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Simmons First National

274 hedge funds and large institutions have $1.87B invested in Simmons First National in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 97 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,871% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $365K

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

3% more funds holding

Funds holding: 266274 (+8)

4% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 97

0.04% more ownership

Funds ownership: 72.23%72.27% (+0.04%)

7% less capital invested

Capital invested by funds: $2.01B → $1.87B (-$145M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
101
Reduced
97
Closed
17
Calls
$10.8M
Puts
$365K
Net Calls
+$10.5M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$375M -$5.09M -234,706 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$299M -$6.18M -284,908 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$156M -$843K -38,870 -0.5%
State Street
4
State Street
Massachusetts
$132M -$12.1M -558,649 -8%
Northern Trust
5
Northern Trust
Illinois
$91.7M -$667K -30,742 -0.7%
WHG
6
Westwood Holdings Group
Texas
$71.5M +$41.2M +1,899,407 +120%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$62.9M +$1.77M +81,519 +3%
Charles Schwab
8
Charles Schwab
California
$38.7M -$180K -8,286 -0.4%
Invesco
9
Invesco
Georgia
$31.2M +$19.3M +887,603 +141%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$31M -$222K -10,239 -0.7%
Morgan Stanley
11
Morgan Stanley
New York
$28.3M -$4.42M -203,854 -13%
SB
12
Simmons Bank
Arkansas
$27.2M -$122K -5,638 -0.4%
Norges Bank
13
Norges Bank
Norway
$25.1M +$74.4K +3,428 +0.3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$25M -$393K -18,124 -1%
MIM
15
MetLife Investment Management
New Jersey
$19.9M +$19.4M +893,298 +1,180%
JP Morgan Chase
16
JP Morgan Chase
New York
$17.2M -$3.8M -174,914 -17%
RIP
17
Rhino Investment Partners
Pennsylvania
$16.8M -$1.37M -63,106 -7%
Fisher Asset Management
18
Fisher Asset Management
Washington
$16.6M +$4.05M +186,837 +30%
Goldman Sachs
19
Goldman Sachs
New York
$14.4M -$10.8M -498,906 -42%
Principal Financial Group
20
Principal Financial Group
Iowa
$14.2M +$388K +17,888 +3%
BCM
21
Bridgeway Capital Management
Texas
$13.7M +$158K +7,279 +1%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$13.4M +$11.1M +510,221 +362%
Newport Trust Company
23
Newport Trust Company
District of Columbia
$12.6M -$266K -12,248 -2%
Victory Capital Management
24
Victory Capital Management
Texas
$12.4M +$1.96M +90,500 +18%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$11.9M -$1.07M -49,334 -8%

SFNC Hedge Fund Activity: Q1 2025 in Review

274 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q1 2025, worth a combined $1.87B — down 7.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SFNC positions and 17 closed out — a net gain of 12 holders — while 101 added to existing stakes and 97 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $41.2M. The largest seller was FJ Capital Management, exiting entirely with an estimated $24.5M sold.

  • 274 institutional investors held Simmons First National (SFNC) as of Q1 2025, up from 266 in Q4 2024.
  • Funds reported $1.87B of Simmons First National stock for Q1 2025, down 7.2% quarter-over-quarter.
  • 29 funds opened new Simmons First National positions in Q1 2025 and 17 closed out, a net change of +12 holders.
  • The largest Simmons First National buyer in Q1 2025 was Westwood Holdings Group, an estimated $41.2M added.
  • The largest Simmons First National seller in Q1 2025 was FJ Capital Management, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2025.