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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
KK
126
KLP Kapitalforvaltning
Norway
$158K
MFT
127
Moisand Fitzgerald Tamayo
Florida
$108K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$83K +$12.3K +406 +16%
HFS
129
Hantz Financial Services
Michigan
$81K +$25.5K +843 +42%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$79.8K +$77.2K +2,551 +928%
AIP
131
Ameritas Investment Partners
Nebraska
$68.3K -$14.7K -486 -17%
HNB
132
Hilltop National Bank
Wyoming
$64.4K
BBHC
133
Brown Brothers Harriman & Co
New York
$62.3K -$110K -3,632 -62%
SCM
134
Sterling Capital Management
North Carolina
$56.4K +$37.1K +1,226 +159%
PP
135
Pacifica Partners
Canada
$55.6K +$60.5K +2,000 New
Jones Financial Companies
136
Jones Financial Companies
Missouri
$45.5K +$4.6K +152 +11%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$44.7K +$47.8K +1,581 New
FFA
138
Farther Finance Advisors
California
$41.5K +$817 +27 +2%
GI
139
GAMMA Investing
California
$40.4K -$3.36K -111 -7%
EWA
140
EverSource Wealth Advisors
Alabama
$28.2K +$1.54K +51 +5%
AAP
141
Arax Advisory Partners
Colorado
$23.6K +$25.2K +834 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$23.1K +$2.18K +72 +10%
TRCT
143
Tower Research Capital (TRC)
New York
$21.6K -$67.1K -2,217 -74%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$18.2K
Osaic Holdings
145
Osaic Holdings
Arizona
$15.3K +$272 +9 +2%
VCM
146
Versant Capital Management
Arizona
$15.3K
MAM
147
Meeder Asset Management
Ohio
$14.1K +$15.1K +500 New
EP
148
Essential Partners
California
$11.3K +$10.9K +361 +926%
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$11K -$1.06K -35 -8%
SL
150
Salomon & Ludwin
Virginia
$10K +$10.7K +355 New

SBSI Hedge Fund Activity: Q3 2025 in Review

176 of the 7,620 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.