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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
CGH
201
Crossmark Global Holdings
Texas
$224K -$2.6K -83 -1%
PP
202
Patten & Patten
Tennessee
$222K
Cerity Partners
203
Cerity Partners
New York
$220K -$17.6K -563 -7%
DTL
204
Dynamic Technology Lab
Singapore
$219K +$243K +7,778 New
MM
205
MQS Management
New York
$219K +$243K +7,783 New
AACP
206
Advantage Alpha Capital Partners
California
$217K -$374K -11,966 -61%
CA
207
Clearstead Advisors
Ohio
$216K
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$215K
RCM
209
Ridgepath Capital Management
Tennessee
$209K +$1.47K +47 +0.6%
SM
210
Sciencast Management
New Jersey
$208K +$231K +7,399 New
ET
211
Equitable Trust
Tennessee
$204K
ECM
212
Everence Capital Management
Indiana
$204K
USAA
213
United Services Automobile Association
Texas
$204K +$230K +7,338 New
PCM
214
Prelude Capital Management
New York
$200K +$222K +7,110 New
KBC Group
215
KBC Group
Belgium
$179K +$3.85K +123 +2%
SO
216
STRS Ohio
Ohio
$177K
GWM
217
Geneos Wealth Management
Colorado
$162K +$144K +4,600 +403%
OC
218
Oakworth Capital
Alabama
$156K
MCM
219
MAI Capital Management
Ohio
$149K
BTI
220
Blue Trust Inc
Georgia
$135K
GI
221
GAMMA Investing
California
$132K +$22.2K +711 +18%
HWA
222
HHM Wealth Advisors
Tennessee
$130K -$16.4K -525 -10%
MFT
223
Moisand Fitzgerald Tamayo
Florida
$114K
SOW
224
State of Wyoming
Wyoming
$113K +$10.8K +344 +9%
DZ Bank
225
DZ Bank
Germany
$105K -$507K -16,198 -81%

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.