We are live on ! Find out more
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
Creative Planning
26
Creative Planning
Kansas
$18.8M -$6.72K -91 -0%
GAM
27
Gotham Asset Management
New York
$17M +$45.3M +612,798 +556%
SEI Investments
28
SEI Investments
Pennsylvania
$16.9M +$3.21M +43,449 +25%
Raymond James Financial
29
Raymond James Financial
Florida
$16.6M +$36.7K +497 +0.2%
CVA
30
Ceredex Value Advisors
Florida
$14.4M +$1.16M +15,750 +9%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.3M +$890K +12,052 +8%
UBS Group
32
UBS Group
Switzerland
$13.2M +$6.49M +87,820 +106%
WA
33
Waverly Advisors
Alabama
$12.3M +$906K +12,263 +8%
MOACM
34
Mutual of America Capital Management
New York
$11.9M +$31.7K +429 +0.3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$11.6M -$1.06M -14,382 -9%
UBS AM
36
UBS AM
Illinois
$11.3M +$3.16M +42,781 +42%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$11M +$241K +3,259 +2%
Legal & General Group
38
Legal & General Group
United Kingdom
$10.8M +$85.1K +1,153 +0.8%
N
39
Nuveen
North Carolina
$10.3M -$1.58M -21,365 -14%
Invesco
40
Invesco
Georgia
$9.37M -$1.12M -15,146 -11%
CCP
41
Clarkston Capital Partners
Michigan
$9.3M
Barclays
42
Barclays
United Kingdom
$9.1M +$2.71M +36,685 +45%
Bank of America
43
Bank of America
North Carolina
$8.92M +$2.6M +35,201 +44%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$8.33M +$6.69M +90,601 +539%
Ameriprise
45
Ameriprise
Minnesota
$7.89M -$628K -8,507 -8%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$7.77M +$902K +12,218 +14%
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.68M -$103K -1,400 -1%
LIM
48
Leavell Investment Management
Alabama
$7.38M
SA
49
Sanctuary Advisors
Indiana
$7M -$61.9K -838 -0.9%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$6.44M +$53.3K +722 +0.9%

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.