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Southern First Bancshares

97 hedge funds and large institutions have $211M invested in Southern First Bancshares in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 9497 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.07% less ownership

Funds ownership: 79.4%78.33% (-1.1%)

18% less capital invested

Capital invested by funds: $258M → $211M (-$46.6M)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

96% less call options, than puts

Call options by funds: $13K | Put options by funds: $306K

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
29
Reduced
38
Closed
6
Calls
$13K
Puts
$306K
Net Calls
-$293K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$35.3K -$8.97K -256 -19%
Legal & General Group
77
Legal & General Group
United Kingdom
$23.9K
TRCT
78
Tower Research Capital (TRC)
New York
$21.2K -$12.9K -368 -36%
AIP
79
Ameritas Investment Partners
Nebraska
$20.2K
BBHC
80
Brown Brothers Harriman & Co
New York
$20K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$20K +$9.99K +285 +88%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$18.4K
BTI
83
Blue Trust Inc
Georgia
$14.4K -$8.83K -252 -37%
VCM
84
Versant Capital Management
Arizona
$9.68K +$5.92K +169 +135%
AB
85
Amalgamated Bank
New York
$9K
OP
86
ORG Partners
Indiana
$8.85K -$210 -6 -2%
AIM
87
Anchor Investment Management
South Carolina
$7.18K
GI
88
GAMMA Investing
California
$7.01K +$4.94K +141 +196%
SCM
89
Sterling Capital Management
North Carolina
$4.38K -$4K -114 -46%
PMAM
90
Picton Mahoney Asset Management
Ontario, Canada
$4K +$4.49K +128 New
EWA
91
EverSource Wealth Advisors
Alabama
$2.44K +$140 +4 +6%
CCM
92
Coldstream Capital Management
Washington
$2.34K +$2.49K +71 New
Comerica Bank
93
Comerica Bank
Texas
$2.21K
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$494
TWD
95
True Wealth Design
Ohio
$428 +$456 +13 New
SAM
96
Smartleaf Asset Management
Massachusetts
$366 -$1.37K -39 -78%
Hotchkis & Wiley Capital Management
97
Hotchkis & Wiley Capital Management
California
-$2.67M -67,184 Closed
Jacobs Levy Equity Management
98
Jacobs Levy Equity Management
New Jersey
-$626K -15,746 Closed
CIC
99
Cornercap Investment Counsel
Georgia
-$325K -8,168 Closed
PCM
100
Princeton Capital Management
New Jersey
-$239K -6,000 Closed

SFST Hedge Fund Activity: Q1 2025 in Review

97 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q1 2025, worth a combined $211M — down 18% from $258M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SFST positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 38 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $2.32M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.67M sold.

  • 97 institutional investors held Southern First Bancshares (SFST) as of Q1 2025, up from 94 in Q4 2024.
  • Funds reported $211M of Southern First Bancshares stock for Q1 2025, down 18% quarter-over-quarter.
  • 9 funds opened new Southern First Bancshares positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest Southern First Bancshares buyer in Q1 2025 was Fourthstone LLC, an estimated $2.32M added.
  • The largest Southern First Bancshares seller in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q1 2025.