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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
BlackRock
1
BlackRock
New York
$489M -$4.73M -151,161 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$403M +$12.7M +404,866 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$265M -$6.1M -194,976 -2%
State Street
4
State Street
Massachusetts
$174M -$13.2M -423,178 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$173M +$2.91M +92,952 +2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$125M +$8.24M +263,372 +6%
EARNEST Partners
7
EARNEST Partners
Georgia
$97.1M -$1.91M -61,223 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$79.4M +$2.75M +87,775 +3%
Macquarie Group
9
Macquarie Group
Australia
$66.3M +$2.35M +74,978 +3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$52.2M -$477K -15,258 -0.8%
SCM
11
Snyder Capital Management
California
$52M -$1.87M -59,726 -3%
Invesco
12
Invesco
Georgia
$42.6M +$1.87M +59,902 +4%
Charles Schwab
13
Charles Schwab
California
$40.9M +$136K +4,353 +0.3%
Norges Bank
14
Norges Bank
Norway
$38.8M +$1.71M +54,769 +4%
Northern Trust
15
Northern Trust
Illinois
$38.7M -$1.06M -33,954 -2%
Goldman Sachs
16
Goldman Sachs
New York
$35.3M -$2.58M -82,338 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$34.8M -$9.46M -302,392 -20%
Capital Research Global Investors
18
Capital Research Global Investors
California
$33M -$107M -3,430,114 -74%
Fisher Asset Management
19
Fisher Asset Management
Washington
$29.9M +$303K +9,681 +0.9%
Morgan Stanley
20
Morgan Stanley
New York
$27.6M -$3.6M -115,077 -10%
SFM
21
Systematic Financial Management
New Jersey
$25.1M -$272K -8,704 -1%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$24.9M +$16.6M +531,058 +149%
SBH
23
Segall Bryant & Hamill
Illinois
$23.3M -$795K -25,410 -3%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$22.1M +$2.55M +81,428 +12%
Bank of America
25
Bank of America
North Carolina
$18.5M +$4.64M +148,227 +29%

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.