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SFBS

ServisFirst Bancshares

304 hedge funds and large institutions have $3.35B invested in ServisFirst Bancshares in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 26

4% more funds holding

Funds holding: 291304 (+13)

1.05% more ownership

Funds ownership: 73.38%74.43% (+1%)

1% less capital invested

Capital invested by funds: $3.39B → $3.35B (-$44.3M)

20% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 116

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

48% less call options, than puts

Call options by funds: $17K | Put options by funds: $33K

Holders
304
Holders Change
+13
Holders Change %
+4.47%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
39
Increased
93
Reduced
116
Closed
26
Calls
$17K
Puts
$33K
Net Calls
-$16K
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
176
Osaic Holdings
Arizona
$544K -$137K -1,572 -19%
KeyBank National Association
177
KeyBank National Association
Ohio
$531K +$120K +1,383 +27%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$522K -$25.9K -298 -5%
FWP
179
Firethorn Wealth Partners
Georgia
$511K
AWAU
180
Alliance Wealth Advisors (Utah)
Utah
$507K -$12K -138 -2%
DTL
181
Dynamic Technology Lab
Singapore
$506K -$556K -6,404 -51%
GCM
182
Graham Capital Management
Connecticut
$504K +$91K +1,048 +21%
CA
183
Clearstead Advisors
Ohio
$501K
MA
184
Montag & Associates
Georgia
$496K
BCFS
185
Butensky & Cohen Financial Security
Florida
$480K +$505K +5,810 New
VPIM
186
Vanguard Personalized Indexing Management
California
$477K +$35.9K +413 +8%
SF
187
Summit Financial
New Jersey
$473K +$497K +5,725 New
State of Wisconsin Investment Board
188
State of Wisconsin Investment Board
Wisconsin
$444K +$46.8K +539 +11%
ECM
189
Everence Capital Management
Indiana
$440K
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$432K +$159K +1,830 +54%
IAA
191
Independent Advisor Alliance
North Carolina
$430K +$452K +5,208 New
QCG
192
Quadrant Capital Group
Ohio
$425K +$222K +2,553 +98%
AIP
193
Ameritas Investment Partners
Nebraska
$424K -$15.2K -175 -3%
WAM
194
Weiss Asset Management
Massachusetts
$399K -$7.38M -84,973 -95%
BCI
195
Brinker Capital Investments
Pennsylvania
$391K -$11.8K -136 -3%
OPS
196
Orion Portfolio Solutions
Nebraska
$391K -$11.8K -136 -3%
RA
197
RFG Advisory
Alabama
$391K -$8.43K -97 -2%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$368K
SWP
199
Sagespring Wealth Partners
Tennessee
$362K +$7.73K +89 +2%
RWS
200
Resolute Wealth Strategies
Mississippi
$351K +$608 +7 +0.2%

SFBS Hedge Fund Activity: Q1 2025 in Review

304 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q1 2025, worth a combined $3.35B — down 1.3% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new SFBS positions and 26 closed out — a net gain of 13 holders — while 93 added to existing stakes and 116 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $78.6M. The largest seller was Wasatch Advisors, cutting an estimated $15.8M.

  • 304 institutional investors held ServisFirst Bancshares (SFBS) as of Q1 2025, up from 291 in Q4 2024.
  • Funds reported $3.35B of ServisFirst Bancshares stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 39 funds opened new ServisFirst Bancshares positions in Q1 2025 and 26 closed out, a net change of +13 holders.
  • The largest ServisFirst Bancshares buyer in Q1 2025 was Champlain Investment Partners, an estimated $78.6M added.
  • The largest ServisFirst Bancshares seller in Q1 2025 was Wasatch Advisors, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.