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Prosperity Bancshares

406 hedge funds and large institutions have $5.75B invested in Prosperity Bancshares in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 108

55% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 42

32% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $983K

5% more funds holding

Funds holding: 388406 (+18)

3.1% more ownership

Funds ownership: 82.77%85.86% (+3.1%)

2% more capital invested

Capital invested by funds: $5.63B → $5.75B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
406
Holders Change
+18
Holders Change %
+4.64%
% of All Funds
5.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
65
Increased
168
Reduced
108
Closed
42
Calls
$1.3M
Puts
$983K
Net Calls
+$316K
Net Calls Change
-$304K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
376
NewSquare Capital
Pennsylvania
$2.67K +$2.62K +38 New
S
377
Sachetta
Massachusetts
$2.39K +$1.72K +25 +278%
SHIM
378
Stone House Investment Management
Pennsylvania
$2.25K +$2.2K +32 New
GRP
379
Global Retirement Partners
California
$2.11K +$2.07K +30 New
CAL
380
Capital Advisors Ltd
Ohio
$2K -$758 -11 -28%
FFO
381
Fortitude Family Office
Arizona
$1.97K +$1.93K +28 New
HNW
382
High Note Wealth
Minnesota
$1.83K -$207 -3 -10%
MCM
383
Manchester Capital Management
Vermont
$1.69K
PWA
384
Principia Wealth Advisory
Texas
$1.62K +$1.58K +23 New
HI
385
Horizon Investments
North Carolina
$1.48K
JWA
386
JFS Wealth Advisors
Pennsylvania
$1.41K -$2.69K -39 -66%
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$1.26K
HNB
388
Huntington National Bank
Ohio
$1.26K
AssetMark Inc
389
AssetMark Inc
California
$1.26K +$1.24K +18 New
PWMG
390
Prestige Wealth Management Group
New Jersey
$780
SIC
391
SJS Investment Consulting
Ohio
$773 -$551 -8 -42%
AF
392
Advisornet Financial
Minnesota
$702 +$689 +10 New
CH
393
Cromwell Holdings
Wyoming
$702 +$689 +10 New
TH
394
TCTC Holdings
Texas
$562
HFS
395
Hughes Financial Services
Virginia
$528 -$895 -13 -62%
T
396
Transce3nd
Texas
$492
SC
397
SouthState Corp
Florida
$492 +$482 +7 New
RWM
398
Rialto Wealth Management
New York
$422 +$413 +6 New
LFG
399
Larson Financial Group
Missouri
$421 -$689 -10 -63%
HIA
400
HFM Investment Advisors
New Jersey
$421 +$207 +3 +100%

PB Hedge Fund Activity: Q2 2025 in Review

406 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q2 2025, worth a combined $5.75B — up 2.2% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new PB positions and 42 closed out — a net gain of 23 holders — while 168 added to existing stakes and 108 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $104M. The largest seller was Victory Capital Management, cutting an estimated $91.5M.

  • 406 institutional investors held Prosperity Bancshares (PB) as of Q2 2025, up from 388 in Q1 2025.
  • Funds reported $5.75B of Prosperity Bancshares stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 65 funds opened new Prosperity Bancshares positions in Q2 2025 and 42 closed out, a net change of +23 holders.
  • The largest Prosperity Bancshares buyer in Q2 2025 was AQR Capital Management, an estimated $104M added.
  • The largest Prosperity Bancshares seller in Q2 2025 was Victory Capital Management, an estimated $91.5M sold.

Based on aggregated 13F filings for Q2 2025.