We are live on ! Find out more
SBSI icon

Southside Bancshares

181 hedge funds and large institutions have $521M invested in Southside Bancshares in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $489M → $521M (+$31.9M)

3% more funds holding

Funds holding: 176181 (+5)

0.54% less ownership

Funds ownership: 57.51%56.98% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
65
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
151
Physician Wealth Advisors
Utah
$4.65K +$4.01K +137 +856%
EP
152
Essential Partners
California
$4.53K -$7.35K -251 -63%
AF
153
Allworth Financial
California
$4.35K +$2.34K +80 +127%
HCA
154
Harbor Capital Advisors
Illinois
$4K -$59 -2 -1%
Optiver Holding
155
Optiver Holding
Netherlands
$3.71K -$2.05K -70 -36%
RIL
156
Rothschild Investment LLC
Illinois
$3.4K +$1.08K +37 +49%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$3.25K +$3.13K +107 New
IA
158
IFP Advisors
Florida
$2.89K -$2.17K -74 -44%
SS
159
SBI Securities
Japan
$1.95K +$176 +6 +10%
SL
160
Salomon & Ludwin
Virginia
$1.88K -$8.61K -294 -83%
PA
161
Parallel Advisors
California
$1.76K +$1.7K +58 New
CMA
162
Cedar Mountain Advisors
Oregon
$1.58K +$1.38K +47 +940%
CIAM
163
Caitong International Asset Management
Hong Kong
$1.58K +$1.52K +52 New
AAP
164
Arax Advisory Partners
Colorado
$1.49K -$23K -785 -94%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$1.4K +$117 +4 +10%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$1.31K +$1.26K +43 New
ACM
167
Aster Capital Management
United Arab Emirates
$1.28K +$1.23K +42 New
BFS
168
Bare Financial Services
Pennsylvania
$1.28K +$1.23K +42 New
UB
169
UMB Bank
Missouri
$1.12K +$762 +26 +236%
GRP
170
Global Retirement Partners
California
$729
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$638
TWD
172
True Wealth Design
Ohio
$608 -$791 -27 -57%
MCM
173
MAI Capital Management
Ohio
$608 +$586 +20 New
FC
174
Financial Consulate
Maryland
$456
TM
175
Torren Management
California
$395 +$381 +13 New