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USCB Financial Holdings
USCB

73 hedge funds and large institutions have $210M invested in USCB Financial Holdings in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

4% more funds holding

Funds holding: 70 → 73 (+3)

0.14% more ownership

Funds ownership: 63.17% → 63.32% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less capital invested

Capital invested by funds: $235M → $210M (-$25.1M)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
26
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$1.34M
2
Northern Trust
Northern Trust
Illinois
+$680K
3
GF
Gabelli Funds
New York
+$573K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$454K
5
BlackRock
BlackRock
New York
+$354K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.29M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$857K
3
BCM
Basswood Capital Management
New York
-$719K
4
ECA
Endeavour Capital Advisors
Connecticut
-$619K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$74.2M – – –
ECA
2
Endeavour Capital Advisors
Connecticut
$20.5M -$619K -36,842 -3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$16.1M +$1.34M +79,983 +9%
BlackRock
4
BlackRock
New York
$14.6M +$354K +21,054 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.3M +$269K +16,014 +2%
MCA
6
Mendon Capital Advisors
Florida
$11.4M +$351K +20,870 +3%
CRC
7
Curi RMB Capital
Illinois
$9.44M – – –
BCM
8
Basswood Capital Management
New York
$7.8M -$719K -42,764 -8%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$5.94M -$92.7K -5,514 -2%
KCM
10
Kennedy Capital Management
Missouri
$5.14M -$1.29M -76,478 -20%
MCM
11
Maltese Capital Management
New York
$4.78M – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.11M +$71.3K +4,242 +2%
BFC
13
Banc Funds Company
Illinois
$2.47M – – –
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.38M +$454K +27,001 +23%
State Street
15
State Street
Massachusetts
$2.35M +$234K +13,903 +11%
Northern Trust
16
Northern Trust
Illinois
$2.04M +$680K +40,438 +49%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.48M -$110K -6,536 -7%
EPCA
18
Elizabeth Park Capital Advisors
Ohio
$1.47M – – –
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$970K +$94.3K +5,613 +11%
Goldman Sachs
20
Goldman Sachs
New York
$812K -$218K -12,958 -21%
Barclays
21
Barclays
United Kingdom
$792K +$218K +12,978 +37%
Morgan Stanley
22
Morgan Stanley
New York
$728K +$26.7K +1,588 +4%
EM
23
ELCO Management
New York
$643K – – –
Millennium Management
24
Millennium Management
New York
$642K +$133K +7,890 +26%
GF
25
Gabelli Funds
New York
$563K +$573K +34,065 New
1
2 3 4

USCB Hedge Fund Activity: Q2 2025 in Review

73 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in USCB Financial Holdings (USCB) for Q2 2025, worth a combined $210M — down 11% from $235M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new USCB positions and 4 closed out — a net gain of 4 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $1.34M. The largest seller was Kennedy Capital Management, cutting an estimated $1.29M.

  • 73 institutional investors held USCB Financial Holdings (USCB) as of Q2 2025, up from 70 in Q1 2025.
  • Funds reported $210M of USCB Financial Holdings stock for Q2 2025, down 11% quarter-over-quarter.
  • 8 funds opened new USCB Financial Holdings positions in Q2 2025 and 4 closed out, a net change of +4 holders.
  • The largest USCB Financial Holdings buyer in Q2 2025 was AllianceBernstein, an estimated $1.34M added.
  • The largest USCB Financial Holdings seller in Q2 2025 was Kennedy Capital Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2025.