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USCB Financial Holdings
USCB

Overview Fund Activity

70 hedge funds and large institutions have $235M invested in USCB Financial Holdings in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
18
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$5.26M
2
KCM
Kennedy Capital Management
Missouri
+$1.89M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.22M
4
BlackRock
BlackRock
New York
+$724K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$299K

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$2.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$726K
3
Millennium Management
Millennium Management
New York
-$579K
4
ECA
Endeavour Capital Advisors
Connecticut
-$502K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$459K
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$16K – – –
AIP
52
Ameritas Investment Partners
Nebraska
$15K – – –
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$14.1K – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$14K -$12.8K -708 -48%
NA
55
NewEdge Advisors
Louisiana
$12.5K +$4.4K +237 +54%
PWA
56
Provenance Wealth Advisors
Florida
$7.42K – – –
AB
57
Amalgamated Bank
New York
$7K – – –
HCA
58
Harbor Capital Advisors
Illinois
$6K +$20 +1 +0.3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$4.68K -$7.89K -425 -63%
TRCT
60
Tower Research Capital (TRC)
New York
$3.58K -$17.5K -944 -83%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$3K +$975 +53 +48%
SCM
62
Sterling Capital Management
North Carolina
$2.58K -$2.25K -121 -47%
C
63
Covestor
United Kingdom
$2K -$257 -14 -11%
Federated Hermes
64
Federated Hermes
Pennsylvania
$1.86K +$223 +12 +14%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$761 – – –
CCM
66
Coldstream Capital Management
Washington
$613 +$613 +33 New
PS
67
Principal Securities
Iowa
$604 – – –
GI
68
GAMMA Investing
California
$148 +$148 +8 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$148 +$148 +8 New
EWA
70
EverSource Wealth Advisors
Alabama
$19 +$19 +1 New
Bessemer Group
71
Bessemer Group
New Jersey
– -$2.02M -113,602 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$726K -40,894 Closed
BCM
73
Bridgeway Capital Management
Texas
– -$311K -17,500 Closed
Osaic Holdings
74
Osaic Holdings
Arizona
– -$320 -18 Closed
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