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ServisFirst Bancshares
SFBS

Overview Fund Activity

301 hedge funds and large institutions have $3.29B invested in ServisFirst Bancshares in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+12
Holders Change %
+4.15%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
90
Reduced
114
Closed
26
Calls
$17K
Puts
$33K
Net Calls
-$16K
Net Calls Change
-$2.03M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$183M
2
Victory Capital Management
2
Victory Capital Management
Texas
$88.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$488M
4
Creative Planning
4
Creative Planning
Kansas
$20.1M
5
Jane Street
5
Jane Street
New York
$7.94M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$37.2M
2
State Street
2
State Street
Massachusetts
$205M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$59M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
276
Atlantic Edge Private Wealth Management
Florida
$2.81K – – –
WTC
277
WhitTier Trust Company
Nevada
$2.81K +$2.81K +34 New
AFG
278
Albion Financial Group
Utah
$2.73K – – –
PFBT
279
Parkside Financial Bank & Trust
Missouri
$2.64K +$2.07K +25 +357%
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$2.56K -$248 -3 -9%
BIG
281
Brooklyn Investment Group
New York
$2.4K +$2.4K +29 New
AF
282
Allworth Financial
California
$2.22K – – –
GIS
283
Grayhawk Investment Strategies
Alberta, Canada
$1.98K – – –
BFS
284
Bare Financial Services
Pennsylvania
$1.9K +$1.9K +23 New
LFG
285
Larson Financial Group
Missouri
$1.74K – – –
SC
286
Stephens Consulting
Michigan
$1.24K +$1.24K +15 New
HFS
287
Hantz Financial Services
Michigan
$1K +$1K +8 New
SIC
288
SJS Investment Consulting
Ohio
$992 – – –
DPW
289
DiNuzzo Private Wealth
Pennsylvania
$992 – – –
BIA
290
Bell Investment Advisors
California
$992 +$992 +12 New
RA
291
Rise Advisors
New York
$991 +$991 +12 New
HFS
292
Hughes Financial Services
Virginia
$971 +$971 +12 New
Amundi
293
Amundi
France
$814 +$814 +11 New
GFPC
294
Global Financial Private Client
Florida
$578 +$330 +4 +133%
IA
295
IFP Advisors
Florida
$413 -$424 – –
AWM
296
Abound Wealth Management
Tennessee
$331 – – –
AssetMark Inc
297
AssetMark Inc
California
$248 -$83 -1 -25%
PWM
298
Parkworth Wealth Management
California
$165 – – –
TFM
299
TFC Financial Management
Massachusetts
$83 – – –
TWD
300
True Wealth Design
Ohio
$83 +$83 +1 New
10 11
12
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