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Southside Bancshares

176 hedge funds and large institutions have $489M invested in Southside Bancshares in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% more funds holding

Funds holding: 175176 (+1)

0.57% more ownership

Funds ownership: 56.94%57.51% (+0.57%)

4% less capital invested

Capital invested by funds: $507M → $489M (-$17.8M)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
68
Reduced
58
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
151
Creative Financial Designs
Indiana
$8.17K +$91 +3 +1%
Optiver Holding
152
Optiver Holding
Netherlands
$5.42K +$5.81K +192 New
Bessemer Group
153
Bessemer Group
New Jersey
$5K
US Bancorp
154
US Bancorp
Minnesota
$4.97K
IA
155
IFP Advisors
Florida
$4.77K +$968 +32 +23%
HCA
156
Harbor Capital Advisors
Illinois
$4K -$2.6K -86 -37%
QL
157
Quarry LP
New York
$3.73K +$2.6K +86 +187%
CA
158
Clearstead Advisors
Ohio
$3.45K +$363 +12 +11%
RIL
159
Rothschild Investment LLC
Illinois
$2.12K -$605 -20 -21%
LFG
160
Larson Financial Group
Missouri
$2.09K +$2.24K +74 New
SAM
161
Smartleaf Asset Management
Massachusetts
$2.01K +$1.66K +55 +344%
AF
162
Allworth Financial
California
$1.78K +$1.42K +47 +294%
SS
163
SBI Securities
Japan
$1.64K -$454 -15 -21%
QCG
164
Quadrant Capital Group
Ohio
$1.61K +$1.72K +57 New
TWD
165
True Wealth Design
Ohio
$1.33K +$1.09K +36 +327%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$1.19K +$726 +24 +133%
GRP
167
Global Retirement Partners
California
$678
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$593
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$482 +$514 +17 New
PWA
170
Physician Wealth Advisors
Utah
$452
ASN
171
Advisory Services Network
Georgia
$424 +$454 +15 New
FC
172
Financial Consulate
Maryland
$424 +$454 +15 New
UB
173
UMB Bank
Missouri
$311 +$121 +4 +57%
CMA
174
Cedar Mountain Advisors
Oregon
$141 +$151 +5 New
NIG
175
NFJ Investment Group
Texas
-$1.72M -58,375 Closed

SBSI Hedge Fund Activity: Q3 2025 in Review

176 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2025, worth a combined $489M — down 3.5% from $507M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 23 closed out — a net gain of 1 holder — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.05M. The largest seller was BlackRock, cutting an estimated $4.73M.

  • 176 institutional investors held Southside Bancshares (SBSI) as of Q3 2025, up from 175 in Q2 2025.
  • Funds reported $489M of Southside Bancshares stock for Q3 2025, down 3.5% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q3 2025 and 23 closed out, a net change of +1 holder.
  • The largest Southside Bancshares buyer in Q3 2025 was Millennium Management, an estimated $6.05M added.
  • The largest Southside Bancshares seller in Q3 2025 was BlackRock, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2025.