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USCB Financial Holdings

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: 7384 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$97.4K
JP Morgan Chase
52
JP Morgan Chase
New York
$85K -$174K -10,122 -68%
Mirae Asset Global ETFs Holdings
53
Mirae Asset Global ETFs Holdings
Hong Kong
$83.4K -$20.5K -1,192 -20%
UBS Group
54
UBS Group
Switzerland
$66.5K +$2.37K +138 +4%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$64.6K +$31.8K +1,854 +100%
PFSRSONJ
56
Police & Firemen's Retirement System of New Jersey
New Jersey
$40.1K
Russell Investments Group
57
Russell Investments Group
United Kingdom
$38.7K +$15.2K +883 +66%
Citigroup
58
Citigroup
New York
$22.6K -$56.9K -3,313 -72%
Legal & General Group
59
Legal & General Group
United Kingdom
$19.3K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$19K +$15.3K +892 +402%
NA
61
NewEdge Advisors
Louisiana
$18.5K +$4.79K +279 +36%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$15.5K
TRCT
63
Tower Research Capital (TRC)
New York
$15.4K -$57.2K -3,329 -79%
AIP
64
Ameritas Investment Partners
Nebraska
$14.1K
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$13.3K +$17 +1 +0.1%
SCM
66
Sterling Capital Management
North Carolina
$8.55K +$4.57K +266 +119%
AB
67
Amalgamated Bank
New York
$7K
PWA
68
Provenance Wealth Advisors
Florida
$6.98K
AAP
69
Arax Advisory Partners
Colorado
$3.49K +$3.43K +200 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$3.33K +$343 +20 +12%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$3K -$7.88K -459 -74%
Optiver Holding
72
Optiver Holding
Netherlands
$2.62K +$2.58K +150 New
C
73
Covestor
United Kingdom
$2K +$395 +23 +21%
EP
74
Essential Partners
California
$1.69K +$1.6K +93 +2,325%
Federated Hermes
75
Federated Hermes
Pennsylvania
$1.1K

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.