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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
IA
176
IFG Advisory
Georgia
$386K -$77.1K -2,466 -15%
KP
177
Keel Point
Alabama
$384K -$79.8K -2,550 -16%
CRC
178
Curi RMB Capital
Illinois
$352K +$391K +12,500 New
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$348K +$40.3K +1,288 +12%
ODG
180
O'Dell Group
Ohio
$345K
II
181
Inspire Investing
Idaho
$345K -$4.57K -146 -1%
AIP
182
Ameritas Investment Partners
Nebraska
$340K -$12.9K -413 -3%
Millennium Management
183
Millennium Management
New York
$324K -$14.8M -474,068 -98%
CIBC Asset Management
184
CIBC Asset Management
Ontario, Canada
$321K -$11K -352 -3%
OQS
185
Occudo Quantitative Strategies
Florida
$292K +$328K +10,500 New
RWS
186
Resolute Wealth Strategies
Mississippi
$288K +$2.44K +78 +0.8%
WWMSC
187
Wagner Wealth Management (South Carolina)
South Carolina
$288K +$2.35K +75 +0.7%
RC
188
RBF Capital
California
$281K
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$271K +$36.4K +1,165 +14%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$267K -$21.8K -696 -7%
PA
191
Profund Advisors
Maryland
$266K -$250K -7,979 -46%
XT
192
XTX Topco
Cayman Islands
$259K +$288K +9,196 New
X
193
Xponance
Pennsylvania
$256K +$15.6K +500 +6%
OR
194
Olympiad Research
Connecticut
$250K +$278K +8,888 New
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$250K +$10.9K +347 +4%
CCG
196
Cypress Capital Group
Florida
$246K
Osaic Holdings
197
Osaic Holdings
Arizona
$245K +$216K +6,906 +379%
Focus Partners Wealth
198
Focus Partners Wealth
Massachusetts
$243K -$29K -927 -10%
VI
199
Vestcor Inc
New Brunswick, Canada
$238K +$265K +8,470 New
QCM
200
QRG Capital Management
Illinois
$226K +$35.6K +1,138 +16%

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.