
308
Cornerstone Wealth Group
North Carolina
-$275K -8,523 Closed
WS
309
Wedbush Securities
California
-$233K -7,201 Closed
BCI
310
Brinker Capital Investments
Pennsylvania
-$232K -7,183 Closed
OPS
311
Orion Portfolio Solutions
Nebraska
-$232K -7,183 Closed
HA
312
Hanover Advisors
South Carolina
-$228K -7,059 Closed
MWM
313
Modera Wealth Management
New Jersey
-$227K -7,039 Closed
GS
314
GTS Securities
New York
-$220K -6,818 Closed
LCM
315
Landscape Capital Management
New Jersey
-$219K -6,792 Closed
VPIM
316
Vanguard Personalized Indexing Management
California
-$207K -6,401 Closed
CL
317
Choreo LLC
Illinois
-$205K -6,307 Closed
SHWM
318
Smith & Howard Wealth Management
Georgia
-$202K -6,267 Closed
LDB
319
Lee, Danner & Bass
Tennessee
-$174K -5,397 Closed
LFA
320
LGT Financial Advisors
Texas
-$21.5K -665 Closed
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
-$5.43K -168 Closed
EBA
322
Eagle Bay Advisors
New York
-$3.25K -100 Closed
CFGS
323
Concourse Financial Group Securities
Alabama
-$955 -29 Closed
AW
324
Avion Wealth
Texas
+$626 +20 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.