We are live on ! Find out more
USCB icon

USCB Financial Holdings
USCB

70 hedge funds and large institutions have $235M invested in USCB Financial Holdings in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $221M → $235M (+$13.7M)

3% more funds holding

Funds holding: 68 → 70 (+2)

0.3% more ownership

Funds ownership: 62.88% → 63.17% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
18
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$5.28M
2
KCM
Kennedy Capital Management
Missouri
+$1.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.23M
4
BlackRock
BlackRock
New York
+$727K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$300K

Top Sellers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
-$2.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$726K
3
Millennium Management
Millennium Management
New York
-$582K
4
ECA
Endeavour Capital Advisors
Connecticut
-$504K
5
JP Morgan Chase
JP Morgan Chase
New York
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$592K +$29.5K +1,581 +5%
Millennium Management
27
Millennium Management
New York
$574K -$582K -31,219 -50%
SM
28
Salzhauer Michael
$543K – – –
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$540K – – –
JP Morgan Chase
30
JP Morgan Chase
New York
$488K -$461K -24,740 -48%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$485K +$84.8K +4,552 +21%
Bank of America
32
Bank of America
North Carolina
$456K -$18.5K -995 -4%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$400K -$6.07K -326 -1%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$321K -$11.6K -620 -3%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$318K -$29.8K -1,600 -9%
HIM
36
Hillsdale Investment Management
Ontario, Canada
$299K – – –
Stifel Financial
37
Stifel Financial
Missouri
$299K +$12.5K +671 +4%
N
38
Nuveen
North Carolina
$289K – – –
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$250K -$22.6K -1,213 -8%
First Manhattan
40
First Manhattan
New York
$186K – – –
UBS Group
41
UBS Group
Switzerland
$184K +$31.5K +1,690 +21%
Deutsche Bank
42
Deutsche Bank
Germany
$165K +$165K +8,881 New
Citigroup
43
Citigroup
New York
$154K -$8.18K -439 -5%
MIM
44
MetLife Investment Management
New Jersey
$124K – – –
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$115K +$4.36K +234 +4%
Wells Fargo
46
Wells Fargo
California
$112K +$3.93K +211 +4%
CF
47
Corebridge Financial
Texas
$96.5K -$93 -5 -0.1%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$25.5K -$12.6K -677 -33%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$24.8K – – –
Legal & General Group
50
Legal & General Group
United Kingdom
$18.2K – – –
1
2
3

USCB Hedge Fund Activity: Q1 2025 in Review

70 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q1 2025, worth a combined $235M — up 6.2% from $221M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new USCB positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.28M. The largest seller was Bessemer Group, exiting entirely with an estimated $2.02M sold.

  • 70 institutional investors held USCB Financial Holdings (USCB) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $235M of USCB Financial Holdings stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 6 funds opened new USCB Financial Holdings positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest USCB Financial Holdings buyer in Q1 2025 was Vanguard Group, an estimated $5.28M added.
  • The largest USCB Financial Holdings seller in Q1 2025 was Bessemer Group, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2025.