We are live on ! Find out more
UCB

United Community Banks
UCB

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: 303 → 303 (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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$13.6M
2
ACL
Azora Capital LP
Florida
+$13.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$12.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$7.37M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.34M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.3M
2
Goldman Sachs
Goldman Sachs
New York
-$13.1M
3
Macquarie Group
Macquarie Group
Australia
-$6.75M
4
EARNEST Partners
EARNEST Partners
Georgia
-$6.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$5.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$852K +$617K +19,523 +255%
GC
127
Guggenheim Capital
Illinois
$848K +$27.2K +859 +3%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$844K -$714K -22,569 -46%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$840K +$16K +507 +2%
FCBT
130
First Citizens Bank & Trust
North Carolina
$811K -$808K -25,552 -50%
Handelsbanken Fonder
131
Handelsbanken Fonder
Sweden
$810K – – –
KK
132
KLP Kapitalforvaltning
Norway
$805K – – –
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$791K +$10.2K +323 +1%
EC
134
EntryPoint Capital
New York
$755K +$156K +4,939 +26%
MNBTD
135
Moody National Bank Trust Division
Texas
$729K – – –
GI
136
GAMCO Investors
Connecticut
$721K – – –
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$719K – – –
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$715K -$52.6K -1,665 -7%
Amundi
139
Amundi
France
$693K +$66.8K +2,111 +11%
SG Americas Securities
140
SG Americas Securities
New York
$668K +$52K +1,644 +8%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$640K -$119K -3,770 -16%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$634K +$151K +4,772 +31%
CPL
143
CAP Partners LLC
Tennessee
$608K +$4.58K +145 +0.8%
P
144
&Partners
Tennessee
$591K +$2.28K +72 +0.4%
RK
145
Rather & Kittrell
Tennessee
$588K +$32 +1 +0%
COI
146
Connable Office Inc
Michigan
$577K – – –
KFGG
147
Keystone Financial Group (Georgia)
Georgia
$574K – – –
CAG
148
Csenge Advisory Group
Florida
$569K +$4.05K +128 +0.7%
EFG
149
Everhart Financial Group
Ohio
$566K +$74.5K +2,355 +15%
HWM
150
HB Wealth Management
Georgia
$566K +$34.2K +1,082 +6%
4 5
6
7 8

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.