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
HCA
151
Harbor Capital Advisors
Illinois
$5K +$5.12K +167 New
BIG
152
Brooklyn Investment Group
New York
$3.5K +$3.71K +121 New
Russell Investments Group
153
Russell Investments Group
United Kingdom
$3.45K -$7.79K -254 -68%
UB
154
UMB Bank
Missouri
$2.61K +$2.54K +83 +1,186%
SAM
155
Smartleaf Asset Management
Massachusetts
$2.46K -$19.1K -622 -88%
EWA
156
EverSource Wealth Advisors
Alabama
$2.32K +$1.84K +60 +300%
SS
157
SBI Securities
Japan
$2.08K +$153 +5 +7%
HFS
158
Hantz Financial Services
Michigan
$2K +$2.08K +68 New
QCG
159
Quadrant Capital Group
Ohio
$1.65K -$1.1K -36 -39%
QL
160
Quarry LP
New York
$1.33K -$153 -5 -10%
C
161
Covestor
United Kingdom
$1K +$215 +7 +44%
SW
162
SVB Wealth
Massachusetts
$666 +$705 +23 New
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$608
HH
164
HWG Holdings
Texas
$463 +$491 +16 New
PFBT
165
Parkside Financial Bank & Trust
Missouri
$435 +$307 +10 +200%
SC
166
Stephens Consulting
Michigan
$435 +$460 +15 New
RIL
167
Rothschild Investment LLC
Illinois
$434
TWD
168
True Wealth Design
Ohio
$348 +$368 +12 New
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$290 +$307 +10 New
LFG
170
Larson Financial Group
Missouri
$29
ECM
171
ExodusPoint Capital Management
New York
-$686K -21,594 Closed
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
-$472K -14,850 Closed
CIC
173
Cornercap Investment Counsel
Georgia
-$457K -14,404 Closed
MF
174
Magnetar Financial
Illinois
-$218K -6,849 Closed
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
-$20.1K -634 Closed

SBSI Hedge Fund Activity: Q1 2025 in Review

171 of the 7,458 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.