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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
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.01M +$2.75K +91 +0.3%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$925K -$142K -4,700 -13%
Connor, Clark & Lunn Investment Management (CC&L)
53
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$890K -$201K -6,648 -17%
ECM
54
ExodusPoint Capital Management
New York
$768K +$416K +13,743 +102%
WCM
55
Wedge Capital Management
North Carolina
$765K -$10.9K -361 -1%
Canada Life
56
Canada Life
Manitoba, Canada
$762K -$91 -3 -0%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$751K +$30 +1 +0%
EF
58
Empowered Funds
Pennsylvania
$695K -$299K -9,896 -29%
Deutsche Bank
59
Deutsche Bank
Germany
$688K +$134K +4,416 +22%
S4W
60
Solutions 4 Wealth
Texas
$685K – – –
CCIA
61
Campbell & Co Investment Adviser
Maryland
$678K +$61K +2,015 +9%
Citigroup
62
Citigroup
New York
$645K -$499K -16,503 -42%
PA
63
Pinnacle Associates
New York
$638K -$127K -4,210 -16%
LPL Financial
64
LPL Financial
California
$618K -$21.6K -714 -3%
HWAM
65
Hennion & Walsh Asset Management
New Jersey
$615K +$35.6K +1,176 +6%
Rafferty Asset Management
66
Rafferty Asset Management
New York
$580K +$62.3K +2,060 +11%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$576K -$94.2K -3,113 -13%
HF
68
HRT Financial
New York
$562K +$602K +19,900 New
QCM
69
Quantinno Capital Management
New York
$519K +$556K +18,368 New
Comerica Bank
70
Comerica Bank
Texas
$504K -$23.5K -776 -4%
MIM
71
MetLife Investment Management
New Jersey
$480K – – –
EGM
72
Engineers Gate Manager
New York
$466K +$44.7K +1,478 +10%
II
73
Inspire Investing
Idaho
$455K +$88.2K +2,917 +22%
TI
74
Tidal Investments
Wisconsin
$451K +$7.11K +235 +1%
IIM
75
INTECH Investment Management
Florida
$440K +$125K +4,121 +36%
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.