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ServisFirst Bancshares
SFBS

Overview Fund Activity

306 hedge funds and large institutions have $3.2B invested in ServisFirst Bancshares in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 125 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
39
Increased
125
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$199M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$25.3M
3
GAM
3
Gotham Asset Management
New York
$17M
4
DRZID
4
DePrince Race & Zollo Inc (DRZ)
Florida
$36.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.33M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$166M
2
BlackRock
2
BlackRock
New York
$590M
3
TC
3
TownSquare Capital
Utah
$492K
4
State Street
4
State Street
Massachusetts
$186M
5
Millennium Management
5
Millennium Management
New York
$5.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
276
Jones Financial Companies
Missouri
$3.24K +$395 +5 +14%
SWM
277
Spire Wealth Management
Virginia
$3.1K – – –
WB
278
Webster Bank
Connecticut
$3.02K +$3.02K +39 New
AEPWM
279
Atlantic Edge Private Wealth Management
Florida
$2.64K – – –
AFG
280
Albion Financial Group
Utah
$2.56K – – –
AF
281
Allworth Financial
California
$2.4K – – –
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$2.4K – – –
TWC
283
TD Waterhouse Canada
Ontario, Canada
$2.4K -$2.24K -28 -48%
CT
284
Clearstead Trust
Maine
$2.33K +$2.33K +30 New
LFG
285
Larson Financial Group
Missouri
$2.17K +$543 +7 +33%
CPG
286
Cornerstone Planning Group
New Jersey
$2.04K -$2.04K -26 -50%
SHM
287
Sagard Holdings Management
Ontario, Canada
$1.86K +$1.86K +24 New
PA
288
Parallel Advisors
California
$1.32K -$2.48K -32 -65%
FFO
289
Fortitude Family Office
Arizona
$1.32K +$1.32K +17 New
AssetMark Inc
290
AssetMark Inc
California
$1.09K +$853 +11 +367%
SA
291
Scarborough Advisors
Maryland
$1.01K +$1.01K +13 New
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$931 – – –
SS
293
SBI Securities
Japan
$930 -$6.98K -90 -88%
SPIA
294
Steward Partners Investment Advisory
New York
$698 -$2.71K -35 -80%
IA
295
IFP Advisors
Florida
$698 +$698 +9 New
AWM
296
Activest Wealth Management
Florida
$698 +$698 +9 New
SIC
297
SJS Investment Consulting
Ohio
$543 -$388 -5 -42%
AWM
298
Abound Wealth Management
Tennessee
$311 – – –
HNB
299
Huntington National Bank
Ohio
$310 -$43.9K -566 -99%
BHWM
300
Bay Harbor Wealth Management
Maryland
$310 +$233 +3 +300%
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