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Southside Bancshares

184 hedge funds and large institutions have $530M invested in Southside Bancshares in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

2% more funds holding

Funds holding: 181184 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $521M → $530M (+$9.48M)

0.35% more ownership

Funds ownership: 56.98%57.32% (+0.35%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.97M

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
61
Closed
14
Calls
Puts
$9.97M
Net Calls
-$9.97M
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
KFAS
176
Keating Financial Advisory Services
Kansas
$684 +$666 +21 +2,100%
TWD
177
True Wealth Design
Ohio
$622
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$560 -$95 -3 -14%
FC
179
Financial Consulate
Maryland
$467
HI
180
Harbour Investments
Wisconsin
$249 +$254 +8 New
CIAM
181
Caitong International Asset Management
Hong Kong
$93 -$1.55K -49 -94%
SS
182
Sunbelt Securities
Texas
$93
Two Sigma Advisers
183
Two Sigma Advisers
New York
-$7.42M -244,300 Closed
OL
184
Odyssean LLC
Connecticut
-$411K -13,523 Closed
SA
185
Sanctuary Advisors
Indiana
-$326K -10,725 Closed
IA
186
Integrity Alliance
Iowa
-$322K -10,611 Closed
EC
187
EntryPoint Capital
New York
-$256K -8,435 Closed
AIM
188
Aigen Investment Management
New York
-$209K -6,864 Closed
QT
189
Quantbot Technologies
New York
-$89.1K -2,932 Closed
BBHC
190
Brown Brothers Harriman & Co
New York
-$67K -2,205 Closed
A
191
AlphaQuest
New York
-$58.2K -1,915 Closed
KAS
192
Kestra Advisory Services
Texas
-$45.4K -1,494 Closed
ACM
193
Aquatic Capital Management
Illinois
-$41.8K -1,375 Closed
MAM
194
Meeder Asset Management
Ohio
-$16.4K -539 Closed
ACM
195
Aster Capital Management
United Arab Emirates
-$1.28K -42 Closed
TM
196
Torren Management
California
-$395 -13 Closed
C
197
Covestor
United Kingdom
+$32 +1 +17%

SBSI Hedge Fund Activity: Q1 2026 in Review

184 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2026, worth a combined $530M — up 1.8% from $521M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 14 closed out — a net gain of 8 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $7.31M. The largest seller was UBS Group, cutting an estimated $3.3M.

  • 184 institutional investors held Southside Bancshares (SBSI) as of Q1 2026, up from 181 in Q4 2025.
  • Funds reported $530M of Southside Bancshares stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q1 2026 and 14 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q1 2026 was Two Sigma Investments, an estimated $7.31M added.
  • The largest Southside Bancshares seller in Q1 2026 was UBS Group, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2026.