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Southside Bancshares
SBSI

175 hedge funds and large institutions have $507M invested in Southside Bancshares in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 52

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

2% more funds holding

Funds holding: 171 → 175 (+4)

0% more capital invested

Capital invested by funds: $504M → $507M (+$2.36M)

0.32% less ownership

Funds ownership: 57.26% → 56.94% (-0.32%)

Holders
175
Holders Change
+4
Holders Change %
+2.34%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
65
Reduced
52
Closed
25
Calls
$74K
Puts
–
Net Calls
+$74K
Net Calls Change
-$18K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.85M
2
American Century Companies
American Century Companies
Missouri
+$1.29M
3
N
Nuveen
North Carolina
+$1.25M
4
Invesco
Invesco
Georgia
+$1.19M
5
Charles Schwab
Charles Schwab
California
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.4M
2
TC
TownSquare Capital
Utah
-$2.94M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.51M
4
BCM
Bridgeway Capital Management
Texas
-$1.35M
5
EF
Empowered Funds
Pennsylvania
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
176
Lazard Asset Management
New York
– -$1.16M -40,028 Closed
HF
177
HRT Financial
New York
– -$625K -21,584 Closed
DTL
178
Dynamic Technology Lab
Singapore
– -$537K -18,533 Closed
Mirae Asset Global ETFs Holdings
179
Mirae Asset Global ETFs Holdings
Hong Kong
– -$494K -17,049 Closed
Verition Fund Management
180
Verition Fund Management
Connecticut
– -$472K -16,295 Closed
CF
181
Corebridge Financial
Texas
– -$434K -14,991 Closed
Amundi
182
Amundi
France
– -$311K -11,413 Closed
SCM
183
Semanteon Capital Management
Massachusetts
– -$322K -11,116 Closed
Allianz Asset Management
184
Allianz Asset Management
Germany
– -$281K -9,700 Closed
Tudor Investment Corp
185
Tudor Investment Corp
Connecticut
– -$257K -8,868 Closed
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
– -$235K -8,124 Closed
Universal-Beteiligungs- und Servicegesellschaft
187
Universal-Beteiligungs- und Servicegesellschaft
Germany
– -$204K -7,045 Closed
SG Americas Securities
188
SG Americas Securities
New York
– -$145K -5,022 Closed
MAM
189
Meeder Asset Management
Ohio
– -$29K -1,003 Closed
CCM
190
Chilton Capital Management
Texas
– -$20K -690 Closed
CCM
191
Coldstream Capital Management
Washington
– -$7.18K -248 Closed
QCG
192
Quadrant Capital Group
Ohio
– -$1.65K -57 Closed
SW
193
SVB Wealth
Massachusetts
– -$666 -23 Closed
C
194
Covestor
United Kingdom
– -$482 -17 -74%
HH
195
HWG Holdings
Texas
– -$463 -16 Closed
PFBT
196
Parkside Financial Bank & Trust
Missouri
– -$435 -15 Closed
SC
197
Stephens Consulting
Michigan
– -$435 -15 Closed
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
– -$290 -10 Closed
LFG
199
Larson Financial Group
Missouri
– -$29 -1 Closed
4 5 6 7
8

SBSI Hedge Fund Activity: Q2 2025 in Review

175 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2025, worth a combined $507M — up 0.47% from $504M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SBSI positions and 25 closed out — a net gain of 4 holders — while 65 added to existing stakes and 52 trimmed.

The largest buyer was UBS Group, adding an estimated $1.85M. The largest seller was BlackRock, cutting an estimated $3.4M.

  • 175 institutional investors held Southside Bancshares (SBSI) as of Q2 2025, up from 171 in Q1 2025.
  • Funds reported $507M of Southside Bancshares stock for Q2 2025, up 0.47% quarter-over-quarter.
  • 29 funds opened new Southside Bancshares positions in Q2 2025 and 25 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q2 2025 was UBS Group, an estimated $1.85M added.
  • The largest Southside Bancshares seller in Q2 2025 was BlackRock, an estimated $3.4M sold.

Based on aggregated 13F filings for Q2 2025.