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Southern First Bancshares

116 hedge funds and large institutions have $289M invested in Southern First Bancshares in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

17% more capital invested

Capital invested by funds: $246M → $289M (+$42.8M)

14% more funds holding

Funds holding: 102116 (+14)

0.95% more ownership

Funds ownership: 79.08%80.03% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
40
Reduced
24
Closed
4
Calls
$44K
Puts
Net Calls
+$44K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.3M -$68.9K -1,612 -5%
Barclays
27
Barclays
United Kingdom
$1.26M -$104K -2,446 -8%
GI
28
GAMCO Investors
Connecticut
$1.13M
MCM
29
Maltese Capital Management
New York
$1.13M +$1.09M +25,500 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1M +$26.8K +627 +3%
EF
31
Empowered Funds
Pennsylvania
$997K +$104K +2,428 +12%
Charles Schwab
32
Charles Schwab
California
$996K
AQR Capital Management
33
AQR Capital Management
Connecticut
$896K +$463K +10,837 +114%
TA
34
Teton Advisors
New York
$794K
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$756K +$732K +17,128 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$730K +$16.5K +386 +2%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$720K +$9.57K +224 +1%
Marshall Wace
38
Marshall Wace
United Kingdom
$705K +$683K +15,985 New
Jane Street
39
Jane Street
New York
$687K +$261K +6,108 +65%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$666K +$645K +15,106 New
NA
41
NewEdge Advisors
Louisiana
$659K +$200K +4,673 +46%
N
42
Nuveen
North Carolina
$646K
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$641K -$703K -16,466 -53%
Two Sigma Investments
44
Two Sigma Investments
New York
$640K +$620K +14,516 New
Millennium Management
45
Millennium Management
New York
$628K +$356K +8,341 +142%
Invesco
46
Invesco
Georgia
$609K +$58.4K +1,368 +11%
SO
47
STRS Ohio
Ohio
$565K -$47K -1,100 -8%
DLP
48
De Lisle Partners
United Kingdom
$556K
UBS Group
49
UBS Group
Switzerland
$533K +$223K +5,220 +76%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$525K +$111K +2,600 +28%

SFST Hedge Fund Activity: Q3 2025 in Review

116 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q3 2025, worth a combined $289M — up 17% from $246M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SFST positions and 4 closed out — a net gain of 14 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.26M. The largest seller was Banc Funds Company, cutting an estimated $3.45M.

  • 116 institutional investors held Southern First Bancshares (SFST) as of Q3 2025, up from 102 in Q2 2025.
  • Funds reported $289M of Southern First Bancshares stock for Q3 2025, up 17% quarter-over-quarter.
  • 18 funds opened new Southern First Bancshares positions in Q3 2025 and 4 closed out, a net change of +14 holders.
  • The largest Southern First Bancshares buyer in Q3 2025 was Fourthstone LLC, an estimated $1.26M added.
  • The largest Southern First Bancshares seller in Q3 2025 was Banc Funds Company, an estimated $3.45M sold.

Based on aggregated 13F filings for Q3 2025.