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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
Universal-Beteiligungs- und Servicegesellschaft
51
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.26M +$1.19M +40,786 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.11M +$18.7K +640 +2%
PA
53
Pinnacle Associates
New York
$1.07M +$367K +12,512 +55%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.05M -$130K -4,430 -11%
EF
55
Empowered Funds
Pennsylvania
$938K +$184K +6,264 +25%
WCM
56
Wedge Capital Management
North Carolina
$859K +$35K +1,194 +4%
Canada Life
57
Canada Life
Manitoba, Canada
$820K +$1.23K +42 +0.2%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$807K -$732 -25 -0.1%
Deutsche Bank
59
Deutsche Bank
Germany
$790K +$48.1K +1,641 +7%
S4W
60
Solutions 4 Wealth
Texas
$737K
Citigroup
61
Citigroup
New York
$673K -$20.4K -695 -3%
QCM
62
Quantinno Capital Management
New York
$655K +$93.8K +3,201 +17%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$590K -$28.7K -979 -5%
Rafferty Asset Management
64
Rafferty Asset Management
New York
$561K -$60.6K -2,067 -10%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$548K +$528K +18,017 New
HWAM
66
Hennion & Walsh Asset Management
New Jersey
$526K -$131K -4,480 -21%
LPL Financial
67
LPL Financial
California
$524K -$135K -4,621 -21%
MIM
68
MetLife Investment Management
New Jersey
$516K
Comerica Bank
69
Comerica Bank
Texas
$507K -$34.4K -1,173 -7%
IC
70
IEQ Capital
California
$494K +$44.6K +1,521 +10%
SOADOR
71
State of Alaska Department of Revenue
Alaska
$473K +$4.75K +162 +1%
II
72
Inspire Investing
Idaho
$466K -$23K -784 -5%
PWMAG
73
Pinnacle Wealth Management Advisory Group
New Jersey
$465K +$448K +15,309 New
TI
74
Tidal Investments
Wisconsin
$450K -$34.8K -1,187 -7%
IMRF
75
Illinois Municipal Retirement Fund
Illinois
$442K -$27K -923 -6%