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Southside Bancshares

176 hedge funds and large institutions have $489M invested in Southside Bancshares in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

1% more funds holding

Funds holding: 175176 (+1)

0.57% more ownership

Funds ownership: 56.94%57.51% (+0.57%)

4% less capital invested

Capital invested by funds: $507M → $489M (-$17.8M)

Holders
176
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
68
Reduced
58
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$116M -$4.73M -156,343 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$56.5M +$133K +4,409 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.1M +$158K +5,237 +0.4%
State Street
4
State Street
Massachusetts
$36.8M +$1.08M +35,595 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$19.5M -$15.2K -503 -0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$14.3M -$2.05M -67,700 -12%
UBS Group
7
UBS Group
Switzerland
$10.9M -$405K -13,383 -3%
Charles Schwab
8
Charles Schwab
California
$10.4M +$1.23M +40,523 +12%
American Century Companies
9
American Century Companies
Missouri
$9.99M +$27.4K +905 +0.3%
Northern Trust
10
Northern Trust
Illinois
$9.24M -$147K -4,857 -1%
Goldman Sachs
11
Goldman Sachs
New York
$8.9M +$637K +21,055 +7%
JP Morgan Chase
12
JP Morgan Chase
New York
$8.55M -$150K -4,943 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.94M -$313K -10,361 -4%
Invesco
14
Invesco
Georgia
$7.75M -$477K -15,757 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.61M -$253K -8,366 -3%
Morgan Stanley
16
Morgan Stanley
New York
$7.13M -$243K -8,041 -3%
Millennium Management
17
Millennium Management
New York
$7.1M +$6.05M +199,930 +388%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$6.54M +$1.36M +45,100 +24%
TAM
19
Third Avenue Management
New York
$5.83M
ProShare Advisors
20
ProShare Advisors
Maryland
$5.82M -$361K -11,936 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$4.31M +$558K +18,462 +14%
AQR Capital Management
22
AQR Capital Management
Connecticut
$4.02M +$814K +26,922 +23%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$3.91M -$137K -4,528 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.86M -$129K -4,277 -3%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.12M +$404K +13,340 +14%

SBSI Hedge Fund Activity: Q3 2025 in Review

176 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2025, worth a combined $489M — down 3.5% from $507M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 23 closed out — a net gain of 1 holder — while 68 added to existing stakes and 58 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.05M. The largest seller was BlackRock, cutting an estimated $4.73M.

  • 176 institutional investors held Southside Bancshares (SBSI) as of Q3 2025, up from 175 in Q2 2025.
  • Funds reported $489M of Southside Bancshares stock for Q3 2025, down 3.5% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q3 2025 and 23 closed out, a net change of +1 holder.
  • The largest Southside Bancshares buyer in Q3 2025 was Millennium Management, an estimated $6.05M added.
  • The largest Southside Bancshares seller in Q3 2025 was BlackRock, an estimated $4.73M sold.

Based on aggregated 13F filings for Q3 2025.