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Southside Bancshares

181 hedge funds and large institutions have $521M invested in Southside Bancshares in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $489M → $521M (+$31.9M)

3% more funds holding

Funds holding: 176181 (+5)

0.54% less ownership

Funds ownership: 57.51%56.98% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
65
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.54M +$808K +27,577 +31%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.98M -$360K -12,274 -11%
PWM
28
Parkway Wealth Management
Texas
$2.82M +$2.72M +92,789 New
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$2.81M
BAM
30
Bayview Asset Management
Florida
$2.6M +$819K +27,957 +49%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$2.41M -$132K -4,496 -5%
Legal & General Group
32
Legal & General Group
United Kingdom
$2.29M -$93.5K -3,190 -4%
KIM
33
Kestrel Investment Management
California
$2.11M -$70.3K -2,400 -3%
Creative Planning
34
Creative Planning
Kansas
$2.03M +$1.59M +54,156 +431%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$1.99M +$506K +17,288 +36%
Wells Fargo
36
Wells Fargo
California
$1.93M +$70.7K +2,413 +4%
UBS AM
37
UBS AM
Illinois
$1.92M +$135K +4,603 +8%
PCM
38
Polaris Capital Management
Massachusetts
$1.89M +$21.3K +727 +1%
PP
39
Pingora Partners
Wyoming
$1.88M +$231K +7,900 +15%
BCM
40
Bridgeway Capital Management
Texas
$1.86M +$506K +17,264 +39%
N
41
Nuveen
North Carolina
$1.86M -$745K -25,414 -29%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.7M
Ameriprise
43
Ameriprise
Minnesota
$1.64M -$28.9K -986 -2%
Fisher Asset Management
44
Fisher Asset Management
Washington
$1.63M
Barclays
45
Barclays
United Kingdom
$1.57M +$275K +9,392 +22%
Squarepoint
46
Squarepoint
New York
$1.55M +$395K +13,467 +36%
RA
47
Royce & Associates
New York
$1.54M +$418K +14,257 +39%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$1.52M +$300K +10,238 +26%
CCIA
49
Campbell & Co Investment Adviser
Maryland
$1.45M +$691K +23,582 +98%
Prudential Financial
50
Prudential Financial
New Jersey
$1.26M -$60.8K -2,075 -5%