Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SERVISFIRST BANCSHARES INC (SFBS)

300 + Investors. Track Smart Money conviction in SFBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — SFBS

Based on 299 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SFBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
299 hedge funds hold SFBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

163 buying140 selling
Last quarter: 163 funds bought or added vs 140 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new SFBS position: 41 → 37 → 30 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
183 out of 299 hedge funds have held SFBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~54 new funds/quarter

34 → 41 → 37 → 30 → 54 new funds/Q
New funds entering each quarter: 41 → 37 → 30 → 54. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Of 300 current holders: 197 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
39 of 299 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SFBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SFBS

How many hedge funds hold SFBS — quarterly history vs. share price
Quarterly hedge fund ownership of SFBS vs. share price

Market Analysis: SFBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SFBS

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 1 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SFBS
2026 Q1 Stats Unlock in 17 days 300 + Investors

Track Smart Money conviction in SFBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 300 283 6.01%
13F Shares 40M 40M 0.27%
Total Value $2.86B $3.20B -10.56%
New Positions 54 30 +24
Increased Positions 109 97 +12
Closed Positions 38 33 +5
Reduced Positions 103 104 -1
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFBS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

300 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SFBS. Verified SEC 13F-HR filings.

Top 25 institutional holders of SFBS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Group, LLC 2.67% 975,931 $71.1M
2 TrueWealth Advisors, LLC 1.20% 65,463 $4.8M
3 MITCHELL MCLEOD PUGH & WILLIAMS INC 0.84% 78,063 $5.7M
4 Arlington Trust Co LLC 0.73% 113,765 $8.3M
5 Navigate Wealth Management, LLC 0.65% 11,786 $932K
6 Smith Thornton Advisors LLC 0.59% 16,155 $1.2M
7 Watchman Group, Inc. 0.58% 32,941 $2.4M
8 Everstar Asset Management, LLC 0.38% 9,908 $722K
9 DEPRINCE RACE & ZOLLO INC 0.32% 233,777 $17.0M
10 WASATCH ADVISORS LP 0.27% 552,153 $40.2M
11 Park Place Capital Corp 0.23% 15,900 $1.2M
12 HHM Wealth Advisors, LLC 0.23% 27,334 $2.0M
13 BCR Wealth Strategies, LLC 0.18% 7,761 —
14 PEREGRINE CAPITAL MANAGEMENT LLC 0.18% 64,980 $4.7M
15 FIRETHORN WEALTH PARTNERS, LLC 0.17% 6,196 $451K
16 LifeSteps Financial, Inc. 0.14% 3,000 $218K
17 Sunburst Financial Group, LLC 0.12% 8,842 $644K
18 AlphaQuest LLC 0.11% 27,418 $2.0M
19 Red Door Wealth Management, LLC 0.10% 12,662 $922K
20 BUTENSKY & COHEN FINANCIAL SECURITY, INC 0.09% 4,691 $342K
21 NJ State Employees Deferred Compensation Plan 0.08% 9,000 $725K
22 Abel Hall, LLC 0.07% 4,660 $339K
23 HARBOR CAPITAL ADVISORS, INC. 0.06% 10,261 —
24 Oakworth Capital, Inc. 0.06% 14,698 $1.1M
25 Fairvoy Private Wealth, LLC 0.05% 3,100 $226K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SERVISFIRST BANCSHARES INC (SFBS)

What does the Smart Money Trend signal show for SFBS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SFBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SFBS?

Slight buying edge — 54% buying: Last quarter: 163 funds bought or added vs 140 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SFBS holders?

Elite ownership — 47% AUM from top-100 funds: 39 of 299 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SFBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SFBS?

61% of holders stayed for 2+ years: 183 out of 299 hedge funds have held SFBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.