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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
2.19%
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

SBSI Hedge Fund Activity: Q4 2025 in Review

181 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2025, worth a combined $521M — up 6.5% from $489M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SBSI positions and 21 closed out — a net gain of 6 holders — while 65 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $4.49M. The largest seller was UBS Group, cutting an estimated $5.63M.

  • 181 institutional investors held Southside Bancshares (SBSI) as of Q4 2025, up from 176 in Q3 2025.
  • Funds reported $521M of Southside Bancshares stock for Q4 2025, up 6.5% quarter-over-quarter.
  • 27 funds opened new Southside Bancshares positions in Q4 2025 and 21 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q4 2025 was BlackRock, an estimated $4.49M added.
  • The largest Southside Bancshares seller in Q4 2025 was UBS Group, an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2025.