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UCB

United Community Banks

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: 303303 (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
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
201
Vanguard Personalized Indexing Management
California
$248K +$251K +7,922 New
PP
202
Patten & Patten
Tennessee
$247K
CGH
203
Crossmark Global Holdings
Texas
$246K -$3.54K -112 -1%
EGM
204
Engineers Gate Manager
New York
$244K +$246K +7,770 New
RCM
205
Ridgepath Capital Management
Tennessee
$236K +$1.52K +48 +0.6%
MF
206
Magnetar Financial
Illinois
$234K +$236K +7,459 New
Franklin Resources
207
Franklin Resources
California
$230K +$232K +7,350 New
IC
208
IEQ Capital
California
$228K -$368K -11,644 -62%
SHWM
209
Smith & Howard Wealth Management
Georgia
$228K +$230K +7,283 New
ET
210
Equitable Trust
Tennessee
$227K
ECM
211
Everence Capital Management
Indiana
$227K
HSBC Holdings
212
HSBC Holdings
United Kingdom
$225K -$607K -19,194 -73%
QCM
213
QRG Capital Management
Illinois
$223K -$16.4K -519 -7%
HA
214
Hanover Advisors
South Carolina
$221K
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$221K +$223K +7,049 New
RA
216
RFG Advisory
Alabama
$217K
SWGC
217
Summit Wealth Group (Colorado)
Colorado
$216K +$21.1K +668 New
SO
218
STRS Ohio
Ohio
$213K
GS
219
GTS Securities
New York
$211K +$213K +6,740 New
TFS
220
Thoroughbred Financial Services
Tennessee
$210K +$212K +6,703 New
JWCA
221
J.W. Cole Advisors
Florida
$206K +$207K +6,559 New
GI
222
GAMMA Investing
California
$159K +$20.7K +656 +15%
BTI
223
Blue Trust Inc
Georgia
$151K
Jones Financial Companies
224
Jones Financial Companies
Missouri
$147K +$63.5K +2,008 +77%
HWA
225
HHM Wealth Advisors
Tennessee
$145K

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.