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USBC

USBC Inc
USBC

15 hedge funds and large institutions have $527K invested in USBC Inc in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,131% more capital invested

Capital invested by funds: $23.6K → $527K (+$504K)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more funds holding

Funds holding: 10 → 15 (+5)

2.33% more ownership

Funds ownership: 1.22% → 3.55% (+2.3%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$89K
2
UBS Group
UBS Group
Switzerland
+$62.4K
3
Corient Private Wealth
Corient Private Wealth
Florida
+$55.6K
4
UCMOK
United Capital Management of KS
Kansas
+$27.5K
5
Morgan Stanley
Morgan Stanley
New York
+$20.9K

Top Sellers

Rank Fund Capital Flow
1
VF
Virtu Financial
New York
-$11K
2
JP Morgan Chase
JP Morgan Chase
New York
-$3
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$158K +$89K +80,000 New
UBS Group
2
UBS Group
Switzerland
$147K +$62.4K +56,126 +311%
Corient Private Wealth
3
Corient Private Wealth
Florida
$99K +$55.6K +50,000 New
UCMOK
4
United Capital Management of KS
Kansas
$49K +$27.5K +24,757 New
Morgan Stanley
5
Morgan Stanley
New York
$37.5K +$20.9K +18,802 +12,535%
BBP
6
Banco BTG Pactual
Brazil
$23.2K +$13K +11,725 New
TRCT
7
Tower Research Capital (TRC)
New York
$7.41K +$4.16K +3,743 New
EWA
8
EverSource Wealth Advisors
Alabama
$5.17K +$2.9K +2,610 New
Osaic Holdings
9
Osaic Holdings
Arizona
$337 – – –
GCM
10
Gables Capital Management
Florida
$212 – – –
Bank of America
11
Bank of America
North Carolina
$169 +$7 +6 +8%
LFG
12
Larson Financial Group
Missouri
$16 – – –
MA
13
MCF Advisors
Kentucky
$4 – – –
DB
14
Danske Bank
Denmark
$2 – – –
Raymond James Financial
15
Raymond James Financial
Florida
$2 +$1 +1 New
VF
16
Virtu Financial
New York
– -$11K -15,801 Closed
JP Morgan Chase
17
JP Morgan Chase
New York
– -$3 -4 Closed

USBC Hedge Fund Activity: Q2 2025 in Review

15 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in USBC Inc (USBC) for Q2 2025, worth a combined $527K — up 2,131% from $23.6K a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new USBC positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $89K. The largest seller was Virtu Financial, exiting entirely with an estimated $11K sold.

  • 15 institutional investors held USBC Inc (USBC) as of Q2 2025, up from 10 in Q1 2025.
  • Funds reported $527K of USBC Inc stock for Q2 2025, up 2,131% quarter-over-quarter.
  • 7 funds opened new USBC Inc positions in Q2 2025 and 2 closed out, a net change of +5 holders.
  • The largest USBC Inc buyer in Q2 2025 was Cerity Partners, an estimated $89K added.
  • The largest USBC Inc seller in Q2 2025 was Virtu Financial, an estimated $11K sold.

Based on aggregated 13F filings for Q2 2025.