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SFBS

ServisFirst Bancshares

308 hedge funds and large institutions have $3.2B invested in ServisFirst Bancshares in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 104

2.07% more ownership

Funds ownership: 74.43%76.5% (+2.1%)

1% more funds holding

Funds holding: 304308 (+4)

4% less capital invested

Capital invested by funds: $3.35B → $3.2B (-$148M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
308
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
126
Reduced
104
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$229K +$27K +365 +14%
AWA
227
Arete Wealth Advisors
Illinois
$225K
N
228
Numerai
California
$222K +$212K +2,870 New
JSW
229
Journey Strategic Wealth
New Jersey
$211K +$2.07K +28 +1%
SF
230
Summit Financial
New Jersey
$211K -$222K -3,000 -52%
Universal-Beteiligungs- und Servicegesellschaft
231
Universal-Beteiligungs- und Servicegesellschaft
Germany
$209K +$199K +2,691 New
CC
232
Centiva Capital
New York
$203K -$62.7K -849 -24%
MBTD
233
Mechanics Bank - Trust Department
California
$203K
Corient Private Wealth
234
Corient Private Wealth
Florida
$201K -$2.36K -32 -1%
CI Investments Inc
235
CI Investments Inc
Ontario, Canada
$176K -$5.46K -74 -3%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$162K +$9.23K +125 +6%
KBC Group
237
KBC Group
Belgium
$127K -$61.5K -833 -34%
S
238
SignatureFD
Georgia
$99.3K -$3.54K -48 -4%
DB
239
Danske Bank
Denmark
$99K -$3.57M -48,366 -97%
ETC
240
Exchange Traded Concepts
Oklahoma
$98.3K +$93.6K +1,268 New
GI
241
GAMMA Investing
California
$87.4K -$42.2K -572 -34%
SAM
242
Smartleaf Asset Management
Massachusetts
$81K -$8.05K -109 -10%
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$62.9K +$3.54K +48 +6%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$59K -$1.03K -14 -2%
EAM
245
Eukles Asset Management
Ohio
$52.9K
Lazard Asset Management
246
Lazard Asset Management
New York
$44K +$8.12K +110 +24%
C
247
Covestor
United Kingdom
$44K +$25.5K +345 +153%
FHA
248
First Horizon Advisors
Tennessee
$34.6K -$1.55K -21 -4%
BNP Paribas Asset Management
249
BNP Paribas Asset Management
France
$34K +$32K +434 New
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$31.8K +$3.62K +49 +14%

SFBS Hedge Fund Activity: Q2 2025 in Review

308 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2025, worth a combined $3.2B — down 4.4% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SFBS positions and 31 closed out — a net gain of 7 holders — while 126 added to existing stakes and 104 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $45.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $15.7M.

  • 308 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2025, up from 304 in Q1 2025.
  • Funds reported $3.2B of ServisFirst Bancshares stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 38 funds opened new ServisFirst Bancshares positions in Q2 2025 and 31 closed out, a net change of +7 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2025 was Gotham Asset Management, an estimated $45.3M added.
  • The largest ServisFirst Bancshares seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2025.