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ServisFirst Bancshares
SFBS

Overview Fund Activity

301 hedge funds and large institutions have $3.29B invested in ServisFirst Bancshares in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 90 increasing their positions, 114 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
+12
Holders Change %
+4.15%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
41
Increased
90
Reduced
114
Closed
26
Calls
$17K
Puts
$33K
Net Calls
-$16K
Net Calls Change
-$2.03M

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$183M
2
Victory Capital Management
2
Victory Capital Management
Texas
$88.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$488M
4
Creative Planning
4
Creative Planning
Kansas
$20.1M
5
Jane Street
5
Jane Street
New York
$7.94M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$37.2M
2
State Street
2
State Street
Massachusetts
$205M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$59M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
176
Firethorn Wealth Partners
Georgia
$511K – – –
AWAU
177
Alliance Wealth Advisors (Utah)
Utah
$507K -$11.4K -138 -2%
DTL
178
Dynamic Technology Lab
Singapore
$506K -$529K -6,404 -51%
GCM
179
Graham Capital Management
Connecticut
$504K +$86.6K +1,048 +21%
CA
180
Clearstead Advisors
Ohio
$501K – – –
MA
181
Montag & Associates
Georgia
$496K – – –
BCFS
182
Butensky & Cohen Financial Security
Florida
$480K +$480K +5,810 New
VPIM
183
Vanguard Personalized Indexing Management
California
$477K +$34.1K +413 +8%
SF
184
Summit Financial
New Jersey
$473K +$473K +5,725 New
State of Wisconsin Investment Board
185
State of Wisconsin Investment Board
Wisconsin
$444K +$44.5K +539 +11%
ECM
186
Everence Capital Management
Indiana
$440K – – –
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$432K +$151K +1,830 +54%
IAA
188
Independent Advisor Alliance
North Carolina
$430K +$430K +5,208 New
QCG
189
Quadrant Capital Group
Ohio
$425K +$211K +2,553 +98%
AIP
190
Ameritas Investment Partners
Nebraska
$424K -$14.5K -175 -3%
WAM
191
Weiss Asset Management
Massachusetts
$399K -$7.02M -84,973 -95%
OPS
192
Orion Portfolio Solutions
Nebraska
$391K -$11.2K -136 -3%
BCI
193
Brinker Capital Investments
Pennsylvania
$391K -$11.2K -136 -3%
RA
194
RFG Advisory
Alabama
$391K -$8.01K -97 -2%
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$368K – – –
SWP
196
Sagespring Wealth Partners
Tennessee
$362K +$7.35K +89 +2%
RWS
197
Resolute Wealth Strategies
Mississippi
$351K +$578 +7 +0.2%
II
198
Inspire Investing
Idaho
$346K -$44.9K -544 -12%
ACM
199
Aster Capital Management
United Arab Emirates
$329K +$316K +3,453 +2,349%
PA
200
Profund Advisors
Maryland
$316K -$212K -2,572 -40%
6 7
8
9 10