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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
LSA
101
Lion Street Advisors
Texas
$285K
Allianz Asset Management
102
Allianz Asset Management
Germany
$281K +$52.1K +1,700 +21%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$273K
JPWM
104
Jamison Private Wealth Management
Georgia
$272K -$5.98K -195 -2%
Raymond James Financial
105
Raymond James Financial
Florida
$270K -$38.9K -1,268 -12%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$266K +$38.1K +1,244 +16%
Squarepoint
107
Squarepoint
New York
$257K -$430K -14,017 -61%
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$257K -$1.13M -37,001 -81%
QT
109
Quantbot Technologies
New York
$255K +$151K +4,912 +126%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$246K -$1.1K -36 -0.4%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$243K
MSRPS
112
Maryland State Retirement & Pension System
Maryland
$240K -$40K -1,303 -14%
ASRS
113
Arizona State Retirement System
Arizona
$239K -$2.61K -85 -1%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$235K -$526K -17,148 -68%
AB
115
Amalgamated Bank
New York
$235K -$6.65K -217 -3%
IC
116
IEQ Capital
California
$234K +$248K +8,084 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$230K -$4.26K -139 -2%
MCP
118
Militia Capital Partners
Nevada
$222K -$399 -13 -33%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$213K
Mariner
120
Mariner
Kansas
$212K -$57.7K -1,882 -20%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$206K
Universal-Beteiligungs- und Servicegesellschaft
122
Universal-Beteiligungs- und Servicegesellschaft
Germany
$204K +$216K +7,045 New
P
123
&Partners
Tennessee
$200K +$491 +16 +0.2%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$189K -$6.13K -200 -3%
PFSRSONJ
125
Police & Firemen's Retirement System of New Jersey
New Jersey
$187K

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.