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Southside Bancshares

184 hedge funds and large institutions have $530M invested in Southside Bancshares in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

2% more funds holding

Funds holding: 181184 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $521M → $530M (+$9.48M)

0.35% more ownership

Funds ownership: 56.98%57.32% (+0.35%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.97M

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
61
Closed
14
Calls
Puts
$9.97M
Net Calls
-$9.97M
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$3.58M -$597K -18,834 -14%
EF
27
Empowered Funds
Pennsylvania
$3.12M +$2.2M +69,431 +225%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.11M +$59.2K +1,869 +2%
Citadel Advisors
29
Citadel Advisors
Florida
$2.96M -$677K -21,358 -18%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$2.87M
UBS Group
31
UBS Group
Switzerland
$2.84M -$3.3M -103,981 -53%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.5M +$36.4K +1,147 +1%
PWM
33
Parkway Wealth Management
Texas
$2.46M -$592K -18,684 -20%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$2.26M +$255K +8,051 +12%
Ameriprise
35
Ameriprise
Minnesota
$2.21M +$542K +17,088 +32%
KIM
36
Kestrel Investment Management
California
$2.15M -$15.8K -500 -0.7%
Legal & General Group
37
Legal & General Group
United Kingdom
$2.04M -$299K -9,438 -13%
UBS AM
38
UBS AM
Illinois
$2M +$41K +1,295 +2%
Creative Planning
39
Creative Planning
Kansas
$1.99M -$90.5K -2,856 -4%
PCM
40
Polaris Capital Management
Massachusetts
$1.96M +$22.7K +717 +1%
PP
41
Pingora Partners
Wyoming
$1.92M
N
42
Nuveen
North Carolina
$1.92M +$13.3K +419 +0.7%
Millennium Management
43
Millennium Management
New York
$1.8M -$2.81M -88,753 -60%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$1.79M +$239K +7,545 +15%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.74M
Fisher Asset Management
46
Fisher Asset Management
Washington
$1.67M
Jane Street
47
Jane Street
New York
$1.47M +$1.5M +47,297 New
RA
48
Royce & Associates
New York
$1.47M -$109K -3,452 -7%
Wells Fargo
49
Wells Fargo
California
$1.33M -$659K -20,782 -33%
Prudential Financial
50
Prudential Financial
New Jersey
$1.29M -$7.61K -240 -0.6%

SBSI Hedge Fund Activity: Q1 2026 in Review

184 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2026, worth a combined $530M — up 1.8% from $521M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 14 closed out — a net gain of 8 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $7.31M. The largest seller was UBS Group, cutting an estimated $3.3M.

  • 184 institutional investors held Southside Bancshares (SBSI) as of Q1 2026, up from 181 in Q4 2025.
  • Funds reported $530M of Southside Bancshares stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q1 2026 and 14 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q1 2026 was Two Sigma Investments, an estimated $7.31M added.
  • The largest Southside Bancshares seller in Q1 2026 was UBS Group, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2026.