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Southside Bancshares

171 hedge funds and large institutions have $504M invested in Southside Bancshares in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $130K | Put options by funds: $38K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

9% more funds holding

Funds holding: 157171 (+14)

0% more ownership

Funds ownership: 57.26%57.26% (+0%)

9% less capital invested

Capital invested by funds: $551M → $504M (-$47.3M)

20% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 65

Holders
171
Holders Change
+14
Holders Change %
+8.92%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
52
Reduced
65
Closed
8
Calls
$130K
Puts
$38K
Net Calls
+$92K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
SOADOR
76
State of Alaska Department of Revenue
Alaska
$457K -$10.8K -353 -2%
IIM
77
INTECH Investment Management
Florida
$452K +$133K +4,334 +38%
IMRF
78
Illinois Municipal Retirement Fund
Illinois
$444K +$5.09K +166 +1%
CF
79
Corebridge Financial
Texas
$434K -$8.95K -292 -2%
RA
80
Royce & Associates
New York
$424K +$449K +14,641 New
HighTower Advisors
81
HighTower Advisors
Illinois
$396K -$3.19K -104 -0.8%
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$391K
LSERS
83
Louisiana State Employees Retirement System
Louisiana
$388K -$12.3K -400 -3%
CSS
84
Cubist Systematic Strategies
Connecticut
$386K +$409K +13,330 New
AA
85
ALPS Advisors
Colorado
$355K +$376K +12,260 New
CCIA
86
Campbell & Co Investment Adviser
Maryland
$349K -$37.5K -1,223 -9%
II
87
Inspire Investing
Idaho
$345K -$21.9K -715 -6%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$337K +$356K +11,620 New
SCM
89
Semanteon Capital Management
Massachusetts
$322K +$341K +11,116 New
NGA
90
Naples Global Advisors
Florida
$316K +$12.3K +400 +4%
Amundi
91
Amundi
France
$311K -$71.6K -2,336 -17%
Victory Capital Management
92
Victory Capital Management
Texas
$311K -$11.1K -363 -3%
YCM
93
Yousif Capital Management
Michigan
$308K -$5.52K -180 -2%
SA
94
Sanctuary Advisors
Indiana
$307K -$153 -5 -0%
Creative Planning
95
Creative Planning
Kansas
$307K +$2.36K +77 +0.7%
AAS
96
Ameritas Advisory Services
Nebraska
$303K
RC
97
Rahlfs Capital
Texas
$302K
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$299K -$11K -358 -3%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$290K
GWA
100
Gibson Wealth Advisors
Texas
$285K

SBSI Hedge Fund Activity: Q1 2025 in Review

171 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2025, worth a combined $504M — down 8.6% from $551M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 8 closed out — a net gain of 16 holders — while 52 added to existing stakes and 65 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.66M. The largest seller was JP Morgan Chase, cutting an estimated $3.55M.

  • 171 institutional investors held Southside Bancshares (SBSI) as of Q1 2025, up from 157 in Q4 2024.
  • Funds reported $504M of Southside Bancshares stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q1 2025 and 8 closed out, a net change of +16 holders.
  • The largest Southside Bancshares buyer in Q1 2025 was Dimensional Fund Advisors, an estimated $1.66M added.
  • The largest Southside Bancshares seller in Q1 2025 was JP Morgan Chase, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2025.