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SFBS

ServisFirst Bancshares
SFBS

323 hedge funds and large institutions have $2.88B invested in ServisFirst Bancshares in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

4% more funds holding

Funds holding: 310 → 323 (+13)

8% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 110

0.34% more ownership

Funds ownership: 73.09% → 73.44% (+0.34%)

10% less capital invested

Capital invested by funds: $3.21B → $2.88B (-$334M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
119
Reduced
110
Closed
34
Calls
$359K
Puts
–
Net Calls
+$359K
Net Calls Change
+$359K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$67.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.4M
4
Millennium Management
Millennium Management
New York
+$13.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.8M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$82.7M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$26.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$19.3M
4
WA
Wasatch Advisors
Utah
-$13.6M
5
CVA
Ceredex Value Advisors
Florida
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$239K +$245K +3,336 New
Universal-Beteiligungs- und Servicegesellschaft
227
Universal-Beteiligungs- und Servicegesellschaft
Germany
$234K -$182K -2,487 -43%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$234K +$11.2K +152 +5%
Franklin Resources
229
Franklin Resources
California
$232K -$1.66M -22,628 -88%
AHL
230
Abel Hall LLC
Louisiana
$230K +$235K +3,203 New
FPW
231
Fairvoy Private Wealth
Alabama
$223K – – –
Ensign Peak Advisors
232
Ensign Peak Advisors
Utah
$222K -$569K -7,750 -71%
GCM
233
Graham Capital Management
Connecticut
$221K +$226K +3,083 New
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
$221K +$225K +3,072 New
HW
235
Hancock Whitney
Mississippi
$220K -$16K -218 -7%
LF
236
LifeSteps Financial
California
$215K – – –
VT
237
Vise Technologies
New York
$212K +$31.6K +431 +17%
FCM
238
Fieldview Capital Management
Michigan
$211K +$215K +2,935 New
TSS
239
Two Sigma Securities
New York
$209K +$213K +2,908 New
VF
240
Virtu Financial
New York
$204K +$208K +2,840 New
Focus Partners Wealth
241
Focus Partners Wealth
Massachusetts
$203K +$208K +2,833 New
JSW
242
Journey Strategic Wealth
New Jersey
$202K +$6.16K +84 +3%
SO
243
STRS Ohio
Ohio
$151K -$80.7K -1,100 -34%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$150K -$1.91K -26 -1%
ACM
245
Aquatic Capital Management
Illinois
$142K -$776K -10,573 -84%
KBC Group
246
KBC Group
Belgium
$117K – – –
PWPS
247
Pinnacle Wealth Planning Services
Ohio
$113K +$116K +1,577 New
S
248
SignatureFD
Georgia
$97.5K -$1.61K -22 -2%
SAM
249
Smartleaf Asset Management
Massachusetts
$91K +$587 +8 +0.6%
C
250
Covestor
United Kingdom
$86K +$46.2K +629 +111%
8 9
10
11 12

SFBS Hedge Fund Activity: Q4 2025 in Review

323 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2025, worth a combined $2.88B — down 10% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SFBS positions and 34 closed out — a net gain of 18 holders — while 119 added to existing stakes and 110 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $67.4M. The largest seller was Champlain Investment Partners, cutting an estimated $82.7M.

  • 323 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2025, up from 310 in Q3 2025.
  • Funds reported $2.88B of ServisFirst Bancshares stock for Q4 2025, down 10% quarter-over-quarter.
  • 52 funds opened new ServisFirst Bancshares positions in Q4 2025 and 34 closed out, a net change of +18 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2025 was NewEdge Advisors, an estimated $67.4M added.
  • The largest ServisFirst Bancshares seller in Q4 2025 was Champlain Investment Partners, an estimated $82.7M sold.

Based on aggregated 13F filings for Q4 2025.