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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
HNB
301
Huntington National Bank
Ohio
$310 -$41.8K -566 -99%
BHWM
302
Bay Harbor Wealth Management
Maryland
$310 +$222 +3 +300%
RCM
303
Raleigh Capital Management
North Carolina
$244 +$222 +3 New
HIA
304
HFM Investment Advisors
New Jersey
$233 +$148 +2 +200%
RWM
305
Rialto Wealth Management
New York
$233 +$222 +3 New
PWM
306
Parkworth Wealth Management
California
$155
TFM
307
TFC Financial Management
Massachusetts
$78
TWD
308
True Wealth Design
Ohio
$78
CAM
309
Cresset Asset Management
Illinois
-$2.61M -31,551 Closed
WG
310
Watchman Group
Texas
-$2.52M -30,526 Closed
CF
311
Corebridge Financial
Texas
-$2.19M -26,479 Closed
HWM
312
HB Wealth Management
Georgia
-$1.58M -19,179 Closed
WG
313
Winton Group
United Kingdom
-$1.11M -13,497 Closed
JFG
314
Jefferies Financial Group
New York
-$962K -11,641 Closed
SI
315
Shaker Investments
Ohio
-$692K -8,372 Closed
DTL
316
Dynamic Technology Lab
Singapore
-$506K -6,126 Closed
GCM
317
Graham Capital Management
Connecticut
-$504K -6,104 Closed
WAM
318
Weiss Asset Management
Massachusetts
-$399K -4,829 Closed
ACM
319
Aster Capital Management
United Arab Emirates
-$329K -3,600 Closed
USAA
320
United Services Automobile Association
Texas
-$260K -3,167 Closed
AACP
321
Advantage Alpha Capital Partners
California
-$249K -3,021 Closed
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
-$241K -2,913 Closed
QC
323
Quadrature Capital
United Kingdom
-$229K -2,767 Closed
BC
324
Bridgefront Capital
Texas
-$223K -2,697 Closed
NAAA
325
New Age Alpha Advisors
New York
-$212K -2,566 Closed

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.