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SFBS

ServisFirst Bancshares

310 hedge funds and large institutions have $3.21B invested in ServisFirst Bancshares in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 103 increasing their positions, 115 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 26

1% more funds holding

Funds holding: 308310 (+2)

0% more capital invested

Capital invested by funds: $3.2B → $3.21B (+$14.5M)

3.4% less ownership

Funds ownership: 76.5%73.09% (-3.4%)

10% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 115

Holders
310
Holders Change
+2
Holders Change %
+0.65%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
103
Reduced
115
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$589M -$24.6M -297,405 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$474M -$5.15M -62,112 -1%
CIP
3
Champlain Investment Partners
Vermont
$217M +$10.7M +129,732 +5%
State Street
4
State Street
Massachusetts
$192M -$1.27M -15,330 -0.6%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$156M -$16.7M -201,150 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$95.2M +$325K +3,920 +0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$90.3M -$38.2K -461 -0%
Principal Financial Group
8
Principal Financial Group
Iowa
$81.9M -$3.4M -41,001 -4%
Victory Capital Management
9
Victory Capital Management
Texas
$80.2M -$5.52M -66,671 -6%
WG
10
Welch Group
Alabama
$79.2M +$797K +9,618 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$77.5M +$16.5M +199,772 +26%
SIG
12
Stonegate Investment Group
Alabama
$74.1M -$1.49M -17,968 -2%
DAM
13
Davis Asset Management
California
$61.5M
WA
14
Wasatch Advisors
Utah
$53.8M +$13.3M +160,465 +32%
Northern Trust
15
Northern Trust
Illinois
$50.1M -$456K -5,500 -0.9%
Morgan Stanley
16
Morgan Stanley
New York
$44.2M -$7.74M -93,418 -15%
Charles Schwab
17
Charles Schwab
California
$43.5M +$497K +6,005 +1%
First Trust Advisors
18
First Trust Advisors
Illinois
$42.5M +$16.7M +201,309 +62%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$41.4M +$4.06M +48,993 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$35.1M -$738K -8,910 -2%
Goldman Sachs
21
Goldman Sachs
New York
$34M +$8.63M +104,118 +33%
BFA
22
Bragg Financial Advisors
North Carolina
$33.8M +$48K +580 +0.1%
Wells Fargo
23
Wells Fargo
California
$29.5M -$7.2M -86,866 -19%
JFL
24
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.4M -$254K -3,067 -1%
Creative Planning
25
Creative Planning
Kansas
$19.8M +$222K +2,682 +1%

SFBS Hedge Fund Activity: Q3 2025 in Review

310 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ServisFirst Bancshares (SFBS) for Q3 2025, worth a combined $3.21B — up 0.45% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFBS positions and 26 closed out — a net gain of 6 holders — while 103 added to existing stakes and 115 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $16.7M. The largest seller was BlackRock, cutting an estimated $24.6M.

  • 310 institutional investors held ServisFirst Bancshares (SFBS) as of Q3 2025, up from 308 in Q2 2025.
  • Funds reported $3.21B of ServisFirst Bancshares stock for Q3 2025, up 0.45% quarter-over-quarter.
  • 32 funds opened new ServisFirst Bancshares positions in Q3 2025 and 26 closed out, a net change of +6 holders.
  • The largest ServisFirst Bancshares buyer in Q3 2025 was First Trust Advisors, an estimated $16.7M added.
  • The largest ServisFirst Bancshares seller in Q3 2025 was BlackRock, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2025.