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Southside Bancshares
SBSI

175 hedge funds and large institutions have $507M invested in Southside Bancshares in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 171 → 175 (+4)

0% more capital invested

Capital invested by funds: $504M → $507M (+$2.36M)

0.32% less ownership

Funds ownership: 57.26% → 56.94% (-0.32%)

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
65
Reduced
52
Closed
25
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$18K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.85M
2
American Century Companies
American Century Companies
Missouri
+$1.29M
3
N
Nuveen
North Carolina
+$1.25M
4
Invesco
Invesco
Georgia
+$1.19M
5
Charles Schwab
Charles Schwab
California
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.4M
2
TC
TownSquare Capital
Utah
-$2.94M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.51M
4
BCM
Bridgeway Capital Management
Texas
-$1.35M
5
EF
Empowered Funds
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$405K +$3.09K +109 +0.8%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$398K – – –
ECM
78
ExodusPoint Capital Management
New York
$396K +$381K +13,459 New
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$391K -$2.83K -100 -0.7%
II
80
Inspire Investing
Idaho
$389K +$36.4K +1,284 +11%
Squarepoint
81
Squarepoint
New York
$368K +$103K +3,637 +41%
AA
82
ALPS Advisors
Colorado
$365K +$4.25K +150 +1%
A
83
AlphaQuest
New York
$364K +$287K +10,119 +453%
NA
84
NewEdge Advisors
Louisiana
$356K +$343K +12,091 New
EC
85
EntryPoint Capital
New York
$338K +$325K +11,472 New
IIM
86
INTECH Investment Management
Florida
$337K -$118K -4,152 -27%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K +$20K +706 +7%
Creative Planning
88
Creative Planning
Kansas
$315K +$2.32K +82 +0.8%
YCM
89
Yousif Capital Management
Michigan
$313K – – –
SA
90
Sanctuary Advisors
Indiana
$312K +$28 +1 +0%
NGA
91
Naples Global Advisors
Florida
$307K -$14.1K -499 -5%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$296K – – –
GWA
93
Gibson Wealth Advisors
Texas
$290K – – –
LSA
94
Lion Street Advisors
Texas
$290K – – –
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$284K -$55.9K -1,972 -17%
ACM
96
Aquatic Capital Management
Illinois
$282K +$109K +3,852 +67%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$278K – – –
RC
98
Rahlfs Capital
Texas
$277K -$28.3K -1,000 -10%
IC
99
IEQ Capital
California
$277K +$37.5K +1,324 +16%
JPWM
100
Jamison Private Wealth Management
Georgia
$277K +$538 +19 +0.2%
2 3
4
5 6

SBSI Hedge Fund Activity: Q2 2025 in Review

175 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2025, worth a combined $507M — up 0.47% from $504M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SBSI positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 52 trimmed.

The largest buyer was UBS Group, adding an estimated $1.85M. The largest seller was BlackRock, cutting an estimated $3.4M.

  • 175 institutional investors held Southside Bancshares (SBSI) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $507M of Southside Bancshares stock for Q2 2025, up 0.47% quarter-over-quarter.
  • 29 funds opened new Southside Bancshares positions in Q2 2025 and 25 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q2 2025 was UBS Group, an estimated $1.85M added.
  • The largest Southside Bancshares seller in Q2 2025 was BlackRock, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.