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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
BlackRock
1
BlackRock
New York
$391M +$45.5M +2,280,739 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$315M +$35.2M +1,763,161 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M +$3.39M +169,768 +2%
State Street
4
State Street
Massachusetts
$139M +$22M +1,103,924 +18%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$129M +$135M +6,743,990 New
Northern Trust
6
Northern Trust
Illinois
$86.4M +$1.83M +91,596 +2%
WHG
7
Westwood Holdings Group
Texas
$68.1M -$3.67M -183,758 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$67.2M +$8.62M +432,042 +14%
Charles Schwab
9
Charles Schwab
California
$38.1M +$3.12M +156,546 +9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$38M +$15.5M +774,182 +64%
Invesco
11
Invesco
Georgia
$31.2M -$2.09M -104,478 -6%
Morgan Stanley
12
Morgan Stanley
New York
$31.2M +$3.84M +192,247 +13%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$28.8M -$72.4K -3,627 -0.2%
SB
14
Simmons Bank
Arkansas
$25.7M +$213K +10,692 +0.8%
RIP
15
Rhino Investment Partners
Pennsylvania
$25.5M +$2.79M +140,000 +12%
JP Morgan Chase
16
JP Morgan Chase
New York
$19.3M +$3.32M +166,211 +20%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$19M +$19.7M +988,885 New
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$15M -$2.76M -138,150 -15%
Goldman Sachs
19
Goldman Sachs
New York
$14.3M -$1.16M -57,919 -7%
AQR Capital Management
20
AQR Capital Management
Connecticut
$14.1M +$8.71M +436,184 +145%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$14M +$12.8M +640,714 +735%
BCM
22
Bridgeway Capital Management
Texas
$13.9M +$874K +43,811 +6%
Principal Financial Group
23
Principal Financial Group
Iowa
$13.4M -$605K -30,301 -4%
CSS
24
Cubist Systematic Strategies
Connecticut
$13.2M +$4.23M +211,820 +44%
ACL
25
Azora Capital LP
Florida
$13.2M +$13.7M +687,380 New

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.