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SFBS

ServisFirst Bancshares

344 hedge funds and large institutions have $2.85B invested in ServisFirst Bancshares in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

54% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 95

7% more funds holding

Funds holding: 323344 (+21)

1% less capital invested

Capital invested by funds: $2.88B → $2.85B (-$27.9M)

1.7% less ownership

Funds ownership: 73.44%71.74% (-1.7%)

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
4.23%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
61
Increased
146
Reduced
95
Closed
35
Calls
$539K
Puts
Net Calls
+$539K
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
301
Caitong International Asset Management
Hong Kong
$7.5K +$8.08K +102 +10,200%
BFS
302
Bare Financial Services
Pennsylvania
$7.43K -$2.46K -31 -23%
CJ
303
Caitlin John
Michigan
$7.28K +$79 +1 +1%
Group One Trading
304
Group One Trading
Illinois
$7.28K +$7.92K +100 New
FNWA
305
Financial Network Wealth Advisors
Utah
$6.92K
AssetMark Inc
306
AssetMark Inc
California
$4.81K +$2.06K +26 +65%
WA
307
WPG Advisers
Maryland
$4.51K +$4.91K +62 New
PA
308
Parallel Advisors
California
$4.15K +$1.35K +17 +43%
RIL
309
Rothschild Investment LLC
Illinois
$4.08K +$1.27K +16 +40%
AFG
310
Albion Financial Group
Utah
$3.93K +$1.66K +21 +64%
QL
311
Quarry LP
New York
$3.86K -$2.77K -35 -40%
JFG
312
JDM Financial Group
Texas
$3.64K +$3.96K +50 New
TPCW
313
TD Private Client Wealth
New York
$3.57K +$3.88K +49 New
BIA
314
Bell Investment Advisors
California
$3.13K +$3.4K +43 New
JWA
315
JFS Wealth Advisors
Pennsylvania
$3.06K -$1.74K -22 -34%
FFO
316
Fortitude Family Office
Arizona
$2.62K +$1.19K +15 +71%
AEPWM
317
Atlantic Edge Private Wealth Management
Florida
$2.48K
BLC
318
Brown, Lisle/Cummings
Rhode Island
$2.11K +$2.3K +29 New
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$2.04K
CFO
320
CVA Family Office
Colorado
$2.04K +$2.22K +28 New
SIC
321
SJS Investment Consulting
Ohio
$1.97K +$1.58K +20 +286%
SFS
322
Sunrise Financial Services
Washington
$1.82K
EP
323
Essential Partners
California
$1.31K +$633 +8 +80%
RWM
324
Rialto Wealth Management
New York
$1.09K +$238 +3 +25%
SHIM
325
Stone House Investment Management
Pennsylvania
$1.09K +$554 +7 +88%

SFBS Hedge Fund Activity: Q1 2026 in Review

344 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2026, worth a combined $2.85B — down 0.97% from $2.88B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SFBS positions and 35 closed out — a net gain of 26 holders — while 146 added to existing stakes and 95 trimmed.

The largest buyer was Copeland Capital Management, opening a new position worth an estimated $59.7M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $113M sold.

  • 344 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2026, up from 323 in Q4 2025.
  • Funds reported $2.85B of ServisFirst Bancshares stock for Q1 2026, down 0.97% quarter-over-quarter.
  • 61 funds opened new ServisFirst Bancshares positions in Q1 2026 and 35 closed out, a net change of +26 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2026 was Copeland Capital Management, an estimated $59.7M added.
  • The largest ServisFirst Bancshares seller in Q1 2026 was Champlain Investment Partners, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2026.