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SFBS

ServisFirst Bancshares

304 hedge funds and large institutions have $3.35B invested in ServisFirst Bancshares in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

4% more funds holding

Funds holding: 291304 (+13)

1.05% more ownership

Funds ownership: 73.38%74.43% (+1%)

1% less capital invested

Capital invested by funds: $3.39B → $3.35B (-$44.3M)

20% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 116

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less call options, than puts

Call options by funds: $17K | Put options by funds: $33K

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
93
Reduced
116
Closed
26
Calls
$17K
Puts
$33K
Net Calls
-$16K
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
226
Journey Strategic Wealth
New Jersey
$223K +$174 +2 +0.1%
BC
227
Bridgefront Capital
Texas
$223K +$234K +2,697 New
Corient Private Wealth
228
Corient Private Wealth
Florida
$217K +$4.52K +52 +2%
MBTD
229
Mechanics Bank - Trust Department
California
$217K -$23K -265 -9%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$213K +$869 +10 +0.4%
NAAA
231
New Age Alpha Advisors
New York
$212K -$279K -3,210 -56%
ACM
232
Advisors Capital Management
New Jersey
$205K
KBC Group
233
KBC Group
Belgium
$204K +$12.2K +140 +6%
CAU
234
Caxton Associates (UK)
$204K +$214K +2,466 New
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$194K +$26.8K +309 +15%
BAMF
236
BI Asset Management Fondsmaeglerselskab
Denmark
$171K +$180K +2,067 New
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$163K +$434 +5 +0.3%
GI
238
GAMMA Investing
California
$140K -$262K -3,012 -64%
S
239
SignatureFD
Georgia
$110K -$174 -2 -0.2%
SAM
240
Smartleaf Asset Management
Massachusetts
$92.9K -$4.78K -55 -5%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$64K +$2.78K +32 +4%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$63.1K
EAM
243
Eukles Asset Management
Ohio
$56.4K -$106K -1,215 -64%
SCM
244
Sterling Capital Management
North Carolina
$53.1K -$47.4K -546 -46%
HNB
245
Huntington National Bank
Ohio
$47.1K +$49.2K +566 +14,150%
QL
246
Quarry LP
New York
$44.9K +$16.3K +188 +53%
FHA
247
First Horizon Advisors
Tennessee
$38.6K +$174 +2 +0.4%
Lazard Asset Management
248
Lazard Asset Management
New York
$38K +$40K +461 New
National Bank of Canada
249
National Bank of Canada
Quebec, Canada
$29.8K -$3.65K -42 -10%
RTC
250
Riverview Trust Company
Washington
$26.6K

SFBS Hedge Fund Activity: Q1 2025 in Review

304 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2025, worth a combined $3.35B — down 1.3% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SFBS positions and 26 closed out — a net gain of 13 holders — while 93 added to existing stakes and 116 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $78.6M. The largest seller was Wasatch Advisors, cutting an estimated $15.8M.

  • 304 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2025, up from 291 in Q4 2024.
  • Funds reported $3.35B of ServisFirst Bancshares stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 39 funds opened new ServisFirst Bancshares positions in Q1 2025 and 26 closed out, a net change of +13 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2025 was Champlain Investment Partners, an estimated $78.6M added.
  • The largest ServisFirst Bancshares seller in Q1 2025 was Wasatch Advisors, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.