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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
EH
176
Equitable Holdings
New York
$601K -$14.7K -200 -2%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$586K +$26.3K +359 +5%
AI
178
Atria Investments
North Carolina
$572K -$63.4K -864 -10%
EC
179
EntryPoint Capital
New York
$566K +$349K +4,753 +152%
EGM
180
Engineers Gate Manager
New York
$548K +$560K +7,632 New
MSRPS
181
Maryland State Retirement & Pension System
Maryland
$531K +$12.5K +170 +2%
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$523K -$164K -2,235 -23%
VPIM
183
Vanguard Personalized Indexing Management
California
$486K -$59.2K -807 -11%
GWM
184
Gibbs Wealth Management
Georgia
$480K -$159K -2,161 -25%
CFO
185
Callan Family Office
Pennsylvania
$467K +$280K +3,818 +142%
II
186
Inspire Investing
Idaho
$466K +$63.5K +865 +15%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$457K +$133K +1,809 +40%
FWP
188
Firethorn Wealth Partners
Georgia
$445K +$514 +7 +0.1%
Corient Private Wealth
189
Corient Private Wealth
Florida
$441K +$227K +3,100 +102%
CA
190
Clearstead Advisors
Ohio
$436K -$5.06K -69 -1%
MA
191
Montag & Associates
Georgia
$431K – – –
PA
192
Profund Advisors
Maryland
$418K +$157K +2,133 +58%
BCI
193
Brinker Capital Investments
Pennsylvania
$397K +$35.7K +486 +10%
AA
194
ALPS Advisors
Colorado
$395K +$3.38K +46 +0.8%
MW
195
Marble Wealth
Alabama
$392K +$400K +5,456 New
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$387K +$807 +11 +0.2%
ECM
197
Everence Capital Management
Indiana
$383K – – –
IAA
198
Independent Advisor Alliance
North Carolina
$381K -$1.17K -16 -0.3%
SSA
199
Schonfeld Strategic Advisors
New York
$379K +$24.1K +329 +7%
Lido Advisors
200
Lido Advisors
California
$374K +$13.1K +179 +4%
6 7
8
9 10

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.