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Southside Bancshares
SBSI

Overview Fund Activity

173 hedge funds and large institutions have $506M invested in Southside Bancshares in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+2
Holders Change %
+1.17%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
52
Closed
25
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$18K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.92M
2
American Century Companies
American Century Companies
Missouri
+$1.34M
3
NL
Nuveen LLC
North Carolina
+$1.3M
4
Invesco
Invesco
Georgia
+$1.24M
5
Charles Schwab
Charles Schwab
California
+$1.23M

Top Sellers

1
BlackRock
BlackRock
New York
-$3.53M
2
TC
TownSquare Capital
Utah
-$2.94M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.61M
4
EF
Empowered Funds
Pennsylvania
-$1.4M
5
BCM
Bridgeway Capital Management
Texas
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$8.09K +$4.59K +156 +131%
HCA
152
Harbor Capital Advisors
Illinois
$7K +$1.96K +65 +39%
US Bancorp
153
US Bancorp
Minnesota
$5.18K – – –
Bessemer Group
154
Bessemer Group
New Jersey
$5K -$1.78K -59 -26%
IA
155
IFP Advisors
Florida
$4.03K +$4.03K +137 New
Raymond James Financial
156
Raymond James Financial
Florida
$3.56K -$271K -9,216 -99%
CA
157
Clearstead Advisors
Ohio
$3.24K +$3.24K +110 New
RIL
158
Rothschild Investment LLC
Illinois
$2.8K +$2.36K +80 +533%
TPWA
159
Twin Peaks Wealth Advisors
California
$2.42K +$2.42K +81 New
SS
160
SBI Securities
Japan
$2.15K +$29 +1 +1%
QL
161
Quarry LP
New York
$1.35K – – –
GWM
162
Geneos Wealth Management
Colorado
$971 +$971 +33 New
GRP
163
Global Retirement Partners
California
$706 +$706 +24 New
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$618 – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$530 +$530 +18 New
FFO
166
Fortitude Family Office
Arizona
$500 +$500 +17 New
AF
167
Allworth Financial
California
$471 +$471 +16 New
PWA
168
Physician Wealth Advisors
Utah
$471 +$471 +16 New
SAM
169
Smartleaf Asset Management
Massachusetts
$470 -$2.03K -69 -81%
TWD
170
True Wealth Design
Ohio
$324 -$29 -1 -8%
UB
171
UMB Bank
Missouri
$206 -$2.44K -83 -92%
AGWCA
172
Annis Gardner Whiting Capital Advisors
Florida
$148 +$148 +5 New
TC
173
TownSquare Capital
Utah
– -$2.94M -101,380 Closed
Lazard Asset Management
174
Lazard Asset Management
New York
– -$1.16M -40,028 Closed
HF
175
HRT Financial
New York
– -$625K -21,584 Closed
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