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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
PWM
301
Parkworth Wealth Management
California
$165
TFM
302
TFC Financial Management
Massachusetts
$83
HIA
303
HFM Investment Advisors
New Jersey
$83 +$87 +1 New
TWD
304
True Wealth Design
Ohio
$83 +$87 +1 New
BHWM
305
Bay Harbor Wealth Management
Maryland
$82 +$87 +1 New
EP
306
Edgestream Partners
New Jersey
-$6.35M -74,891 Closed
CSS
307
Cubist Systematic Strategies
Connecticut
-$5.73M -67,640 Closed
TC
308
TwinBeech Capital
New York
-$3.39M -40,015 Closed
EGM
309
Engineers Gate Manager
New York
-$1.24M -14,647 Closed
Axa
310
Axa
France
-$580K -6,848 Closed
Brown Advisory
311
Brown Advisory
Maryland
-$497K -5,865 Closed
CM
312
Crestline Management
Texas
-$356K -4,200 Closed
I
313
InceptionR
California
-$340K -4,017 Closed
OAC
314
OMERS Administration Corp
Ontario, Canada
-$297K -3,500 Closed
Cerity Partners
315
Cerity Partners
New York
-$275K -3,418 Closed
CCIA
316
Campbell & Co Investment Adviser
Maryland
-$269K -3,179 Closed
GS
317
GTS Securities
New York
-$225K -2,653 Closed
OQS
318
Occudo Quantitative Strategies
Florida
-$219K -2,589 Closed
DWM
319
Diversify Wealth Management
Utah
-$202K -2,483 Closed
ASN
320
Advisory Services Network
Georgia
-$203K -2,394 Closed
AWM
321
AE Wealth Management
Kansas
-$201K -2,374 Closed
LCM
322
Landscape Capital Management
New Jersey
-$201K -2,374 Closed
PAS
323
Point72 Asia (Singapore)
Singapore
-$165K -1,946 Closed
RS
324
R Squared
Hong Kong
-$68.6K -810 Closed
PD
325
Point72 (DIFC)
United Arab Emirates
-$58.1K -685 Closed

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.