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Southern First Bancshares
SFST

102 hedge funds and large institutions have $246M invested in Southern First Bancshares in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $211M → $246M (+$34.8M)

5% more funds holding

Funds holding: 97 → 102 (+5)

0.75% more ownership

Funds ownership: 78.33% → 79.08% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $205K

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
29
Reduced
31
Closed
7
Calls
–
Puts
$205K
Net Calls
-$205K
Net Calls Change
+$88K

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.21M
2
ZIM
Zacks Investment Management
Illinois
+$1.58M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$633K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$574K
5
Citadel Advisors
Citadel Advisors
Florida
+$522K

Top Sellers

Rank Fund Capital Flow
1
SWM
SeaCrest Wealth Management
New York
-$1.35M
2
BlackRock
BlackRock
New York
-$791K
3
BFC
Banc Funds Company
Illinois
-$464K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$432K
5
TI
Trexquant Investment
Connecticut
-$319K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.24M -$76.9K -2,193 -6%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.19M +$2.35K +67 +0.2%
APG
28
Abacus Planning Group
South Carolina
$1.18M – – –
Barclays
29
Barclays
United Kingdom
$1.18M +$187K +5,318 +21%
Assenagon Asset Management
30
Assenagon Asset Management
Luxembourg
$1.18M -$432K -12,322 -28%
GI
31
GAMCO Investors
Connecticut
$970K – – –
Citadel Advisors
32
Citadel Advisors
Florida
$867K +$522K +14,869 +188%
Charles Schwab
33
Charles Schwab
California
$858K +$31.5K +898 +4%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$840K +$36K +1,025 +5%
EF
35
Empowered Funds
Pennsylvania
$767K +$53.9K +1,536 +8%
SWM
36
SeaCrest Wealth Management
New York
$725K -$1.35M -38,600 -67%
TA
37
Teton Advisors
New York
$685K -$105K -3,000 -14%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$654K +$574K +16,368 New
SSWM
39
Sheets Smith Wealth Management
North Carolina
$612K +$10.2K +292 +2%
N
40
Nuveen
North Carolina
$557K -$143K -4,079 -22%
SO
41
STRS Ohio
Ohio
$529K +$10.5K +300 +2%
DLP
42
De Lisle Partners
United Kingdom
$480K – – –
Invesco
43
Invesco
Georgia
$473K -$87.5K -2,493 -17%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$460K +$1.79K +51 +0.4%
GGI
45
Godsey & Gibb Inc
Virginia
$443K – – –
FVWA
46
Foster Victor Wealth Advisors
South Carolina
$409K – – –
NA
47
NewEdge Advisors
Louisiana
$390K -$77.1K -2,198 -18%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$388K -$110K -3,145 -24%
AQR Capital Management
49
AQR Capital Management
Connecticut
$360K +$333K +9,478 New
Jane Street
50
Jane Street
New York
$360K +$9.4K +268 +3%
1
2
3 4 5

SFST Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q2 2025, worth a combined $246M — up 16% from $211M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SFST positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.21M. The largest seller was SeaCrest Wealth Management, cutting an estimated $1.35M.

  • 102 institutional investors held Southern First Bancshares (SFST) as of Q2 2025, up from 97 in Q1 2025.
  • Funds reported $246M of Southern First Bancshares stock for Q2 2025, up 16% quarter-over-quarter.
  • 12 funds opened new Southern First Bancshares positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest Southern First Bancshares buyer in Q2 2025 was Fourthstone LLC, an estimated $2.21M added.
  • The largest Southern First Bancshares seller in Q2 2025 was SeaCrest Wealth Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2025.