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SFBS

ServisFirst Bancshares

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: 310323 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$534M +$9.05M +123,298 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$437M +$14.4M +196,248 +3%
State Street
3
State Street
Massachusetts
$177M +$6.08M +82,912 +3%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$113M -$26.7M -363,608 -19%
CIP
5
Champlain Investment Partners
Vermont
$113M -$82.7M -1,127,401 -42%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$84.6M -$242K -3,301 -0.3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$80.7M +$137K +1,864 +0.2%
JP Morgan Chase
8
JP Morgan Chase
New York
$77.5M +$8.62M +117,464 +12%
Principal Financial Group
9
Principal Financial Group
Iowa
$73.1M +$132K +1,797 +0.2%
WG
10
Welch Group
Alabama
$72M +$1.45M +19,727 +2%
NA
11
NewEdge Advisors
Louisiana
$66M +$67.4M +919,206 +307,427%
DAM
12
Davis Asset Management
California
$62.8M +$8.2M +111,814 +15%
Victory Capital Management
13
Victory Capital Management
Texas
$52.7M -$19.3M -262,850 -26%
Morgan Stanley
14
Morgan Stanley
New York
$48.9M +$9.66M +131,608 +24%
Norges Bank
15
Norges Bank
Norway
$47.9M +$49M +667,332 New
Northern Trust
16
Northern Trust
Illinois
$42.3M -$2.38M -32,492 -5%
First Trust Advisors
17
First Trust Advisors
Illinois
$41.1M +$3.22M +43,842 +8%
Charles Schwab
18
Charles Schwab
California
$39M +$220K +2,997 +0.6%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$38.5M +$1.61M +21,994 +4%
WA
20
Wasatch Advisors
Utah
$34.6M -$13.6M -185,926 -28%
BFA
21
Bragg Financial Advisors
North Carolina
$30.2M +$13.3K +181 +0%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$30.1M +$30.8M +419,735 New
Goldman Sachs
23
Goldman Sachs
New York
$30.1M -$204K -2,783 -0.7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$29.9M -$1.44M -19,647 -5%
Wells Fargo
25
Wells Fargo
California
$25.3M -$986K -13,443 -4%