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USCB Financial Holdings

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: 7073 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$30.6K +$8.02K +477 +35%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$22.1K
Legal & General Group
53
Legal & General Group
United Kingdom
$18.3K +$2.08K +124 +13%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$14.7K
AIP
55
Ameritas Investment Partners
Nebraska
$13.4K
NA
56
NewEdge Advisors
Louisiana
$12.9K +$1.83K +109 +16%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$12.6K
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$11K -$2.5K -149 -19%
PWA
59
Provenance Wealth Advisors
Florida
$6.62K
AB
60
Amalgamated Bank
New York
$6K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K +$992 +59 +36%
SCM
62
Sterling Capital Management
North Carolina
$3.71K +$1.43K +85 +61%
Raymond James Financial
63
Raymond James Financial
Florida
$3.31K +$3.36K +200 New
HCA
64
Harbor Capital Advisors
Illinois
$3K -$1.88K -112 -37%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$2.83K -$1.36K -81 -32%
C
66
Covestor
United Kingdom
$2K
Federated Hermes
67
Federated Hermes
Pennsylvania
$1.04K -$622 -37 -37%
GI
68
GAMMA Investing
California
$844 +$723 +43 +538%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$678
PS
70
Principal Securities
Iowa
$562
Osaic Holdings
71
Osaic Holdings
Arizona
$248 +$252 +15 New
IA
72
IFP Advisors
Florida
$182
EP
73
Essential Partners
California
$66 +$67 +4 New
EWA
74
EverSource Wealth Advisors
Alabama
$17
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
-$250K -13,502 Closed

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.