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Southside Bancshares

181 hedge funds and large institutions have $521M invested in Southside Bancshares in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $489M → $521M (+$31.9M)

3% more funds holding

Funds holding: 176181 (+5)

0.54% less ownership

Funds ownership: 57.51%56.98% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 67

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
65
Reduced
67
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M +$4.49M +153,386 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.8M +$925K +31,575 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.9M -$155K -5,274 -0.4%
State Street
4
State Street
Massachusetts
$39.8M +$226K +7,706 +0.6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$20.9M -$93.4K -3,187 -0.5%
Renaissance Technologies
6
Renaissance Technologies
New York
$14M -$1.36M -46,439 -9%
Charles Schwab
7
Charles Schwab
California
$12.3M +$1.09M +37,253 +10%
Goldman Sachs
8
Goldman Sachs
New York
$10.7M +$1.07M +36,675 +12%
American Century Companies
9
American Century Companies
Missouri
$10.6M -$147K -5,026 -1%
Northern Trust
10
Northern Trust
Illinois
$9.45M -$480K -16,383 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.1M -$79.7K -2,722 -1%
Morgan Stanley
12
Morgan Stanley
New York
$8M +$320K +10,913 +4%
Invesco
13
Invesco
Georgia
$7.9M -$427K -14,559 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.87M -$1.28M -43,649 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.7M -$812K -27,727 -10%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$7.42M +$375K +12,800 +6%
ProShare Advisors
17
ProShare Advisors
Maryland
$6.06M -$192K -6,559 -3%
UBS Group
18
UBS Group
Switzerland
$5.94M -$5.63M -192,156 -50%
Two Sigma Investments
19
Two Sigma Investments
New York
$4.99M +$344K +11,744 +8%
Millennium Management
20
Millennium Management
New York
$4.46M -$3.07M -104,633 -42%
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.31M -$10.1K -344 -0.2%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.09M -$54.1K -1,848 -1%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$4.07M -$131K -4,461 -3%
Bank of America
24
Bank of America
North Carolina
$3.59M +$667K +22,780 +24%
TAM
25
Third Avenue Management
New York
$3.55M -$2.71M -92,547 -44%