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Southside Bancshares

171 hedge funds and large institutions have $504M invested in Southside Bancshares in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $130K | Put options by funds: $38K

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

9% more funds holding

Funds holding: 157171 (+14)

0% more ownership

Funds ownership: 57.26%57.26% (+0%)

9% less capital invested

Capital invested by funds: $551M → $504M (-$47.3M)

20% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 65

Holders
171
Holders Change
+14
Holders Change %
+8.92%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
52
Reduced
65
Closed
8
Calls
$130K
Puts
$38K
Net Calls
+$92K
Net Calls Change
+$64K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
176
Arax Advisory Partners
Colorado
-$11K -345 Closed
GM
177
GeoWealth Management
Illinois
-$1.14K -36 Closed
IA
178
IFP Advisors
Florida
-$127 -4 Closed
AW
179
Avion Wealth
Texas
+$245 +8 New

SBSI Hedge Fund Activity: Q1 2025 in Review

171 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2025, worth a combined $504M — down 8.6% from $551M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 8 closed out — a net gain of 16 holders — while 52 added to existing stakes and 65 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $1.66M. The largest seller was JP Morgan Chase, cutting an estimated $3.55M.

  • 171 institutional investors held Southside Bancshares (SBSI) as of Q1 2025, up from 157 in Q4 2024.
  • Funds reported $504M of Southside Bancshares stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q1 2025 and 8 closed out, a net change of +16 holders.
  • The largest Southside Bancshares buyer in Q1 2025 was Dimensional Fund Advisors, an estimated $1.66M added.
  • The largest Southside Bancshares seller in Q1 2025 was JP Morgan Chase, an estimated $3.55M sold.

Based on aggregated 13F filings for Q1 2025.