USCB Financial Holdings
USCB
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.
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: 73 → 84 (+11)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$21.4M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$736K |
| 3 |
BlackRock
New York
|
+$636K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$508K |
| 5 |
Morgan Stanley
New York
|
+$411K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$3.5M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.09M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.16M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$575K |
| 5 |
MCM
Maltese Capital Management
New York
|
-$465K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Nisa Investment Advisors
St. Louis,
Missouri
| $715 | – | – | – |
|
|
PS
77
Principal Securities
Des Moines,
Iowa
| $593 | – | – | – |
|
|
EWA
78
EverSource Wealth Advisors
Birmingham,
Alabama
| $401 | +$378 | +22 | +2,200% |
|
|
AF
79
Allworth Financial
Folsom,
California
| $349 | +$343 | +20 | New |
|
80
Osaic Holdings
Scottsdale,
Arizona
| $262 | – | – | – |
|
|
IA
81
IFP Advisors
Tampa,
Florida
| $174 | +$172 | +10 | New |
|
|
CA
82
Clearstead Advisors
Cleveland,
Ohio
| $105 | +$103 | +6 | New |
|
|
TWD
83
True Wealth Design
Akron,
Ohio
| $88 | +$86 | +5 | New |
|
|
RIL
84
Rothschild Investment LLC
Chicago,
Illinois
| $35 | +$34 | +2 | New |
|
85
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$245K | -14,832 | Closed |
|
86
Jacobs Levy Equity Management
Florham Park,
New Jersey
| – | -$239K | -14,479 | Closed |
|
87
Raymond James Financial
St Petersburg,
Florida
| – | -$3.31K | -200 | Closed |
|
|
HCA
88
Harbor Capital Advisors
Chicago,
Illinois
| – | -$3K | -189 | Closed |
|
|
GI
89
GAMMA Investing
Foster City,
California
| – | -$844 | -51 | Closed |
|
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.