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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
BlackRock
1
BlackRock
New York
$126M -$3.4M -119,837 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.7M +$775K +27,338 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.5M +$89.3K +3,152 +0.2%
State Street
4
State Street
Massachusetts
$37.2M -$93.1K -3,287 -0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$20.3M +$169K +5,975 +0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$16.9M -$457K -16,139 -3%
UBS Group
7
UBS Group
Switzerland
$11.8M +$1.85M +65,200 +19%
American Century Companies
8
American Century Companies
Missouri
$10.4M +$1.29M +45,598 +15%
Northern Trust
9
Northern Trust
Illinois
$9.77M +$807K +28,492 +9%
Charles Schwab
10
Charles Schwab
California
$9.66M +$1.18M +41,650 +15%
JP Morgan Chase
11
JP Morgan Chase
New York
$9.05M -$2.51M -88,541 -22%
Goldman Sachs
12
Goldman Sachs
New York
$8.65M -$452K -15,960 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.58M +$115K +4,055 +1%
Invesco
14
Invesco
Georgia
$8.54M +$1.19M +42,057 +17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8.17M +$486K +17,148 +7%
Morgan Stanley
16
Morgan Stanley
New York
$7.67M -$657K -23,185 -8%
ProShare Advisors
17
ProShare Advisors
Maryland
$6.42M -$782K -27,608 -11%
TAM
18
Third Avenue Management
New York
$6.16M – – –
Two Sigma Advisers
19
Two Sigma Advisers
New York
$5.49M +$507K +17,900 +11%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$4.21M +$948K +33,443 +31%
Principal Financial Group
21
Principal Financial Group
Iowa
$4.15M -$29.4K -1,037 -0.7%
Two Sigma Investments
22
Two Sigma Investments
New York
$3.95M +$174K +6,137 +5%
N
23
Nuveen
North Carolina
$3.52M +$1.25M +44,071 +58%
AQR Capital Management
24
AQR Capital Management
Connecticut
$3.39M -$1.18M -41,643 -27%
Citadel Advisors
25
Citadel Advisors
Florida
$3.06M +$807K +28,490 +38%
1
2 3 4 5

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.