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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
TI
101
Trexquant Investment
Connecticut
$274K -$419K -14,799 -61%
Victory Capital Management
102
Victory Capital Management
Texas
$271K -$43.8K -1,544 -14%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$270K – – –
Mariner
104
Mariner
Kansas
$260K +$43.7K +1,541 +21%
Kovitz Investment Group Partners
105
Kovitz Investment Group Partners
Illinois
$248K -$1.67K -59 -0.7%
ASRS
106
Arizona State Retirement System
Arizona
$248K +$4.85K +171 +2%
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$247K – – –
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$247K -$535K -18,872 -69%
MSRPS
109
Maryland State Retirement & Pension System
Maryland
$244K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$241K +$6.18K +218 +3%
AB
111
Amalgamated Bank
New York
$238K -$1.22K -43 -0.5%
MCP
112
Militia Capital Partners
Nevada
$227K – – –
CRC
113
Curi RMB Capital
Illinois
$219K +$211K +7,440 New
ACA
114
Ackerman Capital Advisors
Texas
$219K +$211K +7,438 New
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$218K +$50.4K +1,779 +32%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$217K – – –
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$215K +$207K +7,292 New
P
118
&Partners
Tennessee
$212K +$7.54K +266 +4%
AIM
119
Aigen Investment Management
New York
$210K +$202K +7,139 New
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$209K – – –
First Trust Advisors
121
First Trust Advisors
Illinois
$202K +$195K +6,875 New
BFA
122
Bill Few Associates
Pennsylvania
$202K +$195K +6,870 New
HW
123
Hancock Whitney
Mississippi
$202K +$194K +6,847 New
QT
124
Quantbot Technologies
New York
$198K -$58.5K -2,066 -23%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$192K – – –
3 4
5
6 7

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.