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Southern First Bancshares

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: 97102 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$30.7M +$192K +5,466 +0.7%
FCM
2
FJ Capital Management
Virginia
$30.7M
BlackRock
3
BlackRock
New York
$28M -$791K -22,541 -3%
ECA
4
Endeavour Capital Advisors
Connecticut
$22.4M
Vanguard Group
5
Vanguard Group
Pennsylvania
$16M +$10.9K +312 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14.1M +$322K +9,167 +3%
BFC
7
Banc Funds Company
Illinois
$10.9M -$464K -13,216 -4%
Ameriprise
8
Ameriprise
Minnesota
$10.6M -$3.86K -110 -0%
RIP
9
Rhino Investment Partners
Pennsylvania
$7.99M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.87M +$134K +3,825 +2%
State Street
11
State Street
Massachusetts
$6.08M -$51K -1,454 -0.9%
AllianceBernstein
12
AllianceBernstein
Tennessee
$5.99M +$633K +18,045 +13%
FL
13
Fourthstone LLC
Missouri
$4.91M +$2.21M +62,993 +95%
American Century Companies
14
American Century Companies
Missouri
$3.75M -$101K -2,890 -3%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.67M -$102K -2,900 -3%
Northern Trust
16
Northern Trust
Illinois
$2.84M -$139K -3,975 -5%
Goldman Sachs
17
Goldman Sachs
New York
$2.22M -$291K -8,292 -12%
Morgan Stanley
18
Morgan Stanley
New York
$2.13M +$106K +3,033 +6%
BCM
19
Bridgeway Capital Management
Texas
$1.98M +$119K +3,383 +7%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$1.98M
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.93M -$283K -8,071 -14%
ZIM
22
Zacks Investment Management
Illinois
$1.71M +$1.58M +45,058 New
KOC
23
Koss-Olinger Consulting
Florida
$1.61M
GF
24
Gabelli Funds
New York
$1.59M +$182K +5,200 +14%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$1.37M +$65.7K +1,872 +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.