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Simmons First National

312 hedge funds and large institutions have $2.3B invested in Simmons First National in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 92 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 33

34% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 92

7% more capital invested

Capital invested by funds: $2.15B → $2.3B (+$151M)

3% more funds holding

Funds holding: 302312 (+10)

2.86% more ownership

Funds ownership: 78.91%81.77% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

82% less call options, than puts

Call options by funds: $35K | Put options by funds: $198K

Holders
312
Holders Change
+10
Holders Change %
+3.31%
% of All Funds
3.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
49
Increased
123
Reduced
92
Closed
33
Calls
$35K
Puts
$198K
Net Calls
-$163K
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$403M +$286K +14,341 +0.1%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$171M +$176M +8,806,896 New
State Street
3
State Street
Massachusetts
$150M +$1.34M +67,107 +0.9%
VCM
4
Vanguard Capital Management
Pennsylvania
$127M +$131M +6,546,413 New
Wellington Management Group
5
Wellington Management Group
Massachusetts
$123M -$9.34M -467,958 -7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$121M -$22.3M -1,114,796 -15%
Northern Trust
7
Northern Trust
Illinois
$85.2M +$18.7K +938 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$71.2M +$2.03M +101,675 +3%
WHG
9
Westwood Holdings Group
Texas
$68.2M -$3.41M -171,043 -5%
Two Sigma Investments
10
Two Sigma Investments
New York
$49.6M +$30.7M +1,537,910 +152%
Charles Schwab
11
Charles Schwab
California
$39.8M +$857K +42,907 +2%
FCM
12
Frontier Capital Management
Massachusetts
$34.9M +$35.8M +1,792,102 New
Morgan Stanley
13
Morgan Stanley
New York
$31.2M -$968K -48,496 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$29.9M -$1.24M -62,298 -4%
Goldman Sachs
15
Goldman Sachs
New York
$29.6M +$1.06M +53,115 +4%
BCM
16
Basswood Capital Management
New York
$28.2M +$6.16M +308,710 +27%
JP Morgan Chase
17
JP Morgan Chase
New York
$27.7M -$2.66M -133,054 -8%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$25.9M -$712K -35,646 -3%
SB
19
Simmons Bank
Arkansas
$25.8M -$1.8M -89,921 -6%
Citadel Advisors
20
Citadel Advisors
Florida
$24M +$11.4M +569,468 +86%
Invesco
21
Invesco
Georgia
$23.8M -$3.72M -186,450 -13%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$22.6M +$16.8M +842,590 +262%
UBS Group
23
UBS Group
Switzerland
$22.5M +$17.7M +886,742 +329%
AQR Capital Management
24
AQR Capital Management
Connecticut
$21.8M +$5.25M +263,149 +31%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$21.5M +$8.88M +444,683 +67%

SFNC Hedge Fund Activity: Q1 2026 in Review

312 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2026, worth a combined $2.3B — up 7% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SFNC positions and 33 closed out — a net gain of 16 holders — while 123 added to existing stakes and 92 trimmed.

The largest buyer was Frontier Capital Management, opening a new position worth an estimated $35.8M. The largest seller was Dimensional Fund Advisors, cutting an estimated $22.3M.

  • 312 institutional investors held Simmons First National (SFNC) as of Q1 2026, up from 302 in Q4 2025.
  • Funds reported $2.3B of Simmons First National stock for Q1 2026, up 7% quarter-over-quarter.
  • 49 funds opened new Simmons First National positions in Q1 2026 and 33 closed out, a net change of +16 holders.
  • The largest Simmons First National buyer in Q1 2026 was Frontier Capital Management, an estimated $35.8M added.
  • The largest Simmons First National seller in Q1 2026 was Dimensional Fund Advisors, an estimated $22.3M sold.

Based on aggregated 13F filings for Q1 2026.