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Southside Bancshares

176 hedge funds and large institutions have $489M invested in Southside Bancshares in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% more funds holding

Funds holding: 175176 (+1)

0.57% more ownership

Funds ownership: 56.94%57.51% (+0.57%)

4% less capital invested

Capital invested by funds: $507M → $489M (-$17.8M)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
68
Reduced
58
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
101
Naples Global Advisors
Florida
$265K -$31.2K -1,033 -10%
AAS
102
Ameritas Advisory Services
Nebraska
$263K +$153K +5,074 +120%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$256K -$3.21K -106 -1%
Tudor Investment Corp
104
Tudor Investment Corp
Connecticut
$254K +$272K +8,980 New
YCM
105
Yousif Capital Management
Michigan
$247K -$56.7K -1,876 -18%
P
106
&Partners
Tennessee
$241K +$41K +1,355 +19%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$241K -$1.04M -34,355 -80%
ASRS
108
Arizona State Retirement System
Arizona
$240K +$1.91K +63 +0.7%
EC
109
EntryPoint Capital
New York
$238K -$91.9K -3,037 -26%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$238K -$575 -19 -0.2%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$237K
AB
112
Amalgamated Bank
New York
$236K +$8.47K +280 +3%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$232K +$1.45K +48 +0.6%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$231K -$56.8K -1,878 -19%
PFSRSONJ
115
Police & Firemen's Retirement System of New Jersey
New Jersey
$226K +$46.8K +1,546 +24%
BHCM
116
Brevan Howard Capital Management
Jersey
$223K +$239K +7,900 New
CRC
117
Curi RMB Capital
Illinois
$210K
ACA
118
Ackerman Capital Advisors
Texas
$210K
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$209K
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$208K
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$203K -$2.75K -91 -1%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$201K
A
123
AlphaQuest
New York
$200K -$159K -5,269 -43%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$181K -$3.02K -100 -2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$172K +$48.5K +1,604 +36%

SBSI Hedge Fund Activity: Q3 2025 in Review

176 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2025, worth a combined $489M — down 3.5% from $507M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 23 closed out — a net gain of 1 holder — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.05M. The largest seller was BlackRock, cutting an estimated $4.73M.

  • 176 institutional investors held Southside Bancshares (SBSI) as of Q3 2025, up from 175 in Q2 2025.
  • Funds reported $489M of Southside Bancshares stock for Q3 2025, down 3.5% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q3 2025 and 23 closed out, a net change of +1 holder.
  • The largest Southside Bancshares buyer in Q3 2025 was Millennium Management, an estimated $6.05M added.
  • The largest Southside Bancshares seller in Q3 2025 was BlackRock, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2025.