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Southside Bancshares

181 hedge funds and large institutions have $521M invested in Southside Bancshares in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $489M → $521M (+$31.9M)

3% more funds holding

Funds holding: 176181 (+5)

0.54% less ownership

Funds ownership: 57.51%56.98% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
65
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
126
Brown Brothers Harriman & Co
New York
$67K
A
127
AlphaQuest
New York
$58.2K -$151K -5,170 -73%
HFS
128
Hantz Financial Services
Michigan
$58K -$28.1K -960 -34%
GI
129
GAMMA Investing
California
$55K +$11.1K +380 +27%
SCM
130
Sterling Capital Management
North Carolina
$50.8K -$9.52K -325 -16%
FFA
131
Farther Finance Advisors
California
$50.2K +$5.39K +184 +13%
Jones Financial Companies
132
Jones Financial Companies
Missouri
$47.7K +$59 +2 +0.1%
KAS
133
Kestra Advisory Services
Texas
$45.4K +$43.8K +1,494 New
ACM
134
Aquatic Capital Management
Illinois
$41.8K -$290K -9,913 -88%
TRCT
135
Tower Research Capital (TRC)
New York
$37.2K +$13.5K +462 +61%
EWA
136
EverSource Wealth Advisors
Alabama
$30K -$322 -11 -1%
Mitsubishi UFJ Asset Management
137
Mitsubishi UFJ Asset Management
Japan
$19.6K
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$18.3K -$6.3K -215 -26%
PWPS
139
Pinnacle Wealth Planning Services
Ohio
$17.6K +$16.9K +578 New
Los Angeles Capital Management
140
Los Angeles Capital Management
California
$16.5K +$17K +581 New
VCM
141
Versant Capital Management
Arizona
$16.4K
MAM
142
Meeder Asset Management
Ohio
$16.4K +$1.14K +39 +8%
BNP Paribas Asset Management
143
BNP Paribas Asset Management
France
$15K +$3.49K +119 +32%
US Bancorp
144
US Bancorp
Minnesota
$13.9K +$8.29K +283 +161%
Osaic Holdings
145
Osaic Holdings
Arizona
$13.9K -$1.17K -40 -8%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$13.3K +$12.4K +422 +2,482%
S
147
SignatureFD
Georgia
$9.03K +$8.7K +297 New
SC
148
SouthState Corp
Florida
$8.45K +$8.14K +278 New
Bessemer Group
149
Bessemer Group
New Jersey
$8K +$2.64K +90 +54%
SAM
150
Smartleaf Asset Management
Massachusetts
$5.93K +$3.54K +121 +170%