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USCB Financial Holdings
USCB

73 hedge funds and large institutions have $210M invested in USCB Financial Holdings in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

4% more funds holding

Funds holding: 70 → 73 (+3)

0.14% more ownership

Funds ownership: 63.17% → 63.32% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less capital invested

Capital invested by funds: $235M → $210M (-$25.1M)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
26
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.34M
2
Northern Trust
Northern Trust
Illinois
+$680K
3
GF
Gabelli Funds
New York
+$573K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$454K
5
BlackRock
BlackRock
New York
+$354K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$857K
3
BCM
Basswood Capital Management
New York
-$719K
4
ECA
Endeavour Capital Advisors
Connecticut
-$619K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$560K +$32.7K +1,947 +6%
Bank of America
27
Bank of America
North Carolina
$548K +$144K +8,581 +35%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$546K +$114K +6,770 +26%
SM
29
Salzhauer Michael
$525K +$41.3K +2,460 +8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$404K +$48.2K +2,870 +13%
N
31
Nuveen
North Carolina
$327K +$71.1K +4,232 +27%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$269K -$17.1K -1,018 -6%
GCP
33
GSA Capital Partners
United Kingdom
$267K +$271K +16,133 New
Stifel Financial
34
Stifel Financial
Missouri
$263K -$3.48K -207 -1%
JP Morgan Chase
35
JP Morgan Chase
New York
$248K -$190K -11,312 -43%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$245K -$857K -50,992 -77%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$239K -$245K -14,600 -50%
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$230K -$54.4K -3,235 -19%
First Trust Advisors
39
First Trust Advisors
Illinois
$212K +$215K +12,795 New
Citadel Advisors
40
Citadel Advisors
Florida
$195K +$198K +11,764 New
HIM
41
Hillsdale Investment Management
Ontario, Canada
$194K -$74.1K -4,410 -27%
First Manhattan
42
First Manhattan
New York
$165K – – –
MIM
43
MetLife Investment Management
New Jersey
$110K – – –
Wells Fargo
44
Wells Fargo
California
$106K +$6.27K +373 +6%
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$98.8K -$3.93K -234 -4%
Deutsche Bank
46
Deutsche Bank
Germany
$92.3K -$55.5K -3,299 -37%
Citigroup
47
Citigroup
New York
$76.2K -$62.3K -3,709 -45%
TRCT
48
Tower Research Capital (TRC)
New York
$69.6K +$67.5K +4,017 +2,081%
UBS Group
49
UBS Group
Switzerland
$60.7K -$105K -6,248 -63%
PFSRSONJ
50
Police & Firemen's Retirement System of New Jersey
New Jersey
$38K +$38.6K +2,297 New
1
2
3 4

USCB Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q2 2025, worth a combined $210M — down 11% from $235M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USCB positions and 4 closed out — a net gain of 4 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.34M. The largest seller was Kennedy Capital Management, cutting an estimated $1.29M.

  • 73 institutional investors held USCB Financial Holdings (USCB) as of Q2 2025, up from 70 in Q1 2025.
  • Funds reported $210M of USCB Financial Holdings stock for Q2 2025, down 11% quarter-over-quarter.
  • 8 funds opened new USCB Financial Holdings positions in Q2 2025 and 4 closed out, a net change of +4 holders.
  • The largest USCB Financial Holdings buyer in Q2 2025 was AllianceBernstein, an estimated $1.34M added.
  • The largest USCB Financial Holdings seller in Q2 2025 was Kennedy Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2025.