We are live on ! Find out more
UCB

United Community Banks
UCB

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: 300 → 303 (+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: 1 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$18.2M
2
N
Nuveen
North Carolina
+$16.8M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.3M
4
EARNEST Partners
EARNEST Partners
Georgia
+$11.2M
5
BlackRock
BlackRock
New York
+$7.97M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$33M
2
NRCM
North Reef Capital Management
California
-$17.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$11M
5
Jane Street
Jane Street
New York
-$9.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
DZ Bank
326
DZ Bank
Germany
– -$105K -3,749 Closed
QCG
327
Quadrant Capital Group
Ohio
– -$38.1K -1,354 Closed
RTC
328
Riverview Trust Company
Washington
– -$18.2K -648 Closed
AAP
329
Arax Advisory Partners
Colorado
– -$9.12K -324 Closed
CCM
330
Coldstream Capital Management
Washington
– -$8.41K -299 Closed
SW
331
SVB Wealth
Massachusetts
– -$3.43K -122 Closed
CWC
332
Carolinas Wealth Consulting
North Carolina
– -$2.67K -95 Closed
PFPT
333
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$3.04K -94 Closed
HCP
334
Hexagon Capital Partners
Arkansas
– -$2.31K -82 Closed
PWMG
335
Private Wealth Management Group
New Jersey
– -$2.03K -72 Closed
SC
336
Stephens Consulting
Michigan
– -$1.27K -45 Closed
MG
337
Mather Group
Illinois
– -$872 -31 Closed
NC
338
NewSquare Capital
Pennsylvania
– -$450 -16 Closed
GFPC
339
Global Financial Private Client
Florida
– -$422 -15 Closed
SC
340
SouthState Corp
Florida
– -$141 -5 Closed
10 11 12 13
14

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.