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Southern Missouri Bancorp
SMBC

112 hedge funds and large institutions have $303M invested in Southern Missouri Bancorp in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 51.58% → 51.66% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 114 → 112 (-2)

9% less capital invested

Capital invested by funds: $334M → $303M (-$30.6M)

15% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 41

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20K

Holders
112
Holders Change
-2
Holders Change %
-1.75%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
35
Reduced
41
Closed
11
Calls
–
Puts
$20K
Net Calls
-$20K
Net Calls Change
-$20K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.21M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.36M
3
American Century Companies
American Century Companies
Missouri
+$1.23M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$958K
5
Lazard Asset Management
Lazard Asset Management
New York
+$926K

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.23M
2
EIP
Epoch Investment Partners
New York
-$1.45M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.14M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.01M
5
FCM
FJ Capital Management
Virginia
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.9M +$3.21M +56,826 +7%
BlackRock
2
BlackRock
New York
$39.9M -$557K -9,863 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.7M +$698K +12,358 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.6M +$958K +16,966 +4%
FCM
5
FJ Capital Management
Virginia
$18.3M -$711K -12,595 -3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.4M +$94.2K +1,669 +0.7%
American Century Companies
7
American Century Companies
Missouri
$12M +$1.23M +21,788 +10%
RA
8
Raffles Associates
New York
$11.9M +$9.2K +163 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11.4M +$244K +4,318 +2%
State Street
10
State Street
Massachusetts
$10.8M +$156K +2,768 +1%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$5.6M +$2.36M +41,770 +63%
Franklin Resources
12
Franklin Resources
California
$5.21M -$534K -9,451 -9%
Renaissance Technologies
13
Renaissance Technologies
New York
$5.19M +$418K +7,400 +8%
Northern Trust
14
Northern Trust
Illinois
$4.89M -$255K -4,520 -5%
Charles Schwab
15
Charles Schwab
California
$4.34M -$456K -8,072 -9%
SCP
16
Siena Capital Partners
Illinois
$4.13M – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$3.54M -$1.01M -17,953 -21%
Morgan Stanley
18
Morgan Stanley
New York
$2.93M +$21.8K +387 +0.7%
AACR
19
ACR Alpine Capital Research
Missouri
$2.53M +$60.2K +1,067 +2%
Millennium Management
20
Millennium Management
New York
$2.42M +$762K +13,504 +41%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.39M -$508 -9 -0%
Goldman Sachs
22
Goldman Sachs
New York
$1.88M -$426K -7,551 -17%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.86M -$31.1K -551 -2%
BCM
24
Bridgeway Capital Management
Texas
$1.75M +$96.1K +1,702 +5%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$1.61M – – –
1
2 3 4 5

SMBC Hedge Fund Activity: Q1 2025 in Review

112 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2025, worth a combined $303M — down 9.2% from $334M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SMBC and 9 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 35 added.

The largest buyer was Fidelity Investments, adding an estimated $3.21M. The largest seller was Mercer Global Advisors, exiting entirely with an estimated $5.23M sold.

  • 112 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2025, down from 114 in Q4 2024.
  • Funds reported $303M of Southern Missouri Bancorp stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 9 funds opened new Southern Missouri Bancorp positions in Q1 2025 and 11 closed out, a net change of -2 holders.
  • The largest Southern Missouri Bancorp buyer in Q1 2025 was Fidelity Investments, an estimated $3.21M added.
  • The largest Southern Missouri Bancorp seller in Q1 2025 was Mercer Global Advisors, an estimated $5.23M sold.

Based on aggregated 13F filings for Q1 2025.