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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
Osaic Holdings
151
Osaic Holdings
Arizona
$12K -$2.35K -74 -16%
S
152
SignatureFD
Georgia
$9.23K
SC
153
SouthState Corp
Florida
$8.64K
AF
154
Allworth Financial
California
$8.46K +$4.09K +129 +90%
Bessemer Group
155
Bessemer Group
New Jersey
$8K
SAM
156
Smartleaf Asset Management
Massachusetts
$6.53K +$666 +21 +11%
AAP
157
Arax Advisory Partners
Colorado
$5.1K +$3.65K +115 +235%
EP
158
Essential Partners
California
$4.73K +$95 +3 +2%
RIL
159
Rothschild Investment LLC
Illinois
$4.57K +$1.11K +35 +31%
PWA
160
Physician Wealth Advisors
Utah
$3.42K -$1.36K -43 -28%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$3.33K
IA
162
IFP Advisors
Florida
$2.98K +$32 +1 +1%
Optiver Holding
163
Optiver Holding
Netherlands
$2.55K -$1.27K -40 -33%
MCM
164
MAI Capital Management
Ohio
$2.18K +$1.58K +50 +250%
KG
165
Kilter Group
New York
$1.99K +$1.74K +55 +611%
SS
166
SBI Securities
Japan
$1.93K -$63 -2 -3%
SL
167
Salomon & Ludwin
Virginia
$1.92K
PA
168
Parallel Advisors
California
$1.8K
CMA
169
Cedar Mountain Advisors
Oregon
$1.62K
UB
170
UMB Bank
Missouri
$1.46K +$317 +10 +27%
MPWT
171
MassMutual Private Wealth & Trust
Connecticut
$1.34K
BFS
172
Bare Financial Services
Pennsylvania
$1.31K
RFP
173
Root Financial Partners
California
$1.06K +$1.08K +34 New
BWA
174
Basecamp Wealth Advisors
Washington
$839 +$856 +27 New
TPWA
175
Twin Peaks Wealth Advisors
California
$715 +$729 +23 New

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.