We are live on ! Find out more
USCB icon

USCB Financial Holdings
USCB

84 hedge funds and large institutions have $196M invested in USCB Financial Holdings in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

15% more funds holding

Funds holding: 73 → 84 (+11)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less capital invested

Capital invested by funds: $210M → $196M (-$13.6M)

7.24% less ownership

Funds ownership: 63.32% → 56.08% (-7.2%)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
28
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$21.4M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$736K
3
BlackRock
BlackRock
New York
+$636K
4
Marshall Wace
Marshall Wace
United Kingdom
+$508K
5
Morgan Stanley
Morgan Stanley
New York
+$411K

Top Sellers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
-$3.5M
2
CRC
Curi RMB Capital
Illinois
-$2.09M
3
KCM
Kennedy Capital Management
Missouri
-$1.16M
4
BCM
Basswood Capital Management
New York
-$575K
5
MCM
Maltese Capital Management
New York
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$741K +$177K +10,282 +31%
Bank of America
27
Bank of America
North Carolina
$676K +$95.7K +5,573 +17%
GF
28
Gabelli Funds
New York
$594K – – –
Charles Schwab
29
Charles Schwab
California
$555K -$35K -2,038 -6%
Marshall Wace
30
Marshall Wace
United Kingdom
$516K +$508K +29,568 New
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$509K +$262K +15,265 +110%
Citadel Advisors
32
Citadel Advisors
Florida
$498K +$288K +16,776 +143%
SM
33
Salzhauer Michael
$466K – – –
GCP
34
GSA Capital Partners
United Kingdom
$428K +$144K +8,397 +52%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$423K -$2.58K -150 -0.6%
Squarepoint
36
Squarepoint
New York
$404K +$398K +23,155 New
N
37
Nuveen
North Carolina
$345K – – –
MAM
38
Martingale Asset Management
Massachusetts
$338K +$333K +19,374 New
EM
39
ELCO Management
New York
$301K -$372K -21,649 -56%
Stifel Financial
40
Stifel Financial
Missouri
$283K +$5.17K +301 +2%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$278K -$6.47K -377 -2%
AQR Capital Management
42
AQR Capital Management
Connecticut
$235K +$232K +13,491 New
FT
43
Fiduciary Trust
Massachusetts
$227K +$223K +13,006 New
First Trust Advisors
44
First Trust Advisors
Illinois
$193K -$29.9K -1,742 -14%
QC
45
Quadrature Capital
United Kingdom
$187K +$184K +10,694 New
HIM
46
Hillsdale Investment Management
Ontario, Canada
$183K -$20.6K -1,200 -10%
First Manhattan
47
First Manhattan
New York
$175K – – –
Wells Fargo
48
Wells Fargo
California
$133K +$21.2K +1,232 +19%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$122K +$121K +7,046 New
MIM
50
MetLife Investment Management
New Jersey
$116K – – –
1
2
3 4

USCB Hedge Fund Activity: Q3 2025 in Review

84 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q3 2025, worth a combined $196M — down 6.5% from $210M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new USCB positions and 5 closed out — a net gain of 12 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $21.4M. The largest seller was Mendon Capital Advisors, cutting an estimated $3.5M.

  • 84 institutional investors held USCB Financial Holdings (USCB) as of Q3 2025, up from 73 in Q2 2025.
  • Funds reported $196M of USCB Financial Holdings stock for Q3 2025, down 6.5% quarter-over-quarter.
  • 17 funds opened new USCB Financial Holdings positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest USCB Financial Holdings buyer in Q3 2025 was T. Rowe Price Investment Management, an estimated $21.4M added.
  • The largest USCB Financial Holdings seller in Q3 2025 was Mendon Capital Advisors, an estimated $3.5M sold.

Based on aggregated 13F filings for Q3 2025.