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Southside Bancshares
SBSI

175 hedge funds and large institutions have $507M invested in Southside Bancshares in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 171 → 175 (+4)

0% more capital invested

Capital invested by funds: $504M → $507M (+$2.36M)

0.32% less ownership

Funds ownership: 57.26% → 56.94% (-0.32%)

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
65
Reduced
52
Closed
25
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$18K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.85M
2
American Century Companies
American Century Companies
Missouri
+$1.29M
3
N
Nuveen
North Carolina
+$1.25M
4
Invesco
Invesco
Georgia
+$1.19M
5
Charles Schwab
Charles Schwab
California
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.4M
2
TC
TownSquare Capital
Utah
-$2.94M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.51M
4
BCM
Bridgeway Capital Management
Texas
-$1.35M
5
EF
Empowered Funds
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
26
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.85M +$189K +6,668 +7%
UBS AM
27
UBS AM
Illinois
$2.76M +$667K +23,536 +33%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$2.5M +$57K +2,010 +2%
Legal & General Group
29
Legal & General Group
United Kingdom
$2.31M +$20.8K +733 +0.9%
KIM
30
Kestrel Investment Management
California
$2.12M -$90.7K -3,200 -4%
Bank of America
31
Bank of America
North Carolina
$2.02M +$346K +12,198 +22%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$1.97M +$73.8K +2,603 +4%
BCM
33
Bridgeway Capital Management
Texas
$1.88M -$1.35M -47,712 -43%
Barclays
34
Barclays
United Kingdom
$1.86M +$522K +18,426 +41%
PCM
35
Polaris Capital Management
Massachusetts
$1.81M – – –
NIG
36
NFJ Investment Group
Texas
$1.72M -$10.3K -364 -0.6%
Wells Fargo
37
Wells Fargo
California
$1.66M -$27.4K -967 -2%
Ameriprise
38
Ameriprise
Minnesota
$1.65M -$45.9K -1,618 -3%
Swiss National Bank
39
Swiss National Bank
Switzerland
$1.64M – – –
PP
40
Pingora Partners
Wyoming
$1.6M +$362K +12,770 +31%
Fisher Asset Management
41
Fisher Asset Management
Washington
$1.58M +$227 +8 +0%
Millennium Management
42
Millennium Management
New York
$1.52M -$202K -7,112 -12%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.26M +$5.04K +178 +0.4%
Citigroup
44
Citigroup
New York
$1.16M -$325K -11,470 -23%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.16M – – –
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.12M -$680K -23,981 -39%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.1M -$242K -8,551 -19%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$1.06M +$74.8K +2,641 +8%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$1.05M +$5.75K +203 +0.6%
EF
50
Empowered Funds
Pennsylvania
$1.02M -$1.35M -47,712 -58%
1
2
3 4 5

SBSI Hedge Fund Activity: Q2 2025 in Review

175 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2025, worth a combined $507M — up 0.47% from $504M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SBSI positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 52 trimmed.

The largest buyer was UBS Group, adding an estimated $1.85M. The largest seller was BlackRock, cutting an estimated $3.4M.

  • 175 institutional investors held Southside Bancshares (SBSI) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $507M of Southside Bancshares stock for Q2 2025, up 0.47% quarter-over-quarter.
  • 29 funds opened new Southside Bancshares positions in Q2 2025 and 25 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q2 2025 was UBS Group, an estimated $1.85M added.
  • The largest Southside Bancshares seller in Q2 2025 was BlackRock, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.