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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
4.24%
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
SA
326
Scarborough Advisors
Maryland
$947
SS
327
SBI Securities
Japan
$874
DPW
328
DiNuzzo Private Wealth
Pennsylvania
$874 +$79 +1 +9%
IA
329
IFP Advisors
Florida
$874 +$79 +1 +9%
GWM
330
Gilpin Wealth Management
Colorado
$802 +$633 +8 +267%
WPA
331
Wealth Preservation Advisors
Tennessee
$728 +$792 +10 New
BWA
332
Basecamp Wealth Advisors
Washington
$655
AW
333
Ankerstar Wealth
Texas
$583 +$158 +2 +33%
KG
334
Kilter Group
New York
$583 +$633 +8 New
BHWM
335
Bay Harbor Wealth Management
Maryland
$582 +$158 +2 +33%
AGWCA
336
Annis Gardner Whiting Capital Advisors
Florida
$437 +$475 +6 New
BWL
337
Bogart Wealth LLC
Virginia
$437 +$475 +6 New
GFA
338
Godfrey Financial Associates
New York
$364
HIA
339
HFM Investment Advisors
New Jersey
$364 +$158 +2 +67%
TFA
340
Transamerica Financial Advisors
Florida
$291 +$317 +4 New
VWM
341
Vermillion Wealth Management
Minnesota
$291 +$317 +4 New
DF
342
Dunhill Financial
United Kingdom
$82
TFM
343
TFC Financial Management
Massachusetts
$73
GIA
344
GHP Investment Advisors
Colorado
$73 +$79 +1 New
CFB
345
Cullen/Frost Bankers
Texas
$2 -$396 -5 Closed
CIP
346
Champlain Investment Partners
Vermont
-$113M -1,568,859 Closed
Norges Bank
347
Norges Bank
Norway
-$47.9M -667,332 Closed
CCP
348
Clarkston Capital Partners
Michigan
-$8.61M -120,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
349
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.97M -55,274 Closed
EP
350
Edgestream Partners
New Jersey
-$3.41M -47,544 Closed