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SFBS

ServisFirst Bancshares
SFBS

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: 310 → 323 (+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: 2 → 1 (-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

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$67.4M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$30.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$14.4M
4
Millennium Management
Millennium Management
New York
+$13.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.8M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$82.7M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$26.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$19.3M
4
WA
Wasatch Advisors
Utah
-$13.6M
5
CVA
Ceredex Value Advisors
Florida
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$817K +$106K +1,441 +14%
KAS
152
Kestra Advisory Services
Texas
$817K -$69.5K -947 -8%
KK
153
KLP Kapitalforvaltning
Norway
$790K – – –
P
154
&Partners
Tennessee
$786K -$258K -3,522 -24%
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$763K +$433K +5,899 +125%
EWA
156
EverSource Wealth Advisors
Alabama
$738K -$1.59M -21,622 -68%
GCP
157
GSA Capital Partners
United Kingdom
$736K +$205K +2,793 +37%
OL
158
Odyssean LLC
Connecticut
$728K +$745K +10,147 New
ProShare Advisors
159
ProShare Advisors
Maryland
$719K +$23.4K +319 +3%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$718K +$734K +10,000 New
EAM
161
Everstar Asset Management
North Carolina
$713K +$734 +10 +0.1%
AF
162
Aviso Financial
Ontario, Canada
$689K +$165K +2,243 +31%
VOYA Investment Management
163
VOYA Investment Management
Georgia
$666K -$1.98K -27 -0.3%
SA
164
Sanctuary Advisors
Indiana
$662K +$28.6K +390 +4%
ACP
165
Arcus Capital Partners
Georgia
$656K +$3.3K +45 +0.5%
ACA
166
Aptus Capital Advisors
Alabama
$648K +$807 +11 +0.1%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$646K -$412K -5,619 -38%
LIA
168
Luken Investment Analytics
Tennessee
$635K -$25.7K -350 -4%
SFG
169
Sunburst Financial Group
Alabama
$635K – – –
IA
170
Inspire Advisors
Idaho
$619K -$14.7K -200 -2%
FTWA
171
Fifth Third Wealth Advisors
Ohio
$611K +$2.35K +32 +0.4%
BWS
172
BCR Wealth Strategies
Alabama
$610K +$624K +8,500 New
I
173
InceptionR
California
$608K +$205K +2,790 +49%
Pictet Asset Management
174
Pictet Asset Management
Switzerland
$605K +$52.1K +710 +9%
ET
175
Entropy Technologies
New York
$603K +$170K +2,316 +38%
5 6
7
8 9

SFBS Hedge Fund Activity: Q4 2025 in Review

323 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q4 2025, worth a combined $2.88B — down 10% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SFBS positions and 34 closed out — a net gain of 18 holders — while 119 added to existing stakes and 110 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $67.4M. The largest seller was Champlain Investment Partners, cutting an estimated $82.7M.

  • 323 institutional investors held ServisFirst Bancshares (SFBS) as of Q4 2025, up from 310 in Q3 2025.
  • Funds reported $2.88B of ServisFirst Bancshares stock for Q4 2025, down 10% quarter-over-quarter.
  • 52 funds opened new ServisFirst Bancshares positions in Q4 2025 and 34 closed out, a net change of +18 holders.
  • The largest ServisFirst Bancshares buyer in Q4 2025 was NewEdge Advisors, an estimated $67.4M added.
  • The largest ServisFirst Bancshares seller in Q4 2025 was Champlain Investment Partners, an estimated $82.7M sold.

Based on aggregated 13F filings for Q4 2025.