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Southside Bancshares
SBSI

Overview Fund Activity

172 hedge funds and large institutions have $505M invested in Southside Bancshares in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 25 closing their positions.

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
63
Reduced
52
Closed
25
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$18K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$11.8M
2
American Century Companies
2
American Century Companies
Missouri
$10.4M
3
NL
3
Nuveen LLC
North Carolina
$3.52M
4
Invesco
4
Invesco
Georgia
$8.54M
5
Charles Schwab
5
Charles Schwab
California
$9.66M

Top Sellers

1
BlackRock
1
BlackRock
New York
$126M
2
TC
2
TownSquare Capital
Utah
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.05M
4
EF
4
Empowered Funds
Pennsylvania
$1.02M
5
BCM
5
Bridgeway Capital Management
Texas
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
151
Harbor Capital Advisors
Illinois
$7K 232 +65 +39%
US Bancorp
152
US Bancorp
Minnesota
$5.18K 176 – –
Bessemer Group
153
Bessemer Group
New Jersey
$5K 166 -59 -26%
IA
154
IFP Advisors
Florida
$4.03K 137 +137 New
Raymond James Financial
155
Raymond James Financial
Florida
$3.56K 121 -9,216 -99%
CA
156
Clearstead Advisors
Ohio
$3.24K 110 +110 New
RIL
157
Rothschild Investment LLC
Illinois
$2.8K 95 +80 +533%
TPWA
158
Twin Peaks Wealth Advisors
California
$2.42K 81 +81 New
SS
159
SBI Securities
Japan
$2.15K 73 +1 +1%
QL
160
Quarry LP
New York
$1.35K 46 – –
GWM
161
Geneos Wealth Management
Colorado
$971 33 +33 New
GRP
162
Global Retirement Partners
California
$706 24 +24 New
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$618 21 – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$530 18 +18 New
FFO
165
Fortitude Family Office
Arizona
$500 17 +17 New
PWA
166
Physician Wealth Advisors
Utah
$471 16 +16 New
AF
167
Allworth Financial
California
$471 16 +16 New
SAM
168
Smartleaf Asset Management
Massachusetts
$470 16 -69 -81%
TWD
169
True Wealth Design
Ohio
$324 11 -1 -8%
UB
170
UMB Bank
Missouri
$206 7 -83 -92%
AGWCA
171
Annis Gardner Whiting Capital Advisors
Florida
$148 5 +5 New
TC
172
TownSquare Capital
Utah
– – -101,380 Closed
Lazard Asset Management
173
Lazard Asset Management
New York
– – -40,028 Closed
HF
174
HRT Financial
New York
– – -21,584 Closed
DTL
175
Dynamic Technology Lab
Singapore
– – -18,533 Closed
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7
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