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SouthState Bank Corporation
SSB

Overview Fund Activity

450 hedge funds and large institutions have $8.19B invested in SouthState Bank Corporation in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 212 increasing their positions, 81 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
+35
Holders Change %
+8.43%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
89
Increased
212
Reduced
81
Closed
46
Calls
$1.33M
Puts
$861K
Net Calls
+$468K
Net Calls Change
+$204K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$305M
2
BlackRock
BlackRock
New York
$1.17B
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.03B
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$423M
5
Capital Research Global Investors
Capital Research Global Investors
California
$158M

Top Sellers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
2
TCM
Tributary Capital Management
Nebraska
$1.29M
3
Boston Partners
Boston Partners
Massachusetts
$7.9M
4
Victory Capital Management
Victory Capital Management
Texas
$184M
5
CCM
Channing Capital Management
Illinois
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
Activest Wealth Management
Florida
$2.14K +$2.14K +23 New
SIC
427
SJS Investment Consulting
Ohio
$1.58K +$278 +3 +21%
PWAM
428
Private Wealth Asset Management
Iowa
$1.39K +$1.39K +15 New
TWD
429
True Wealth Design
Ohio
$1.3K +$1.3K +14 New
TSMHT
430
Thurston Springer Miller Herd & Titak
Indiana
$1.21K -$1.21K -13 -50%
DPW
431
DiNuzzo Private Wealth
Pennsylvania
$1.02K – – –
AF
432
Advisornet Financial
Minnesota
$650 +$650 +7 New
ACA
433
American Capital Advisory
Idaho
$650 +$650 +7 New
SS
434
SBI Securities
Japan
$557 +$557 +6 New
CFO
435
CVA Family Office
Colorado
$557 +$557 +6 New
WCM
436
WealthTrak Capital Management
Virginia
$465 – – –
BWL
437
Bogart Wealth LLC
Virginia
$464 +$464 +5 New
NC
438
NewSquare Capital
Pennsylvania
$371 – – –
T
439
Transce3nd
Texas
$371 +$371 +4 New
PWA
440
Principia Wealth Advisory
Texas
$349 +$349 +4 New
Fuller & Thaler Asset Management
441
Fuller & Thaler Asset Management
California
$346 -$519 -6 -60%
PTC
442
Private Trust Company
Ohio
$278 -$11.5K -124 -98%
AssetMark Inc
443
AssetMark Inc
California
$278 – – –
Q1WB
444
Quest 10 Wealth Builders
Virginia
$186 – – –
PWM
445
Parkworth Wealth Management
California
$186 – – –
HIA
446
HFM Investment Advisors
New Jersey
$186 +$186 +2 New
CIAM
447
Caitong International Asset Management
Hong Kong
$93 -$4.65K -50 -98%
TFM
448
TFC Financial Management
Massachusetts
$93 – – –
HCP
449
Hexagon Capital Partners
Arkansas
$93 +$93 +1 New
BHWM
450
Bay Harbor Wealth Management
Maryland
$92 +$92 +1 New
16 17
18
19 20