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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
SIC
201
Salem Investment Counselors
North Carolina
$1.15M -$16.6K -169 -1%
IRC
202
Investors Research Corp
Georgia
$1.12M
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$1.09M -$23.1K -235 -2%
MNBTD
204
Moody National Bank Trust Division
Texas
$1.07M +$7.48K +76 +0.7%
CPSAC
205
Chas P. Smith & Associates (CPS)
Florida
$1.07M +$16.4K +167 +1%
SOADOR
206
State of Alaska Department of Revenue
Alaska
$1.07M +$275K +2,790 +32%
Osaic Holdings
207
Osaic Holdings
Arizona
$1.07M +$513K +5,210 +83%
HCM
208
Huber Capital Management
California
$1.05M
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$1M +$126K +1,282 +13%
UB
210
UMB Bank
Missouri
$983K +$986K +10,013 +1,747%
SWP
211
Summit Wealth Partners
Florida
$973K +$165K +1,678 +19%
KPWM
212
KDK Private Wealth Management
Texas
$957K +$1.01M +10,305 New
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$949K +$610K +6,196 +154%
SPC
214
Spirepoint Private Client
Florida
$945K
BFS
215
Burkett Financial Services
South Carolina
$939K +$5.12K +52 +0.5%
SWA
216
SFMG Wealth Advisors
Texas
$914K +$211K +2,142 +28%
VPIM
217
Vanguard Personalized Indexing Management
California
$912K +$467K +4,748 +94%
BBHC
218
Brown Brothers Harriman & Co
New York
$901K
CIA
219
Concurrent Investment Advisors
Florida
$893K -$18.1K -184 -2%
PI
220
PineBridge Investments
New York
$892K -$1.94M -19,735 -67%
LAM
221
Lummis Asset Management
Texas
$869K +$290K +2,943 +45%
AI
222
Atria Investments
North Carolina
$836K +$341K +3,463 +62%
TRCT
223
Tower Research Capital (TRC)
New York
$816K -$1.3M -13,179 -60%
TPI
224
Trust Point Inc
Wisconsin
$811K -$453K -4,599 -34%
SG Americas Securities
225
SG Americas Securities
New York
$805K +$463K +4,704 +118%

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.