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USCB Financial Holdings

92 hedge funds and large institutions have $207M invested in USCB Financial Holdings in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8492 (+8)

6.11% more ownership

Funds ownership: 56.08%62.18% (+6.1%)

6% more capital invested

Capital invested by funds: $196M → $207M (+$11M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
40
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$239K +$96.1K +5,378 +71%
LAS
52
LWM Advisory Services
Florida
$215K +$209K +11,671 New
HIM
53
Hillsdale Investment Management
Ontario, Canada
$193K
First Manhattan
54
First Manhattan
New York
$184K
UBS Group
55
UBS Group
Switzerland
$145K +$73K +4,083 +107%
MIM
56
MetLife Investment Management
New Jersey
$123K
Russell Investments Group
57
Russell Investments Group
United Kingdom
$118K +$74.8K +4,187 +189%
Deutsche Bank
58
Deutsche Bank
Germany
$103K
SG Americas Securities
59
SG Americas Securities
New York
$100K +$97.4K +5,453 New
Mirae Asset Global ETFs Holdings
60
Mirae Asset Global ETFs Holdings
Hong Kong
$99.8K +$11.4K +639 +13%
JP Morgan Chase
61
JP Morgan Chase
New York
$86K -$3.59K -201 -4%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$76.6K +$8.13K +455 +12%
PFSRSONJ
63
Police & Firemen's Retirement System of New Jersey
New Jersey
$42.3K
NA
64
NewEdge Advisors
Louisiana
$31.3K +$11.4K +638 +60%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$25K +$4.29K +240 +22%
Legal & General Group
66
Legal & General Group
United Kingdom
$20.3K
Citigroup
67
Citigroup
New York
$20.3K -$3.48K -195 -15%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$16.4K
AIP
69
Ameritas Investment Partners
Nebraska
$14.9K
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$13.3K -$715 -40 -5%
TRCT
71
Tower Research Capital (TRC)
New York
$12K -$4.13K -231 -26%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$11K +$7.67K +429 +262%
SCM
73
Sterling Capital Management
North Carolina
$9.3K +$268 +15 +3%
PWA
74
Provenance Wealth Advisors
Florida
$7.37K
AB
75
Amalgamated Bank
New York
$7K -$125 -7 -2%

USCB Hedge Fund Activity: Q4 2025 in Review

92 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q4 2025, worth a combined $207M — up 5.6% from $196M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new USCB positions and 5 closed out — a net gain of 8 holders — while 40 added to existing stakes and 20 trimmed.

The largest buyer was North Reef Capital Management, opening a new position worth an estimated $2.21M. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.39M.

  • 92 institutional investors held USCB Financial Holdings (USCB) as of Q4 2025, up from 84 in Q3 2025.
  • Funds reported $207M of USCB Financial Holdings stock for Q4 2025, up 5.6% quarter-over-quarter.
  • 13 funds opened new USCB Financial Holdings positions in Q4 2025 and 5 closed out, a net change of +8 holders.
  • The largest USCB Financial Holdings buyer in Q4 2025 was North Reef Capital Management, an estimated $2.21M added.
  • The largest USCB Financial Holdings seller in Q4 2025 was Endeavour Capital Advisors, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2025.