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USCB Financial Holdings

70 hedge funds and large institutions have $235M invested in USCB Financial Holdings in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $221M → $235M (+$13.7M)

3% more funds holding

Funds holding: 6870 (+2)

0.3% more ownership

Funds ownership: 62.88%63.17% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

31% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 26

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
18
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$83.3M
ECA
2
Endeavour Capital Advisors
Connecticut
$23.7M -$504K -27,045 -2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$16.6M -$265K -14,224 -2%
BlackRock
4
BlackRock
New York
$16M +$727K +39,010 +5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.5M +$5.28M +283,326 +64%
MCA
6
Mendon Capital Advisors
Florida
$12.4M -$86.3K -4,633 -0.7%
CRC
7
Curi RMB Capital
Illinois
$10.6M
BCM
8
Basswood Capital Management
New York
$9.55M
KCM
9
Kennedy Capital Management
Missouri
$7.19M +$1.9M +102,060 +36%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$6.77M -$343K -18,399 -5%
MCM
11
Maltese Capital Management
New York
$5.37M -$312K -16,761 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.54M +$128K +6,883 +3%
BFC
13
Banc Funds Company
Illinois
$2.77M
State Street
14
State Street
Massachusetts
$2.37M +$83.5K +4,482 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.17M +$300K +16,109 +16%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.78M -$396K -21,246 -18%
EPCA
17
Elizabeth Park Capital Advisors
Ohio
$1.64M
Northern Trust
18
Northern Trust
Illinois
$1.54M -$14.1K -755 -0.9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.22M +$1.23M +65,824 New
Goldman Sachs
20
Goldman Sachs
New York
$1.15M -$64.8K -3,479 -5%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$985K +$132K +7,088 +15%
Morgan Stanley
22
Morgan Stanley
New York
$787K -$169K -9,094 -18%
EM
23
ELCO Management
New York
$722K -$86.3K -4,633 -11%
Barclays
24
Barclays
United Kingdom
$648K -$81K -4,346 -11%
KTA
25
Keeley-Teton Advisors
Illinois
$629K +$168K +9,044 +36%

USCB Hedge Fund Activity: Q1 2025 in Review

70 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q1 2025, worth a combined $235M — up 6.2% from $221M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new USCB positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.28M. The largest seller was Bessemer Group, exiting entirely with an estimated $2.02M sold.

  • 70 institutional investors held USCB Financial Holdings (USCB) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $235M of USCB Financial Holdings stock for Q1 2025, up 6.2% quarter-over-quarter.
  • 6 funds opened new USCB Financial Holdings positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest USCB Financial Holdings buyer in Q1 2025 was Vanguard Group, an estimated $5.28M added.
  • The largest USCB Financial Holdings seller in Q1 2025 was Bessemer Group, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2025.