We are live on ! Find out more
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
BlackRock
1
BlackRock
New York
$646M -$8.93M -102,831 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$488M +$16.3M +187,715 +3%
State Street
3
State Street
Massachusetts
$205M -$14.9M -171,669 -6%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$194M -$11.1M -128,057 -5%
CIP
5
Champlain Investment Partners
Vermont
$183M +$78.6M +904,445 +69%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$97.6M +$2.74M +31,502 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$92.9M -$2.1M -24,175 -2%
Victory Capital Management
8
Victory Capital Management
Texas
$88.6M +$18.7M +214,879 +25%
Principal Financial Group
9
Principal Financial Group
Iowa
$87.3M +$296K +3,405 +0.3%
WG
10
Welch Group
Alabama
$79.8M -$5.34M -61,439 -6%
SIG
11
Stonegate Investment Group
Alabama
$77.6M -$717K -8,249 -0.9%
DAM
12
Davis Asset Management
California
$63.1M
JP Morgan Chase
13
JP Morgan Chase
New York
$59M -$12.2M -140,952 -16%
Morgan Stanley
14
Morgan Stanley
New York
$53M -$3.77M -43,405 -6%
Northern Trust
15
Northern Trust
Illinois
$51.5M -$766K -8,824 -1%
Norges Bank
16
Norges Bank
Norway
$48.7M +$2.54M +29,222 +5%
Charles Schwab
17
Charles Schwab
California
$44.6M +$1.6M +18,415 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$37.7M -$741K -8,529 -2%
WA
19
Wasatch Advisors
Utah
$37.2M -$15.8M -182,358 -29%
BFA
20
Bragg Financial Advisors
North Carolina
$34.5M +$500K +5,753 +1%
Wells Fargo
21
Wells Fargo
California
$32.1M +$1.46M +16,770 +5%
DRZID
22
DePrince Race & Zollo Inc (DRZ)
Florida
$30.5M -$8.71M -100,271 -21%
JFL
23
Jarislowsky, Fraser Ltd
Quebec, Canada
$25M -$1.26M -14,529 -5%
Goldman Sachs
24
Goldman Sachs
New York
$24.8M -$13.8M -159,144 -35%
Creative Planning
25
Creative Planning
Kansas
$20.1M +$15.7M +180,454 +288%

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.