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Southside Bancshares
SBSI

175 hedge funds and large institutions have $507M invested in Southside Bancshares in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 171 → 175 (+4)

0% more capital invested

Capital invested by funds: $504M → $507M (+$2.36M)

0.32% less ownership

Funds ownership: 57.26% → 56.94% (-0.32%)

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
65
Reduced
52
Closed
25
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$18K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.85M
2
American Century Companies
American Century Companies
Missouri
+$1.29M
3
N
Nuveen
North Carolina
+$1.25M
4
Invesco
Invesco
Georgia
+$1.19M
5
Charles Schwab
Charles Schwab
California
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.4M
2
TC
TownSquare Capital
Utah
-$2.94M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.51M
4
BCM
Bridgeway Capital Management
Texas
-$1.35M
5
EF
Empowered Funds
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$8.41K +$227 +8 +3%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$8.09K +$4.42K +156 +131%
HCA
153
Harbor Capital Advisors
Illinois
$7K +$1.84K +65 +39%
US Bancorp
154
US Bancorp
Minnesota
$5.18K – – –
Bessemer Group
155
Bessemer Group
New Jersey
$5K -$1.67K -59 -26%
IA
156
IFP Advisors
Florida
$4.03K +$3.88K +137 New
Raymond James Financial
157
Raymond James Financial
Florida
$3.56K -$261K -9,216 -99%
CA
158
Clearstead Advisors
Ohio
$3.24K +$3.12K +110 New
RIL
159
Rothschild Investment LLC
Illinois
$2.8K +$2.27K +80 +533%
TPWA
160
Twin Peaks Wealth Advisors
California
$2.42K +$2.29K +81 New
SS
161
SBI Securities
Japan
$2.15K +$28 +1 +1%
QL
162
Quarry LP
New York
$1.35K – – –
EP
163
Essential Partners
California
$1.15K +$1.1K +39 New
GWM
164
Geneos Wealth Management
Colorado
$971 +$935 +33 New
GRP
165
Global Retirement Partners
California
$706 +$680 +24 New
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$618 – – –
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$530 +$510 +18 New
FFO
168
Fortitude Family Office
Arizona
$500 +$482 +17 New
AF
169
Allworth Financial
California
$471 +$453 +16 New
PWA
170
Physician Wealth Advisors
Utah
$471 +$453 +16 New
SAM
171
Smartleaf Asset Management
Massachusetts
$470 -$1.96K -69 -81%
TWD
172
True Wealth Design
Ohio
$324 -$28 -1 -8%
UB
173
UMB Bank
Missouri
$206 -$2.35K -83 -92%
AGWCA
174
Annis Gardner Whiting Capital Advisors
Florida
$148 +$142 +5 New
TC
175
TownSquare Capital
Utah
– -$2.94M -101,380 Closed
4 5 6
7
8

SBSI Hedge Fund Activity: Q2 2025 in Review

175 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2025, worth a combined $507M — up 0.47% from $504M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SBSI positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 52 trimmed.

The largest buyer was UBS Group, adding an estimated $1.85M. The largest seller was BlackRock, cutting an estimated $3.4M.

  • 175 institutional investors held Southside Bancshares (SBSI) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $507M of Southside Bancshares stock for Q2 2025, up 0.47% quarter-over-quarter.
  • 29 funds opened new Southside Bancshares positions in Q2 2025 and 25 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q2 2025 was UBS Group, an estimated $1.85M added.
  • The largest Southside Bancshares seller in Q2 2025 was BlackRock, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.