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Simmons First National

302 hedge funds and large institutions have $2.15B invested in Simmons First National in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

853% more call options, than puts

Call options by funds: $181K | Put options by funds: $19K

27% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 102

0.66% more ownership

Funds ownership: 78.25%78.91% (+0.66%)

1% less capital invested

Capital invested by funds: $2.17B → $2.15B (-$17.8M)

7% less funds holding

Funds holding: 325302 (-23)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 52

Holders
302
Holders Change
-23
Holders Change %
-7.08%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
130
Reduced
102
Closed
52
Calls
$181K
Puts
$19K
Net Calls
+$162K
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$390M +$5.89M +318,034 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$310M +$962K +51,914 +0.3%
State Street
3
State Street
Massachusetts
$144M +$7.22M +389,634 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M -$5M -270,063 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$128M +$1.31M +70,486 +1%
Northern Trust
6
Northern Trust
Illinois
$82.6M -$2.34M -126,300 -3%
WHG
7
Westwood Holdings Group
Texas
$69.4M +$2.34M +126,418 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$67.1M +$1M +53,994 +2%
Charles Schwab
9
Charles Schwab
California
$37.8M +$339K +18,300 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$31.2M +$502K +27,078 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$30.2M -$7.01M -378,618 -19%
JP Morgan Chase
12
JP Morgan Chase
New York
$30.1M +$10.9M +587,082 +58%
Goldman Sachs
13
Goldman Sachs
New York
$27.7M +$13.4M +725,489 +97%
SB
14
Simmons Bank
Arkansas
$26.7M +$1.46M +78,999 +6%
Invesco
15
Invesco
Georgia
$26.5M -$4.07M -219,539 -13%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$25.8M -$2.48M -134,079 -9%
RIP
17
Rhino Investment Partners
Pennsylvania
$25.8M +$723K +39,000 +3%
BCM
18
Basswood Capital Management
New York
$21.5M +$16.2M +874,513 +326%
Millennium Management
19
Millennium Management
New York
$20.8M +$7.71M +416,205 +61%
Two Sigma Investments
20
Two Sigma Investments
New York
$19.1M +$11.4M +618,019 +157%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$17M -$1.6M -86,216 -9%
AQR Capital Management
22
AQR Capital Management
Connecticut
$16.1M +$2.21M +119,228 +16%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$15M +$10.9M +590,336 +286%
BCM
24
Bridgeway Capital Management
Texas
$14.5M +$848K +45,789 +6%
Principal Financial Group
25
Principal Financial Group
Iowa
$13M -$163K -8,823 -1%

SFNC Hedge Fund Activity: Q4 2025 in Review

302 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Simmons First National (SFNC) for Q4 2025, worth a combined $2.15B — down 0.82% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of SFNC and 34 opened new positions — a net loss of 18 holders — while 102 trimmed existing stakes and 130 added.

The largest buyer was Basswood Capital Management, adding an estimated $16.2M. The largest seller was Azora Capital LP, exiting entirely with an estimated $13.2M sold.

  • 302 institutional investors held Simmons First National (SFNC) as of Q4 2025, down from 325 in Q3 2025.
  • Funds reported $2.15B of Simmons First National stock for Q4 2025, down 0.82% quarter-over-quarter.
  • 34 funds opened new Simmons First National positions in Q4 2025 and 52 closed out, a net change of -18 holders.
  • The largest Simmons First National buyer in Q4 2025 was Basswood Capital Management, an estimated $16.2M added.
  • The largest Simmons First National seller in Q4 2025 was Azora Capital LP, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2025.