We are live on ! Find out more
USCB icon

USCB Financial Holdings

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: 6870 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$16.5K
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 -$13.2K -708 -48%
NA
55
NewEdge Advisors
Louisiana
$12.5K +$4.42K +237 +54%
PWA
56
Provenance Wealth Advisors
Florida
$7.42K
AB
57
Amalgamated Bank
New York
$7K
HCA
58
Harbor Capital Advisors
Illinois
$6K +$19 +1 +0.3%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$4.68K -$7.92K -425 -63%
TRCT
60
Tower Research Capital (TRC)
New York
$3.58K -$17.6K -944 -83%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$3K +$987 +53 +48%
SCM
62
Sterling Capital Management
North Carolina
$2.58K -$2.25K -121 -47%
C
63
Covestor
United Kingdom
$2K -$261 -14 -11%
Federated Hermes
64
Federated Hermes
Pennsylvania
$1.86K +$224 +12 +14%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$761
CCM
66
Coldstream Capital Management
Washington
$613 +$615 +33 New
PS
67
Principal Securities
Iowa
$604
GI
68
GAMMA Investing
California
$148 +$149 +8 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$148 +$149 +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

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.