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

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
TCM
2
Tributary Capital Management
Nebraska
$1.29M
3
Boston Partners
3
Boston Partners
Massachusetts
$7.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$184M
5
CCM
5
Channing Capital Management
Illinois
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$1.09M -$21.8K -235 -2%
MNBTD
202
Moody National Bank Trust Division
Texas
$1.07M +$7.05K +76 +0.7%
CPSAC
203
Chas P. Smith & Associates (CPS)
Florida
$1.07M +$15.5K +167 +1%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$1.07M +$259K +2,790 +32%
Osaic Holdings
205
Osaic Holdings
Arizona
$1.07M +$484K +5,210 +83%
HCM
206
Huber Capital Management
California
$1.05M – – –
Commonwealth Equity Services
207
Commonwealth Equity Services
Massachusetts
$1M +$119K +1,282 +13%
UB
208
UMB Bank
Missouri
$983K +$929K +10,013 +1,747%
SWP
209
Summit Wealth Partners
Florida
$973K +$156K +1,678 +19%
KPWM
210
KDK Private Wealth Management
Texas
$957K +$957K +10,305 New
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$949K +$575K +6,196 +154%
SPC
212
Spirepoint Private Client
Florida
$945K – – –
BFS
213
Burkett Financial Services
South Carolina
$939K +$4.83K +52 +0.5%
SWA
214
SFMG Wealth Advisors
Texas
$914K +$199K +2,142 +28%
VPIM
215
Vanguard Personalized Indexing Management
California
$912K +$441K +4,748 +94%
BBHC
216
Brown Brothers Harriman & Co
New York
$901K – – –
CIA
217
Concurrent Investment Advisors
Florida
$893K -$17.1K -184 -2%
PI
218
PineBridge Investments
New York
$892K -$1.83M -19,735 -67%
LAM
219
Lummis Asset Management
Texas
$869K +$268K +2,943 +45%
AI
220
Atria Investments
North Carolina
$836K +$321K +3,463 +62%
TRCT
221
Tower Research Capital (TRC)
New York
$816K -$1.22M -13,179 -60%
TPI
222
Trust Point Inc
Wisconsin
$811K -$427K -4,599 -34%
SG Americas Securities
223
SG Americas Securities
New York
$805K +$436K +4,704 +118%
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$788K – – –
SFA
225
Sequoia Financial Advisors
Ohio
$771K +$472K +5,088 +158%
7 8
9
10 11