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Prosperity Bancshares

399 hedge funds and large institutions have $5.37B invested in Prosperity Bancshares in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 160 increasing their positions, 119 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 119

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.77% less ownership

Funds ownership: 85.86%85.1% (-0.77%)

7% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 58

2% less funds holding

Funds holding: 406399 (-7)

7% less capital invested

Capital invested by funds: $5.75B → $5.37B (-$383M)

25% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.63M

Holders
399
Holders Change
-7
Holders Change %
-1.72%
% of All Funds
5.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
54
Increased
160
Reduced
119
Closed
58
Calls
$1.21M
Puts
$1.63M
Net Calls
-$412K
Net Calls Change
-$728K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
426
Dakota Wealth Management
Florida
-$303K -4,318 Closed
ECM
427
Everence Capital Management
Indiana
-$298K -4,240 Closed
WS
428
Wedbush Securities
California
-$256K -3,647 Closed
SIG
429
Sargent Investment Group
Maryland
-$238K -3,600 Closed
SC
430
Savant Capital
Illinois
-$246K -3,505 Closed
SAG
431
SageView Advisory Group
California
-$206K -3,045 Closed
TCA
432
Transcend Capital Advisors
New Jersey
-$208K -2,963 Closed
OR
433
Olympiad Research
Connecticut
-$203K -2,897 Closed
OW
434
Olistico Wealth
Oklahoma
-$202K -2,872 Closed
CIBC Asset Management
435
CIBC Asset Management
Ontario, Canada
-$201K -2,855 Closed
OAM
436
OP Asset Management
-$194K -2,764 Closed
ACM
437
Aster Capital Management
United Arab Emirates
-$84.3K -1,200 Closed
SC
438
Steph & Co
Wisconsin
-$38.1K -543 Closed
GWM
439
Geneos Wealth Management
Colorado
-$27K -384 Closed
BIG
440
Brooklyn Investment Group
New York
-$21.4K -304 Closed
WSFS
441
Wilmington Savings Fund Society
Delaware
-$20.8K -296 Closed
BC
442
Bayforest Capital
United Kingdom
-$13.3K -189 Closed
TSMHT
443
Thurston Springer Miller Herd & Titak
Indiana
-$11.9K -170 Closed
DWM
444
Dogwood Wealth Management
Kansas
-$10.8K -145 Closed
WT
445
Whittier Trust
California
-$8.85K -126 Closed
TPWA
446
Twin Peaks Wealth Advisors
California
-$8.33K -124 Closed
Simplex Trading
447
Simplex Trading
Illinois
-$5.91K -86 Closed
RAM
448
Riggs Asset Management
Pennsylvania
-$3.23K -46 Closed
NC
449
NewSquare Capital
Pennsylvania
-$2.67K -38 Closed
SHIM
450
Stone House Investment Management
Pennsylvania
-$2.25K -32 Closed

PB Hedge Fund Activity: Q3 2025 in Review

399 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2025, worth a combined $5.37B — down 6.7% from $5.75B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of PB and 54 opened new positions — a net loss of 4 holders — while 119 trimmed existing stakes and 160 added.

The largest buyer was AQR Capital Management, adding an estimated $71.3M. The largest seller was Victory Capital Management, cutting an estimated $132M.

  • 399 institutional investors held Prosperity Bancshares (PB) as of Q3 2025, down from 406 in Q2 2025.
  • Funds reported $5.37B of Prosperity Bancshares stock for Q3 2025, down 6.7% quarter-over-quarter.
  • 54 funds opened new Prosperity Bancshares positions in Q3 2025 and 58 closed out, a net change of -4 holders.
  • The largest Prosperity Bancshares buyer in Q3 2025 was AQR Capital Management, an estimated $71.3M added.
  • The largest Prosperity Bancshares seller in Q3 2025 was Victory Capital Management, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2025.