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SFBS

ServisFirst Bancshares

323 hedge funds and large institutions have $2.88B invested in ServisFirst Bancshares in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

4% more funds holding

Funds holding: 310323 (+13)

8% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 110

0.34% more ownership

Funds ownership: 73.09%73.44% (+0.34%)

10% less capital invested

Capital invested by funds: $3.21B → $2.88B (-$334M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
3.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
119
Reduced
110
Closed
34
Calls
$359K
Puts
Net Calls
+$359K
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
301
Sunrise Financial Services
Washington
$1.79K +$1.83K +25 New
FFO
302
Fortitude Family Office
Arizona
$1.51K +$293 +4 +24%
SA
303
Scarborough Advisors
Maryland
$933
RWM
304
Rialto Wealth Management
New York
$862 +$514 +7 +140%
SS
305
SBI Securities
Japan
$861
DPW
306
DiNuzzo Private Wealth
Pennsylvania
$790 -$73 -1 -8%
IA
307
IFP Advisors
Florida
$790 +$147 +2 +22%
EP
308
Essential Partners
California
$718 +$293 +4 +67%
AWM
309
Activest Wealth Management
Florida
$646
BWA
310
Basecamp Wealth Advisors
Washington
$646 +$660 +9 New
SHIM
311
Stone House Investment Management
Pennsylvania
$574 +$587 +8 New
SIC
312
SJS Investment Consulting
Ohio
$503
AW
313
Ankerstar Wealth
Texas
$431 +$440 +6 New
BHWM
314
Bay Harbor Wealth Management
Maryland
$430 +$147 +2 +50%
GFA
315
Godfrey Financial Associates
New York
$359 +$367 +5 New
CFB
316
Cullen/Frost Bankers
Texas
$340 -$18.3K -250 -98%
HIA
317
HFM Investment Advisors
New Jersey
$216
GWM
318
Gilpin Wealth Management
Colorado
$216 +$220 +3 New
TPBG
319
Turning Point Benefit Group
Maryland
$143
DF
320
Dunhill Financial
United Kingdom
$81 +$73 +1 New
CIAM
321
Caitong International Asset Management
Hong Kong
$72 -$17.4K -237 -100%
TFM
322
TFC Financial Management
Massachusetts
$72
OC
323
Optima Capital
Oregon
$72 +$73 +1 New
CVA
324
Ceredex Value Advisors
Florida
-$13.5M -167,750 Closed
ZIM
325
Zacks Investment Management
Illinois
-$1.9M -23,600 Closed