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SFBS

ServisFirst Bancshares
SFBS

310 hedge funds and large institutions have $3.21B invested in ServisFirst Bancshares in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

1% more funds holding

Funds holding: 308 → 310 (+2)

0% more capital invested

Capital invested by funds: $3.2B → $3.21B (+$14.5M)

3.4% less ownership

Funds ownership: 76.5% → 73.09% (-3.4%)

10% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 115

Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
103
Reduced
115
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$16.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$16.5M
3
WA
Wasatch Advisors
Utah
+$13.3M
4
CIP
Champlain Investment Partners
Vermont
+$10.7M
5
Goldman Sachs
Goldman Sachs
New York
+$8.63M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$24.6M
2
GAM
Gotham Asset Management
New York
-$17M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$16.7M
4
Morgan Stanley
Morgan Stanley
New York
-$7.74M
5
Wells Fargo
Wells Fargo
California
-$7.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
276
Mitsubishi UFJ Asset Management
Japan
$4.99K – – –
SL
277
Salomon & Ludwin
Virginia
$4.46K +$4.56K +55 New
JWA
278
JFS Wealth Advisors
Pennsylvania
$4.11K – – –
PFBT
279
Parkside Financial Bank & Trust
Missouri
$3.71K – – –
Jones Financial Companies
280
Jones Financial Companies
Missouri
$3.39K – – –
SWM
281
Spire Wealth Management
Virginia
$3.22K – – –
ETC
282
Exchange Traded Concepts
Oklahoma
$2.98K -$102K -1,231 -97%
AEPWM
283
Atlantic Edge Private Wealth Management
Florida
$2.74K – – –
AFG
284
Albion Financial Group
Utah
$2.66K – – –
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$2.5K – – –
CT
286
Clearstead Trust
Maine
$2.42K – – –
TWC
287
TD Waterhouse Canada
Ontario, Canada
$2.42K – – –
SHM
288
Sagard Holdings Management
Ontario, Canada
$1.93K – – –
AGWCA
289
Annis Gardner Whiting Capital Advisors
Florida
$1.61K +$1.66K +20 New
FFO
290
Fortitude Family Office
Arizona
$1.37K – – –
PA
291
Parallel Advisors
California
$1.37K – – –
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$1.06K – – –
SA
293
Scarborough Advisors
Maryland
$1.05K – – –
SS
294
SBI Securities
Japan
$966 – – –
AWM
295
Activest Wealth Management
Florida
$725 – – –
IA
296
IFP Advisors
Florida
$725 – – –
SIC
297
SJS Investment Consulting
Ohio
$564 – – –
EP
298
Essential Partners
California
$483 +$497 +6 New
RWM
299
Rialto Wealth Management
New York
$403 +$166 +2 +67%
AWM
300
Abound Wealth Management
Tennessee
$323 – – –
10 11
12
13 14

SFBS Hedge Fund Activity: Q3 2025 in Review

310 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2025, worth a combined $3.21B — up 0.45% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFBS positions and 26 closed out — a net gain of 6 holders — while 103 added to existing stakes and 115 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $24.6M.

  • 310 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2025, up from 308 in Q2 2025.
  • Funds reported $3.21B of ServisFirst Bancshares stock for Q3 2025, up 0.45% quarter-over-quarter.
  • 32 funds opened new ServisFirst Bancshares positions in Q3 2025 and 26 closed out, a net change of +6 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2025 was First Trust Advisors, an estimated $16.7M added.
  • The largest ServisFirst Bancshares seller in Q3 2025 was BlackRock, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2025.