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Southside Bancshares
SBSI

176 hedge funds and large institutions have $489M invested in Southside Bancshares in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% more funds holding

Funds holding: 175 → 176 (+1)

0.57% more ownership

Funds ownership: 56.94% → 57.51% (+0.57%)

4% less capital invested

Capital invested by funds: $507M → $489M (-$17.8M)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
68
Reduced
58
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$6.05M
2
BAM
Bayview Asset Management
Florida
+$1.74M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$1.43M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.36M
5
Charles Schwab
Charles Schwab
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.73M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.05M
3
NIG
NFJ Investment Group
Texas
-$1.72M
4
UBS AM
UBS AM
Illinois
-$1.07M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$2.69M +$810K +26,766 +39%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$2.61M +$769K +25,409 +38%
Citadel Advisors
28
Citadel Advisors
Florida
$2.51M -$453K -14,968 -14%
N
29
Nuveen
North Carolina
$2.45M -$997K -32,945 -28%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$2.37M -$26.7K -883 -1%
Legal & General Group
31
Legal & General Group
United Kingdom
$2.22M -$1.03K -34 -0%
KIM
32
Kestrel Investment Management
California
$2.03M – – –
PCM
33
Polaris Capital Management
Massachusetts
$1.74M – – –
Wells Fargo
34
Wells Fargo
California
$1.73M +$138K +4,548 +8%
UBS AM
35
UBS AM
Illinois
$1.65M -$1.07M -35,422 -38%
BAM
36
Bayview Asset Management
Florida
$1.62M +$1.74M +57,500 New
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.58M – – –
Ameriprise
38
Ameriprise
Minnesota
$1.55M -$33.8K -1,117 -2%
PP
39
Pingora Partners
Wyoming
$1.52M -$18.1K -600 -1%
Fisher Asset Management
40
Fisher Asset Management
Washington
$1.52M -$242 -8 -0%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$1.34M +$1.43M +47,390 New
Jane Street
42
Jane Street
New York
$1.3M +$557K +18,425 +67%
BCM
43
Bridgeway Capital Management
Texas
$1.25M -$602K -19,896 -31%
Prudential Financial
44
Prudential Financial
New Jersey
$1.23M +$399K +13,200 +43%
Barclays
45
Barclays
United Kingdom
$1.19M -$631K -20,853 -33%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$1.12M +$108K +3,584 +10%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.1M -$5.96K -197 -0.5%
Squarepoint
48
Squarepoint
New York
$1.06M +$762K +25,179 +201%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$1.04M +$1.12M +36,963 New
RA
50
Royce & Associates
New York
$1.03M +$339K +11,201 +44%
1
2
3 4 5

SBSI Hedge Fund Activity: Q3 2025 in Review

176 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2025, worth a combined $489M — down 3.5% from $507M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 23 closed out — a net gain of 1 holder — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.05M. The largest seller was BlackRock, cutting an estimated $4.73M.

  • 176 institutional investors held Southside Bancshares (SBSI) as of Q3 2025, up from 175 in Q2 2025.
  • Funds reported $489M of Southside Bancshares stock for Q3 2025, down 3.5% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q3 2025 and 23 closed out, a net change of +1 holder.
  • The largest Southside Bancshares buyer in Q3 2025 was Millennium Management, an estimated $6.05M added.
  • The largest Southside Bancshares seller in Q3 2025 was BlackRock, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2025.