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SFBS

ServisFirst Bancshares

344 hedge funds and large institutions have $2.85B invested in ServisFirst Bancshares in 2026 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 146 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

54% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 95

7% more funds holding

Funds holding: 323344 (+21)

1% less capital invested

Capital invested by funds: $2.88B → $2.85B (-$27.9M)

1.7% less ownership

Funds ownership: 73.44%71.74% (-1.7%)

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
61
Increased
146
Reduced
95
Closed
35
Calls
$539K
Puts
Net Calls
+$539K
Net Calls Change
+$180K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
201
Callan Family Office
Pennsylvania
$551K +$84.7K +1,070 +16%
AI
202
Atria Investments
North Carolina
$550K -$33.2K -419 -5%
Connor, Clark & Lunn Investment Management (CC&L)
203
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$533K +$580K +7,321 New
MSRPS
204
Maryland State Retirement & Pension System
Maryland
$533K -$5.86K -74 -1%
II
205
Inspire Investing
Idaho
$514K +$43.8K +553 +9%
AA
206
ALPS Advisors
Colorado
$493K +$101K +1,275 +23%
MW
207
Marble Wealth
Alabama
$472K +$81.4K +1,028 +19%
FWP
208
Firethorn Wealth Partners
Georgia
$451K +$158 +2 +0%
CA
209
Clearstead Advisors
Ohio
$444K +$2.3K +29 +0.5%
FT
210
Fiduciary Trust
Massachusetts
$443K +$217K +2,744 +82%
VF
211
Virtu Financial
New York
$439K +$252K +3,182 +112%
MA
212
Montag & Associates
Georgia
$437K
Jones Financial Companies
213
Jones Financial Companies
Missouri
$429K +$466K +5,884 +16,811%
Lido Advisors
214
Lido Advisors
California
$426K +$85.9K +1,085 +23%
MFS
215
Mirabella Financial Services
United Kingdom
$424K +$461K +5,819 New
KeyBank National Association
216
KeyBank National Association
Ohio
$420K +$101K +1,272 +28%
Point72 Asset Management
217
Point72 Asset Management
Connecticut
$415K -$2.06M -26,078 -82%
IAA
218
Independent Advisor Alliance
North Carolina
$388K +$1.5K +19 +0.4%
State of Wisconsin Investment Board
219
State of Wisconsin Investment Board
Wisconsin
$369K +$401K +5,066 New
APP
220
Avantax Planning Partners
Iowa
$364K
X
221
Xponance
Pennsylvania
$356K +$62.9K +794 +19%
Bessemer Group
222
Bessemer Group
New Jersey
$350K -$956K -12,079 -72%
BCI
223
Brinker Capital Investments
Pennsylvania
$343K -$64.7K -817 -15%
FRM
224
Fox Run Management
Connecticut
$343K +$376K +4,751 New
BCFS
225
Butensky & Cohen Financial Security
Florida
$342K -$25.3K -319 -6%