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SouthState Bank Corp

457 hedge funds and large institutions have $8.28B invested in SouthState Bank Corp in 2025 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 215 increasing their positions, 83 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 83

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

96% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 45

54% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $861K

20% more capital invested

Capital invested by funds: $6.89B → $8.28B (+$1.39B)

9% more funds holding

Funds holding: 419457 (+38)

2.83% less ownership

Funds ownership: 90.8%87.97% (-2.8%)

Holders
457
Holders Change
+38
Holders Change %
+9.07%
% of All Funds
6.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
88
Increased
215
Reduced
83
Closed
45
Calls
$1.33M
Puts
$861K
Net Calls
+$468K
Net Calls Change
+$204K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
426
Rialto Wealth Management
New York
$3.06K +$3.25K +33 New
GFPC
427
Global Financial Private Client
Florida
$3.06K +$492 +5 +18%
SC
428
Stephens Consulting
Michigan
$2.79K +$2.95K +30 New
NFSG
429
Newbridge Financial Services Group
Florida
$2.25K
WSFS
430
Wilmington Savings Fund Society
Delaware
$2.23K -$394 -4 -14%
AWM
431
Activest Wealth Management
Florida
$2.13K +$2.26K +23 New
NEWAS
432
N.E.W. Advisory Services
Wisconsin
$2.13K +$2.26K +23 New
SIC
433
SJS Investment Consulting
Ohio
$1.58K +$295 +3 +21%
PWAM
434
Private Wealth Asset Management
Iowa
$1.39K +$1.48K +15 New
TWD
435
True Wealth Design
Ohio
$1.3K +$1.38K +14 New
TSMHT
436
Thurston Springer Miller Herd & Titak
Indiana
$1.21K -$1.28K -13 -50%
NSG
437
Nalls Sherbakoff Group
Tennessee
$1.11K +$1.18K +12 New
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$1.02K
AF
439
Advisornet Financial
Minnesota
$650 +$689 +7 New
ACA
440
American Capital Advisory
Idaho
$650 +$689 +7 New
CFO
441
CVA Family Office
Colorado
$557 +$591 +6 New
SS
442
SBI Securities
Japan
$557 +$591 +6 New
WCM
443
WealthTrak Capital Management
Virginia
$465
BWL
444
Bogart Wealth LLC
Virginia
$464 +$492 +5 New
NC
445
NewSquare Capital
Pennsylvania
$371
T
446
Transce3nd
Texas
$371 +$394 +4 New
PWA
447
Principia Wealth Advisory
Texas
$349 +$394 +4 New
Fuller & Thaler Asset Management
448
Fuller & Thaler Asset Management
California
$346 -$591 -6 -60%
PTC
449
Private Trust Company
Ohio
$278 -$12.2K -124 -98%
AssetMark Inc
450
AssetMark Inc
California
$278

SSB Hedge Fund Activity: Q1 2025 in Review

457 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q1 2025, worth a combined $8.28B — up 20% from $6.89B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new SSB positions and 45 closed out — a net gain of 43 holders — while 215 added to existing stakes and 83 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $274M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $21.5M sold.

  • 457 institutional investors held SouthState Bank Corp (SSB) as of Q1 2025, up from 419 in Q4 2024.
  • Funds reported $8.28B of SouthState Bank Corp stock for Q1 2025, up 20% quarter-over-quarter.
  • 88 funds opened new SouthState Bank Corp positions in Q1 2025 and 45 closed out, a net change of +43 holders.
  • The largest SouthState Bank Corp buyer in Q1 2025 was Fidelity Investments, an estimated $274M added.
  • The largest SouthState Bank Corp seller in Q1 2025 was Assenagon Asset Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q1 2025.