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SFBS

ServisFirst Bancshares

308 hedge funds and large institutions have $3.2B invested in ServisFirst Bancshares in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 104

2.07% more ownership

Funds ownership: 74.43%76.5% (+2.1%)

1% more funds holding

Funds holding: 304308 (+4)

4% less capital invested

Capital invested by funds: $3.35B → $3.2B (-$148M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
308
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
126
Reduced
104
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
276
Parkside Financial Bank & Trust
Missouri
$3.57K +$1.03K +14 +44%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$3.24K +$369 +5 +14%
SWM
278
Spire Wealth Management
Virginia
$3.1K
WB
279
Webster Bank
Connecticut
$3.02K +$2.88K +39 New
AEPWM
280
Atlantic Edge Private Wealth Management
Florida
$2.64K
AFG
281
Albion Financial Group
Utah
$2.56K
AF
282
Allworth Financial
California
$2.4K
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$2.4K
TWC
284
TD Waterhouse Canada
Ontario, Canada
$2.4K -$2.07K -28 -48%
CT
285
Clearstead Trust
Maine
$2.33K +$2.21K +30 New
CAWM
286
Capital A Wealth Management
Pennsylvania
$2.27K +$2.51K +34 New
LFG
287
Larson Financial Group
Missouri
$2.17K +$517 +7 +33%
CPG
288
Cornerstone Planning Group
New Jersey
$2.04K -$1.92K -26 -50%
SHM
289
Sagard Holdings Management
Ontario, Canada
$1.86K +$1.77K +24 New
PA
290
Parallel Advisors
California
$1.32K -$2.36K -32 -65%
FFO
291
Fortitude Family Office
Arizona
$1.32K +$1.25K +17 New
AssetMark Inc
292
AssetMark Inc
California
$1.08K +$812 +11 +367%
SA
293
Scarborough Advisors
Maryland
$1.01K +$960 +13 New
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$931
SS
295
SBI Securities
Japan
$930 -$6.65K -90 -88%
SPIA
296
Steward Partners Investment Advisory
New York
$698 -$2.58K -35 -80%
AWM
297
Activest Wealth Management
Florida
$698 +$665 +9 New
IA
298
IFP Advisors
Florida
$698 +$665 +9 New
SIC
299
SJS Investment Consulting
Ohio
$543 -$369 -5 -42%
AWM
300
Abound Wealth Management
Tennessee
$311

SFBS Hedge Fund Activity: Q2 2025 in Review

308 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2025, worth a combined $3.2B — down 4.4% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SFBS positions and 31 closed out — a net gain of 7 holders — while 126 added to existing stakes and 104 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $45.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $15.7M.

  • 308 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2025, up from 304 in Q1 2025.
  • Funds reported $3.2B of ServisFirst Bancshares stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 38 funds opened new ServisFirst Bancshares positions in Q2 2025 and 31 closed out, a net change of +7 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2025 was Gotham Asset Management, an estimated $45.3M added.
  • The largest ServisFirst Bancshares seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2025.