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Southside Bancshares

184 hedge funds and large institutions have $530M invested in Southside Bancshares in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

2% more funds holding

Funds holding: 181184 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $521M → $530M (+$9.48M)

0.35% more ownership

Funds ownership: 56.98%57.32% (+0.35%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.97M

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
61
Closed
14
Calls
Puts
$9.97M
Net Calls
-$9.97M
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
126
Moisand Fitzgerald Tamayo
Florida
$118K
TRCT
127
Tower Research Capital (TRC)
New York
$101K +$63.9K +2,017 +165%
QCG
128
Quadrant Capital Group
Ohio
$85.1K
New York State Teachers Retirement System (NYSTRS)
129
New York State Teachers Retirement System (NYSTRS)
New York
$77K -$194K -6,110 -71%
GI
130
GAMMA Investing
California
$76.6K +$20.7K +654 +36%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$75.3K -$5.55K -175 -7%
AIP
132
Ameritas Investment Partners
Nebraska
$75.1K
Fidelity Investments
133
Fidelity Investments
Massachusetts
$74K -$24.7K -778 -25%
HNB
134
Hilltop National Bank
Wyoming
$70.8K
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$68.8K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$67.3K +$54.7K +1,726 +393%
HFS
137
Hantz Financial Services
Michigan
$54K -$5.17K -163 -9%
FFA
138
Farther Finance Advisors
California
$52.6K +$666 +21 +1%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$48.1K +$412 +13 +0.8%
EWA
140
EverSource Wealth Advisors
Alabama
$32.9K +$2.25K +71 +7%
SCM
141
Sterling Capital Management
North Carolina
$29.8K -$22.6K -713 -43%
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$26.8K +$11.6K +367 +74%
HCA
143
Harbor Capital Advisors
Illinois
$26K +$21.9K +692 +481%
VCM
144
Versant Capital Management
Arizona
$21.5K +$4.85K +153 +28%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.2K +$20.6K +649 New
Mitsubishi UFJ Asset Management
146
Mitsubishi UFJ Asset Management
Japan
$20K
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$19.3K +$539 +17 +3%
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$18.3K +$380 +12 +2%
US Bancorp
149
US Bancorp
Minnesota
$14K -$285 -9 -2%
Los Angeles Capital Management
150
Los Angeles Capital Management
California
$12.7K -$5.42K -171 -29%

SBSI Hedge Fund Activity: Q1 2026 in Review

184 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2026, worth a combined $530M — up 1.8% from $521M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 14 closed out — a net gain of 8 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $7.31M. The largest seller was UBS Group, cutting an estimated $3.3M.

  • 184 institutional investors held Southside Bancshares (SBSI) as of Q1 2026, up from 181 in Q4 2025.
  • Funds reported $530M of Southside Bancshares stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q1 2026 and 14 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q1 2026 was Two Sigma Investments, an estimated $7.31M added.
  • The largest Southside Bancshares seller in Q1 2026 was UBS Group, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2026.