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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
PA
51
Pinnacle Associates
New York
$1.26M +$176K +5,564 +16%
Universal-Beteiligungs- und Servicegesellschaft
52
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.22M -$49.5K -1,563 -4%
QCM
53
Quantinno Capital Management
New York
$1.18M +$517K +16,306 +76%
CCIA
54
Campbell & Co Investment Adviser
Maryland
$1.07M -$414K -13,072 -27%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$968K -$167K -5,276 -14%
Deutsche Bank
56
Deutsche Bank
Germany
$936K +$131K +4,137 +16%
WCM
57
Wedge Capital Management
North Carolina
$880K +$1.01K +32 +0.1%
AllianceBernstein
58
AllianceBernstein
Tennessee
$855K -$205K -6,480 -19%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$819K -$6.82K -215 -0.8%
Canada Life
60
Canada Life
Manitoba, Canada
$764K -$76.5K -2,412 -9%
S4W
61
Solutions 4 Wealth
Texas
$754K
Squarepoint
62
Squarepoint
New York
$682K -$926K -29,207 -57%
VGA
63
Vanguard Global Advisers
Pennsylvania
$642K +$655K +20,650 New
SEI Investments
64
SEI Investments
Pennsylvania
$640K +$653K +20,598 New
HWAM
65
Hennion & Walsh Asset Management
New Jersey
$610K +$73K +2,302 +13%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$580K -$24.4K -771 -4%
Franklin Resources
67
Franklin Resources
California
$571K +$582K +18,354 New
VAM
68
Vanguard Asset Management
$567K +$578K +18,240 New
Citigroup
69
Citigroup
New York
$546K -$146K -4,593 -21%
MIM
70
MetLife Investment Management
New Jersey
$528K
II
71
Inspire Investing
Idaho
$514K +$38K +1,200 +8%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$514K +$523K +16,490 +35,848%
HighTower Advisors
73
HighTower Advisors
Illinois
$505K +$75K +2,367 +17%
LPL Financial
74
LPL Financial
California
$498K -$38.9K -1,228 -7%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$496K +$506K +15,966 New

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.