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Southern Missouri Bancorp
SMBC

147 hedge funds and large institutions have $363M invested in Southern Missouri Bancorp in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 11

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more capital invested

Capital invested by funds: $312M → $363M (+$50.3M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

9% more funds holding

Funds holding: 135 → 147 (+12)

2.13% more ownership

Funds ownership: 52.62% → 54.75% (+2.1%)

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
27
Increased
51
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFG
Clayton Financial Group
Missouri
+$15.5M
2
BlackRock
BlackRock
New York
+$6.43M
3
AG
Algert Global
California
+$5.95M
4
State Street
State Street
Massachusetts
+$3.45M
5
MCM
Maltese Capital Management
New York
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.18M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
4
EF
Empowered Funds
Pennsylvania
-$1.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$2.86M +$1.3M +23,540 +95%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.71M -$85.5K -1,544 -3%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$2.42M +$930K +16,797 +69%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.38M -$30.1M -542,778 -93%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$2.32M +$406K +7,330 +23%
Lazard Asset Management
31
Lazard Asset Management
New York
$2.25M -$179K -3,238 -8%
First Trust Advisors
32
First Trust Advisors
Illinois
$2.02M -$74.1K -1,338 -4%
Barclays
33
Barclays
United Kingdom
$1.98M +$229K +4,127 +14%
Franklin Resources
34
Franklin Resources
California
$1.96M +$446K +8,062 +32%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.96M +$532K +9,607 +41%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.76M -$622K -11,236 -27%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$1.37M -$44.3K -800 -3%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.32M -$138K -2,500 -10%
Bank of America
39
Bank of America
North Carolina
$1.29M +$236K +4,255 +24%
Victory Capital Management
40
Victory Capital Management
Texas
$1.17M -$136K -2,450 -11%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$1.15M +$1.08M +19,479 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.12M +$22.2K +400 +2%
N
43
Nuveen
North Carolina
$1.12M -$107K -1,934 -9%
KCM
44
Kennedy Capital Management
Missouri
$1.11M +$138K +2,486 +15%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$1.11M +$151K +2,734 +17%
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M +$72.5K +1,309 +8%
EIP
47
Epoch Investment Partners
New York
$1.04M -$516K -9,320 -35%
FFB
48
First Financial Bankshares
Texas
$910K – – –
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$875K +$512K +9,254 +167%
Invesco
50
Invesco
Georgia
$855K -$9.8K -177 -1%
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SMBC Hedge Fund Activity: Q4 2025 in Review

147 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q4 2025, worth a combined $363M — up 16% from $312M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SMBC positions and 11 closed out — a net gain of 16 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Clayton Financial Group, opening a new position worth an estimated $15.5M. The largest seller was Fidelity Investments, cutting an estimated $30.1M.

  • 147 institutional investors held Southern Missouri Bancorp (SMBC) as of Q4 2025, up from 135 in Q3 2025.
  • Funds reported $363M of Southern Missouri Bancorp stock for Q4 2025, up 16% quarter-over-quarter.
  • 27 funds opened new Southern Missouri Bancorp positions in Q4 2025 and 11 closed out, a net change of +16 holders.
  • The largest Southern Missouri Bancorp buyer in Q4 2025 was Clayton Financial Group, an estimated $15.5M added.
  • The largest Southern Missouri Bancorp seller in Q4 2025 was Fidelity Investments, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2025.