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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.8K -$697 -39 -20%
Optiver Holding
77
Optiver Holding
Netherlands
$2.76K
EP
78
Essential Partners
California
$2.04K +$250 +14 +14%
C
79
Covestor
United Kingdom
$2K -$429 -24 -18%
MW
80
Merited Wealth
Florida
$1.84K +$1.79K +100 New
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$755
EWA
82
EverSource Wealth Advisors
Alabama
$571 +$143 +8 +35%
IA
83
IFP Advisors
Florida
$460 +$268 +15 +150%
AF
84
Allworth Financial
California
$443 +$71 +4 +20%
FFA
85
Farther Finance Advisors
California
$405 +$393 +22 New
Osaic Holdings
86
Osaic Holdings
Arizona
$276
SS
87
SBI Securities
Japan
$276 +$268 +15 New
RIL
88
Rothschild Investment LLC
Illinois
$166 +$125 +7 +350%
MCM
89
MAI Capital Management
Ohio
$74 +$71 +4 New
TWD
90
True Wealth Design
Ohio
$56 -$36 -2 -40%
CA
91
Clearstead Advisors
Ohio
$19 -$89 -5 -83%
SIC
92
SJS Investment Consulting
Ohio
$19 +$18 +1 New
Stifel Financial
93
Stifel Financial
Missouri
-$283K -16,189 Closed
First Trust Advisors
94
First Trust Advisors
Illinois
-$193K -11,053 Closed
AAP
95
Arax Advisory Partners
Colorado
-$3.49K -200 Closed
Federated Hermes
96
Federated Hermes
Pennsylvania
-$1.1K -63 Closed
PS
97
Principal Securities
Iowa
-$593 -34 Closed

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.