ServisFirst Bancshares
SFBS
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.
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: 304 → 308 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAM
Gotham Asset Management
New York
|
+$45.3M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$25.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$16.9M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$7.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$15.7M |
| 2 |
BlackRock
New York
|
-$15.1M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$6.18M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.93M |
| 5 |
Millennium Management
New York
|
-$5.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
326
Advisors Capital Management
Ridgewood,
New Jersey
| – | -$205K | -2,480 | Closed |
|
|
CAU
327
Caxton Associates (UK)
London,
| – | -$204K | -2,466 | Closed |
|
|
QL
328
Quarry LP
New York
| – | -$44.9K | -544 | Closed |
|
|
RTC
329
Riverview Trust Company
Vancouver,
Washington
| – | -$26.6K | -322 | Closed |
|
|
AAP
330
Arax Advisory Partners
Denver,
Colorado
| – | -$18K | -218 | Closed |
|
|
HCP
331
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$11.4K | -138 | Closed |
|
|
SW
332
SVB Wealth
Boston,
Massachusetts
| – | -$5.29K | -64 | Closed |
|
|
GWM
333
Geneos Wealth Management
Englewood,
Colorado
| – | -$3.14K | -38 | Closed |
|
|
SC
334
Stephens Consulting
Flint,
Michigan
| – | -$1.24K | -15 | Closed |
|
|
BIA
335
Bell Investment Advisors
Oakland,
California
| – | -$992 | -12 | Closed |
|
|
HFS
336
Hughes Financial Services
Herndon,
Virginia
| – | -$971 | -12 | Closed |
|
|
RA
337
Rise Advisors
Rochester,
New York
| – | -$991 | -12 | Closed |
|
338
Amundi
Paris,
France
| – | -$814 | -11 | Closed |
|
|
GFPC
339
Global Financial Private Client
Sarasota,
Florida
| – | -$578 | -7 | 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.