We are live on ! Find out more
SBSI icon

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
IMRF
76
Illinois Municipal Retirement Fund
Illinois
$481K +$29.9K +944 +6%
TI
77
Tidal Investments
Wisconsin
$475K +$15K +472 +3%
BAM
78
Bayview Asset Management
Florida
$466K -$2.23M -70,457 -82%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$465K -$19K -598 -4%
IC
80
IEQ Capital
California
$449K -$58.2K -1,837 -11%
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$440K +$129K +4,068 +40%
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$431K +$440K +13,867 New
PWMAG
83
Pinnacle Wealth Management Advisory Group
New Jersey
$424K -$53.2K -1,680 -11%
Mariner
84
Mariner
Kansas
$423K +$53.9K +1,699 +14%
Mirae Asset Global ETFs Holdings
85
Mirae Asset Global ETFs Holdings
Hong Kong
$422K +$5.55K +175 +1%
Janus Henderson Group
86
Janus Henderson Group
United Kingdom
$420K
Rafferty Asset Management
87
Rafferty Asset Management
New York
$420K -$158K -4,971 -27%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$386K -$15.8K -500 -4%
Barclays
89
Barclays
United Kingdom
$369K -$1.26M -39,731 -77%
NA
90
NewEdge Advisors
Louisiana
$369K +$127 +4 +0%
RFW
91
Redwood Family Wealth
Texas
$352K -$40.7K -1,284 -10%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$352K
HF
93
HRT Financial
New York
$351K +$359K +11,316 New
Focus Partners Wealth
94
Focus Partners Wealth
Massachusetts
$350K +$63.5K +2,002 +22%
VIA
95
Vanguard Investments Australia
Australia
$315K +$321K +10,117 New
NGA
96
Naples Global Advisors
Florida
$311K +$54.4K +1,717 +21%
GWA
97
Gibson Wealth Advisors
Texas
$306K
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$293K
BFA
99
Bill Few Associates
Pennsylvania
$291K +$71K +2,239 +31%
JPWM
100
Jamison Private Wealth Management
Georgia
$282K -$10.7K -338 -4%

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.