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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
TRCT
176
Tower Research Capital (TRC)
New York
$452K +$324K +11,650 +331%
IA
177
IFG Advisory
Georgia
$443K +$31.4K +1,130 +8%
CWM
178
CIBC World Markets
New York
$443K -$325K -11,687 -44%
KP
179
Keel Point
Alabama
$415K +$7.06K +254 +2%
Balyasny Asset Management
180
Balyasny Asset Management
Illinois
$412K +$384K +13,814 New
Connor, Clark & Lunn Investment Management (CC&L)
181
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$407K -$384K -13,831 -50%
II
182
Inspire Investing
Idaho
$388K +$21.7K +781 +6%
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
$388K -$76.5K -2,754 -17%
AIP
184
Ameritas Investment Partners
Nebraska
$360K
AG
185
Algert Global
California
$355K +$331K +11,930 New
NRD
186
Nebula Research & Development
New York
$354K +$330K +11,893 New
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$339K
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$334K -$32.4K -1,166 -9%
Osaic Holdings
189
Osaic Holdings
Arizona
$332K +$66.7K +2,401 +28%
Lazard Asset Management
190
Lazard Asset Management
New York
$325K +$304K +10,933 New
IIC
191
Integrated Investment Consultants
Michigan
$324K -$146K -5,261 -33%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$322K +$36.6K +1,317 +14%
OWM
193
OneAscent Wealth Management
Alabama
$321K +$300K +10,790 New
WWMSC
194
Wagner Wealth Management (South Carolina)
South Carolina
$308K +$2.83K +102 +1%
RWS
195
Resolute Wealth Strategies
Mississippi
$308K +$2.64K +95 +0.9%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$301K +$219K +7,896 +358%
Voloridge Investment Management
197
Voloridge Investment Management
Florida
$298K +$278K +10,006 New
RC
198
RBF Capital
California
$298K
XT
199
XTX Topco
Cayman Islands
$294K +$18.8K +675 +7%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$290K +$3.03K +109 +1%

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.