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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
BlackRock
1
BlackRock
New York
$127M -$604K -19,684 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$57M -$77K -2,511 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.8M +$1.66M +54,218 +4%
State Street
4
State Street
Massachusetts
$36.7M -$3.34M -108,784 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$19.8M +$841K +27,428 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$17.1M +$1.59M +51,739 +10%
JP Morgan Chase
7
JP Morgan Chase
New York
$11.5M -$3.55M -115,630 -23%
UBS Group
8
UBS Group
Switzerland
$9.72M +$737K +24,021 +8%
Goldman Sachs
9
Goldman Sachs
New York
$8.98M -$973K -31,744 -9%
American Century Companies
10
American Century Companies
Missouri
$8.9M +$765K +24,934 +9%
Northern Trust
11
Northern Trust
Illinois
$8.79M -$463K -15,097 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$8.32M -$405K -13,196 -4%
Charles Schwab
13
Charles Schwab
California
$8.3M -$192K -6,277 -2%
Morgan Stanley
14
Morgan Stanley
New York
$8.22M -$644K -20,998 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.54M -$106K -3,442 -1%
Invesco
16
Invesco
Georgia
$7.19M -$1.37M -44,524 -15%
ProShare Advisors
17
ProShare Advisors
Maryland
$7.11M +$506K +16,499 +7%
TAM
18
Third Avenue Management
New York
$6.06M
Two Sigma Advisers
19
Two Sigma Advisers
New York
$4.88M +$1.26M +41,100 +32%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.54M -$1.6M -52,166 -25%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.11M +$114K +3,726 +3%
Two Sigma Investments
22
Two Sigma Investments
New York
$3.71M +$1.01M +32,835 +35%
BCM
23
Bridgeway Capital Management
Texas
$3.24M +$129K +4,198 +4%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.17M +$502K +16,359 +18%
TC
25
TownSquare Capital
Utah
$2.94M -$152K -4,944 -5%

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.