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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
LC
276
Lindbrook Capital
California
$3.14K
GWM
277
Geneos Wealth Management
Colorado
$3.14K +$3.3K +38 New
Jones Financial Companies
278
Jones Financial Companies
Missouri
$2.95K +$3.13K +36 New
AEPWM
279
Atlantic Edge Private Wealth Management
Florida
$2.81K
WTC
280
WhitTier Trust Company
Nevada
$2.81K +$2.95K +34 New
AFG
281
Albion Financial Group
Utah
$2.73K
PFBT
282
Parkside Financial Bank & Trust
Missouri
$2.64K +$2.17K +25 +357%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$2.56K -$261 -3 -9%
BIG
284
Brooklyn Investment Group
New York
$2.4K +$2.52K +29 New
AF
285
Allworth Financial
California
$2.22K
GIS
286
Grayhawk Investment Strategies
Alberta, Canada
$1.98K
BFS
287
Bare Financial Services
Pennsylvania
$1.9K +$2K +23 New
LFG
288
Larson Financial Group
Missouri
$1.74K
SC
289
Stephens Consulting
Michigan
$1.24K +$1.3K +15 New
HFS
290
Hantz Financial Services
Michigan
$1K +$695 +8 New
DPW
291
DiNuzzo Private Wealth
Pennsylvania
$992
SIC
292
SJS Investment Consulting
Ohio
$992
BIA
293
Bell Investment Advisors
California
$992 +$1.04K +12 New
RA
294
Rise Advisors
New York
$991 +$1.04K +12 New
HFS
295
Hughes Financial Services
Virginia
$971 +$1.04K +12 New
Amundi
296
Amundi
France
$814 +$955 +11 New
GFPC
297
Global Financial Private Client
Florida
$578 +$347 +4 +133%
IA
298
IFP Advisors
Florida
$413
AWM
299
Abound Wealth Management
Tennessee
$331
AssetMark Inc
300
AssetMark Inc
California
$248 -$87 -1 -25%

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.