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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
FCM
1
FJ Capital Management
Virginia
$26.6M
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$26.4M +$208K +5,931 +0.7%
BlackRock
3
BlackRock
New York
$25M -$399K -11,383 -1%
ECA
4
Endeavour Capital Advisors
Connecticut
$19.4M +$302K +8,608 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.9M -$18.9K -539 -0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.9M +$351K +10,025 +3%
BFC
7
Banc Funds Company
Illinois
$9.87M -$670K -19,115 -6%
Ameriprise
8
Ameriprise
Minnesota
$9.21M +$48.1K +1,372 +0.5%
RIP
9
Rhino Investment Partners
Pennsylvania
$6.92M -$704K -20,100 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.82M +$188K +5,372 +3%
State Street
11
State Street
Massachusetts
$5.31M -$81.7K -2,330 -1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$4.59M +$344K +9,821 +8%
American Century Companies
13
American Century Companies
Missouri
$3.34M +$137K +3,902 +4%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.27M -$151K -4,300 -4%
Northern Trust
15
Northern Trust
Illinois
$2.59M -$25.9K -739 -0.9%
Goldman Sachs
16
Goldman Sachs
New York
$2.19M +$108K +3,074 +5%
FL
17
Fourthstone LLC
Missouri
$2.18M +$2.32M +66,181 New
Russell Investments Group
18
Russell Investments Group
United Kingdom
$1.94M -$167K -4,765 -7%
SWM
19
SeaCrest Wealth Management
New York
$1.9M -$39.8K -1,135 -2%
Morgan Stanley
20
Morgan Stanley
New York
$1.75M -$53.6K -1,530 -3%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.71M -$41.8K -1,193 -2%
BCM
22
Bridgeway Capital Management
Texas
$1.6M -$167K -4,768 -9%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.43M -$46.9K -1,337 -3%
KOC
24
Koss-Olinger Consulting
Florida
$1.4M
GF
25
Gabelli Funds
New York
$1.21M +$126K +3,609 +11%

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.