We are live on ! Find out more
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
BHWM
301
Bay Harbor Wealth Management
Maryland
$120 -$28 -1 -20%
PWM
302
Parkworth Wealth Management
California
$119 -$28 -1 -20%
GRP
303
Global Retirement Partners
California
$30 +$28 +1 New
Capital Research Global Investors
304
Capital Research Global Investors
California
-$33M -1,174,113 Closed
NRCM
305
North Reef Capital Management
California
-$17.6M -625,000 Closed
ECM
306
ExodusPoint Capital Management
New York
-$5.17M -183,826 Closed
SFM
307
Soros Fund Management
New York
-$3.38M -120,000 Closed
CF
308
Corebridge Financial
Texas
-$1.76M -62,454 Closed
CAM
309
Cresset Asset Management
Illinois
-$1.28M -45,221 Closed
TC
310
TwinBeech Capital
New York
-$1.27M -45,125 Closed
TFS
311
Thoroughbred Financial Services
Tennessee
-$992K -35,281 Closed
GCP
312
GSA Capital Partners
United Kingdom
-$907K -32,237 Closed
EGM
313
Engineers Gate Manager
New York
-$831K -29,557 Closed
CAU
314
Caxton Associates (UK)
-$722K -25,667 Closed
MCA
315
Mendon Capital Advisors
Florida
-$703K -25,000 Closed
CRC
316
Curi RMB Capital
Illinois
-$352K -12,500 Closed
ODG
317
O'Dell Group
Ohio
-$345K -12,280 Closed
OQS
318
Occudo Quantitative Strategies
Florida
-$292K -10,500 Closed
OR
319
Olympiad Research
Connecticut
-$250K -8,888 Closed
MM
320
MQS Management
New York
-$219K -7,783 Closed
DTL
321
Dynamic Technology Lab
Singapore
-$219K -7,778 Closed
AACP
322
Advantage Alpha Capital Partners
California
-$217K -7,711 Closed
USAA
323
United Services Automobile Association
Texas
-$204K -7,338 Closed
PCM
324
Prelude Capital Management
New York
-$200K -7,110 Closed
SOW
325
State of Wyoming
Wyoming
-$113K -4,010 Closed

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.