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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
NA
251
NewEdge Advisors
Louisiana
$24.7K
Ohio Public Employees Retirement System (OPERS)
252
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.1K +$23.2K +267 New
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$21.6K +$3.56K +41 +19%
C
254
Covestor
United Kingdom
$19K
AAP
255
Arax Advisory Partners
Colorado
$18K +$9.99K +115 +112%
UB
256
UMB Bank
Missouri
$15.8K +$5.56K +64 +50%
Optiver Holding
257
Optiver Holding
Netherlands
$13.4K +$14.1K +162 New
HCP
258
Hexagon Capital Partners
Arkansas
$11.4K +$6.08K +70 +103%
FNWA
259
Financial Network Wealth Advisors
Utah
$11.4K +$12K +138 New
HCA
260
Harbor Capital Advisors
Illinois
$11K -$869 -10 -7%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$10.7K -$261 -3 -2%
PS
262
Principal Securities
Iowa
$9.58K
WWM
263
Wolff Wiese Magana
California
$8.59K -$434 -5 -5%
SS
264
SBI Securities
Japan
$8.43K
FFA
265
Farther Finance Advisors
California
$7.47K -$10.6K -122 -57%
RIL
266
Rothschild Investment LLC
Illinois
$6.61K +$1.74K +20 +33%
SW
267
SVB Wealth
Massachusetts
$5.29K +$5.56K +64 New
Mitsubishi UFJ Asset Management
268
Mitsubishi UFJ Asset Management
Japan
$5.12K
HWM
269
Hemington Wealth Management
Virginia
$5K +$1.13K +13 +25%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$4.67K
JWA
271
JFS Wealth Advisors
Pennsylvania
$4.13K
PA
272
Parallel Advisors
California
$4.05K -$261 -3 -6%
CPG
273
Cornerstone Planning Group
New Jersey
$3.69K +$4.52K +52 New
SPIA
274
Steward Partners Investment Advisory
New York
$3.63K +$521 +6 +16%
SWM
275
Spire Wealth Management
Virginia
$3.3K

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.