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UCB

United Community Banks

336 hedge funds and large institutions have $3.2B invested in United Community Banks in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 105 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

11% more funds holding

Funds holding: 303336 (+33)

1.7% more ownership

Funds ownership: 82.62%84.31% (+1.7%)

2% more capital invested

Capital invested by funds: $3.15B → $3.2B (+$54.1M)

3% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 108

Holders
336
Holders Change
+33
Holders Change %
+10.89%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
66
Increased
105
Reduced
108
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$373K +$25.6K +829 +7%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$367K +$11.3K +365 +3%
MM
203
MQS Management
New York
$357K +$353K +11,432 New
Lazard Asset Management
204
Lazard Asset Management
New York
$340K +$6.39K +207 +2%
IIC
205
Integrated Investment Consultants
Michigan
$339K +$93 +3 +0%
DS
206
DRW Securities
Illinois
$333K +$329K +10,665 New
WWMSC
207
Wagner Wealth Management (South Carolina)
South Carolina
$327K +$2.53K +82 +0.8%
RC
208
RBF Capital
California
$312K
Cerity Partners
209
Cerity Partners
New York
$311K +$9.2K +298 +3%
AIP
210
Ameritas Investment Partners
Nebraska
$311K -$8.95K -290 -3%
X
211
Xponance
Pennsylvania
$303K +$1.7K +55 +0.6%
OWM
212
OneAscent Wealth Management
Alabama
$299K
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$294K -$6.58K -213 -2%
XT
214
XTX Topco
Cayman Islands
$293K +$289K +9,371 New
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$284K +$2.01K +65 +0.7%
CCG
216
Cypress Capital Group
Florida
$273K
BC
217
Bayforest Capital
United Kingdom
$272K +$269K +8,727 New
RWS
218
Resolute Wealth Strategies
Mississippi
$265K -$59.2K -1,916 -18%
PA
219
PharVision Advisers
Florida
$262K +$259K +8,399 New
PP
220
Patten & Patten
Tennessee
$258K +$11.6K +375 +5%
I
221
InceptionR
California
$257K -$57.4K -1,858 -18%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$256K -$48.4K -1,567 -16%
CWM
223
CIBC World Markets
New York
$253K +$250K +8,106 New
Ensign Peak Advisors
224
Ensign Peak Advisors
Utah
$248K -$594K -19,250 -71%
CGH
225
Crossmark Global Holdings
Texas
$245K