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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
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$284K +$25.5K +918 +11%
Cerity Partners
202
Cerity Partners
New York
$283K +$46.5K +1,674 +21%
X
203
Xponance
Pennsylvania
$280K +$8.17K +294 +3%
PA
204
Profund Advisors
Maryland
$269K -$12.2K -439 -5%
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$267K +$2.19K +79 +0.9%
SM
206
Sciencast Management
New Jersey
$262K +$38.8K +1,398 +19%
CCG
207
Cypress Capital Group
Florida
$261K
VI
208
Vestcor Inc
New Brunswick, Canada
$252K
CGH
209
Crossmark Global Holdings
Texas
$237K +$83 +3 +0%
PP
210
Patten & Patten
Tennessee
$235K
Marshall Wace
211
Marshall Wace
United Kingdom
$231K -$2.09M -75,116 -91%
CA
212
Clearstead Advisors
Ohio
$228K
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$228K
QCM
214
QRG Capital Management
Illinois
$227K -$11.7K -421 -5%
RCM
215
Ridgepath Capital Management
Tennessee
$223K +$1.78K +64 +0.9%
Arrowstreet Capital
216
Arrowstreet Capital
Massachusetts
$219K +$204K +7,338 New
ET
217
Equitable Trust
Tennessee
$216K
ECM
218
Everence Capital Management
Indiana
$216K
HA
219
Hanover Advisors
South Carolina
$210K +$196K +7,059 New
MWM
220
Modera Wealth Management
New Jersey
$207K +$193K +6,948 New
RA
221
RFG Advisory
Alabama
$206K +$192K +6,930 New
BCI
222
Brinker Capital Investments
Pennsylvania
$206K +$192K +6,929 New
SO
223
STRS Ohio
Ohio
$203K +$13.9K +500 +8%
MCM
224
MAI Capital Management
Ohio
$153K -$4.56K -164 -3%
BTI
225
Blue Trust Inc
Georgia
$143K

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.