We are live on ! Find out more
SBSI icon

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
ACM
126
Aquatic Capital Management
Illinois
$166K +$17.6K +575 +11%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$163K -$110K -3,582 -39%
KK
128
KLP Kapitalforvaltning
Norway
$162K
SG Americas Securities
129
SG Americas Securities
New York
$145K -$7.57K -247 -5%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$130K -$8.62K -281 -6%
MFT
131
Moisand Fitzgerald Tamayo
Florida
$110K
TRCT
132
Tower Research Capital (TRC)
New York
$92.4K +$58.9K +1,920 +151%
AIP
133
Ameritas Investment Partners
Nebraska
$84.1K
PAS
134
Point72 Asia (Singapore)
Singapore
$66.3K +$70.2K +2,289 New
A
135
AlphaQuest
New York
$64.7K +$68.5K +2,234 +223,400%
FFA
136
Farther Finance Advisors
California
$41.1K +$521 +17 +1%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$40.9K +$2.58K +84 +6%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$40.4K +$3.77K +123 +10%
GI
139
GAMMA Investing
California
$35.9K -$3K -98 -7%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$31.8K
MAM
141
Meeder Asset Management
Ohio
$29K +$30.8K +1,003 New
CCM
142
Chilton Capital Management
Texas
$20K +$21.2K +690 New
Mitsubishi UFJ Asset Management
143
Mitsubishi UFJ Asset Management
Japan
$18.6K
VCM
144
Versant Capital Management
Arizona
$15.6K -$583 -19 -3%
Osaic Holdings
145
Osaic Holdings
Arizona
$15.1K +$3.99K +130 +33%
SCM
146
Sterling Capital Management
North Carolina
$14.4K -$13K -423 -46%
CFD
147
Creative Financial Designs
Indiana
$8.06K +$92 +3 +1%
CCM
148
Coldstream Capital Management
Washington
$7.18K +$7.6K +248 New
Bessemer Group
149
Bessemer Group
New Jersey
$7K +$5.67K +185 +463%
US Bancorp
150
US Bancorp
Minnesota
$5.1K

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.