Southside Bancshares
SBSI
174 hedge funds and large institutions have $506M 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 26 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 52
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
2% more funds holding
Funds holding: 171 → 174 (+3)
0% more capital invested
Capital invested by funds: $504M → $506M (+$2.14M)
0.32% less ownership
Funds ownership: 57.26% → 56.94% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.85M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$1.29M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$1.25M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$1.19M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.4M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$2.94M |
| 3 |
JP Morgan Chase
New York
|
-$2.51M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.35M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$1.35M |
SBSI Hedge Fund Activity: Q2 2025 in Review
174 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2025, worth a combined $506M — up 0.42% from $504M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SBSI positions and 26 closed out — a net gain of 3 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.
- 174 institutional investors held Southside Bancshares (SBSI) as of Q2 2025, up from 171 in Q1 2025.
- Funds reported $506M of Southside Bancshares stock for Q2 2025, up 0.42% quarter-over-quarter.
- 29 funds opened new Southside Bancshares positions in Q2 2025 and 26 closed out, a net change of +3 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.