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Simmons First National

325 hedge funds and large institutions have $2.17B invested in Simmons First National in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 146 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,039% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $88K

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

92% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 76

22% more capital invested

Capital invested by funds: $1.77B → $2.17B (+$397M)

12% more funds holding

Funds holding: 291325 (+34)

3.96% more ownership

Funds ownership: 74.28%78.25% (+4%)

Holders
325
Holders Change
+34
Holders Change %
+11.68%
% of All Funds
4.27%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
60
Increased
146
Reduced
76
Closed
23
Calls
$10.7M
Puts
$88K
Net Calls
+$10.6M
Net Calls Change
+$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
301
Hemington Wealth Management
Virginia
$2K +$1.06K +53 +51%
MG
302
Mather Group
Illinois
$1.94K +$2.02K +101 New
CFG
303
Clayton Financial Group
Missouri
$1.92K +$2K +100 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$1.82K -$120 -6 -6%
AGWCA
305
Annis Gardner Whiting Capital Advisors
Florida
$1.69K
RWS
306
Retirement Wealth Solutions
Wisconsin
$1.5K +$1.56K +78 New
HNB
307
Huntington National Bank
Ohio
$1.4K
SS
308
Sunbelt Securities
Texas
$1.4K +$1.46K +73 New
PA
309
Parallel Advisors
California
$1.32K
ASN
310
Advisory Services Network
Georgia
$1.15K +$1.2K +60 New
CT
311
Clearstead Trust
Maine
$882
PWMG
312
Private Wealth Management Group
New Jersey
$882
FFO
313
Fortitude Family Office
Arizona
$748
BIA
314
Bell Investment Advisors
California
$652
SWM
315
Spire Wealth Management
Virginia
$594 +$619 +31 New
DPW
316
DiNuzzo Private Wealth
Pennsylvania
$520
FC
317
Financial Consulate
Maryland
$422 +$439 +22 New
GRP
318
Global Retirement Partners
California
$290 -$220 -11 -42%
S
319
SignatureFD
Georgia
$249 +$259 +13 New
SIC
320
SJS Investment Consulting
Ohio
$231
TFA
321
Transamerica Financial Advisors
Florida
$194 +$200 +10 New
HIA
322
HFM Investment Advisors
New Jersey
$192
RWM
323
Rialto Wealth Management
New York
$173
BHWM
324
Bay Harbor Wealth Management
Maryland
$116 +$20 +1 +20%
Tudor Investment Corp
325
Tudor Investment Corp
Connecticut
-$3.24M -171,083 Closed

SFNC Hedge Fund Activity: Q3 2025 in Review

325 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q3 2025, worth a combined $2.17B — up 22% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SFNC positions and 23 closed out — a net gain of 37 holders — while 146 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $135M. The largest seller was MetLife Investment Management, cutting an estimated $18.1M.

  • 325 institutional investors held Simmons First National (SFNC) as of Q3 2025, up from 291 in Q2 2025.
  • Funds reported $2.17B of Simmons First National stock for Q3 2025, up 22% quarter-over-quarter.
  • 60 funds opened new Simmons First National positions in Q3 2025 and 23 closed out, a net change of +37 holders.
  • The largest Simmons First National buyer in Q3 2025 was Wellington Management Group, an estimated $135M added.
  • The largest Simmons First National seller in Q3 2025 was MetLife Investment Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2025.