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SFBS

ServisFirst Bancshares

308 hedge funds and large institutions have $3.2B invested in ServisFirst Bancshares in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 126 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 104

2.07% more ownership

Funds ownership: 74.43%76.5% (+2.1%)

1% more funds holding

Funds holding: 304308 (+4)

4% less capital invested

Capital invested by funds: $3.35B → $3.2B (-$148M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
308
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
38
Increased
126
Reduced
104
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$590M -$15.1M -204,895 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$461M +$3.37M +45,572 +0.8%
CIP
3
Champlain Investment Partners
Vermont
$199M +$25.8M +349,177 +16%
State Street
4
State Street
Massachusetts
$186M -$5.93M -80,236 -3%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$166M -$15.7M -212,887 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$91.3M -$295K -3,993 -0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$87M -$201K -2,718 -0.2%
Victory Capital Management
8
Victory Capital Management
Texas
$82.4M -$700K -9,478 -0.9%
Principal Financial Group
9
Principal Financial Group
Iowa
$82M +$50.1K +679 +0.1%
WG
10
Welch Group
Alabama
$75.5M -$1.99K -27 -0%
SIG
11
Stonegate Investment Group
Alabama
$72.7M -$107K -1,449 -0.2%
DAM
12
Davis Asset Management
California
$59.2M
JP Morgan Chase
13
JP Morgan Chase
New York
$59.1M +$3.54M +47,926 +7%
Morgan Stanley
14
Morgan Stanley
New York
$49.8M +$64.8K +878 +0.1%
Northern Trust
15
Northern Trust
Illinois
$48.7M +$335K +4,539 +0.7%
Norges Bank
16
Norges Bank
Norway
$47.3M +$1.56M +21,128 +4%
Charles Schwab
17
Charles Schwab
California
$41.4M -$387K -5,238 -1%
WA
18
Wasatch Advisors
Utah
$39.3M +$4.18M +56,663 +13%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$36.1M +$7.1M +96,102 +26%
Wells Fargo
20
Wells Fargo
California
$35.1M +$4.72M +63,968 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$34.5M -$826K -11,191 -2%
BFA
22
Bragg Financial Advisors
North Carolina
$32.5M +$140K +1,898 +0.5%
First Trust Advisors
23
First Trust Advisors
Illinois
$25.3M +$16.9M +228,187 +232%
Goldman Sachs
24
Goldman Sachs
New York
$24.6M +$1.31M +17,795 +6%
JFL
25
Jarislowsky, Fraser Ltd
Quebec, Canada
$23.7M +$298K +4,036 +1%

SFBS Hedge Fund Activity: Q2 2025 in Review

308 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q2 2025, worth a combined $3.2B — down 4.4% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SFBS positions and 31 closed out — a net gain of 7 holders — while 126 added to existing stakes and 104 trimmed.

The largest buyer was Gotham Asset Management, adding an estimated $45.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $15.7M.

  • 308 institutional investors held ServisFirst Bancshares (SFBS) as of Q2 2025, up from 304 in Q1 2025.
  • Funds reported $3.2B of ServisFirst Bancshares stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 38 funds opened new ServisFirst Bancshares positions in Q2 2025 and 31 closed out, a net change of +7 holders.
  • The largest ServisFirst Bancshares buyer in Q2 2025 was Gotham Asset Management, an estimated $45.3M added.
  • The largest ServisFirst Bancshares seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2025.