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Southern First Bancshares

149 hedge funds and large institutions have $373M invested in Southern First Bancshares in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

16% more funds holding

Funds holding: 129149 (+20)

9% more capital invested

Capital invested by funds: $343M → $373M (+$29.6M)

1.75% more ownership

Funds ownership: 81.36%83.11% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
35
Closed
9
Calls
$55K
Puts
Net Calls
+$55K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
126
GAMMA Investing
California
$10.3K -$332 -6 -3%
EP
127
Essential Partners
California
$6.76K
AF
128
Allworth Financial
California
$6.76K +$3.87K +70 +130%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$5.35K
EWA
130
EverSource Wealth Advisors
Alabama
$5.29K +$276 +5 +5%
Optiver Holding
131
Optiver Holding
Netherlands
$4.36K +$442 +8 +11%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$3.65K +$3.7K +67 New
SAM
133
Smartleaf Asset Management
Massachusetts
$3.39K
PA
134
Parallel Advisors
California
$2.02K +$2.04K +37 New
AAP
135
Arax Advisory Partners
Colorado
$1.69K -$166 -3 -9%
CCM
136
Chilton Capital Management
Texas
$1.25K
RFP
137
Root Financial Partners
California
$1.09K +$1.1K +20 New
US Bancorp
138
US Bancorp
Minnesota
$982 +$995 +18 New
IA
139
IFP Advisors
Florida
$926
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$818
BWA
141
Basecamp Wealth Advisors
Washington
$763 +$774 +14 New
TM
142
Torren Management
California
$709
RIL
143
Rothschild Investment LLC
Illinois
$654 +$221 +4 +50%
IAIM
144
International Assets Investment Management
Florida
$604
TWD
145
True Wealth Design
Ohio
$600
MCM
146
MAI Capital Management
Ohio
$600 +$276 +5 +83%
FFA
147
Farther Finance Advisors
California
$495
HNB
148
Huntington National Bank
Ohio
$55
KOC
149
Koss-Olinger Consulting
Florida
-$2.18M -42,397 Closed
Citadel Advisors
150
Citadel Advisors
Florida
-$1.84M -35,739 Closed

SFST Hedge Fund Activity: Q1 2026 in Review

149 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Southern First Bancshares (SFST) for Q1 2026, worth a combined $373M — up 8.6% from $343M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFST positions and 9 closed out — a net gain of 23 holders — while 47 added to existing stakes and 35 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $6.36M. The largest seller was Fourthstone LLC, cutting an estimated $6.56M.

  • 149 institutional investors held Southern First Bancshares (SFST) as of Q1 2026, up from 129 in Q4 2025.
  • Funds reported $373M of Southern First Bancshares stock for Q1 2026, up 8.6% quarter-over-quarter.
  • 32 funds opened new Southern First Bancshares positions in Q1 2026 and 9 closed out, a net change of +23 holders.
  • The largest Southern First Bancshares buyer in Q1 2026 was Hotchkis & Wiley Capital Management, an estimated $6.36M added.
  • The largest Southern First Bancshares seller in Q1 2026 was Fourthstone LLC, an estimated $6.56M sold.

Based on aggregated 13F filings for Q1 2026.