Simmons First National

SFNC • NASDAQ

Simmons First National is a banks - regional company in the financial services sector on NASDAQ, led by George A. Makris, Jr., with a market cap of $2.8B. As of Q3 2025, 78% of shares are held by 320 institutional investors, with BlackRock, Inc. as the largest holder at 14.09%.

Chairman and Chief Executive OfficerGeorge A. Makris, Jr.

Market Cap$2.8B

Banks - Regional

Financial Services

Employees3.0K

Websitesimmonsbank.com

Country

United States of America

Overview

Overview of institutional ownership in SFNC as of Q3 2025 with a market cap of $2.8B

All Institutions

Institutions: 320
Value Held: $2.2B
Shares Held: 113.4M
Avg Position: $6.8M
Median Position: $671.1K

Hedge Funds

Hedge Funds: 51
Value Held: $165.7M
Shares Held: 8.6M
Avg Position: $3.2M
Median Position: $1.0M

Ownership Breakdown

Institutional (non-HF)

72.42%

$2.0B

Hedge Funds

5.97%

$165.7M

Retail & Other

21.61%

$599.4M

Based on market cap of $2.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SFNC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$390.9M 0.01% of portfolio	14.09% 20.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$314.8M 0.00% of portfolio	11.35% 16.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$146.3M 0.03% of portfolio	5.27% 7.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$139.1M 0.00% of portfolio	4.96% 7.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$129.3M 0.02% of portfolio	4.66% 6.7M shares	Q3 2025 Held for 2 months	$571.21B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$86.4M 0.01% of portfolio	3.12% 4.5M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
WESTWOOD HOLDINGS GROUP INC Institution	Brian O. Casey CEO	$68.1M 0.49% of portfolio	2.46% 3.6M shares	Q1 2024 Held for 1y 8m	$13.8B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$67.2M 0.00% of portfolio	2.42% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$38.1M 0.01% of portfolio	1.37% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$38.0M 0.01% of portfolio	1.37% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B

Net Capital Flow

Institutional buying and selling activity for SFNC in Q3 2025

Traded: +$398.6M
Buyers: 202
Sellers: 99
Total Bought: +$482.6M
Total Sold: −$83.9M
Avg Position: $6.3M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$129.3M +6.7M shares	$129.3M 6.7M shares
B BlackRock, Inc. Institution	+$43.7M +2.3M shares	$390.9M 20.4M shares
VANGUARD GROUP INC Institution	+$33.8M +1.8M shares	$314.8M 16.4M shares
STATE STREET CORP Institution	+$21.4M +1.1M shares	$139.1M 7.2M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	+$19.0M +988.9K shares	$19.0M 988.9K shares
Bank of New York Mellon Corp Institution	+$14.8M +774.2K shares	$38.0M 2.0M shares
Azora Capital LP Hedge Fund•Long/Short	+$13.2M +687.4K shares	$13.2M 687.4K shares
D D. E. Shaw & Co., Inc. Institution	+$12.3M +640.7K shares	$14.0M 727.8K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$8.4M +436.2K shares	$14.1M 736.5K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$8.3M +432.0K shares	$67.2M 3.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$14.3M −746.2K shares	$13.1M 685.4K shares
F Fisher Asset Management, LLC Institution	−$11.2M −584.0K shares	$3.9M 202.7K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$5.8M −301.1K shares	$649.0K 33.9K shares
UBS Group AG Institution	−$5.2M −271.5K shares	$4.8M 250.1K shares
WESTWOOD HOLDINGS GROUP INC Institution	−$3.5M −183.8K shares	$68.1M 3.6M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	−$3.2M −171.1K shares	Sold Off 0 shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$2.9M −153.8K shares	$10.6M 551.8K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$2.7M −141.7K shares	Sold Off 0 shares
Q Qube Research & Technologies Ltd Institution	−$2.6M −138.2K shares	$15.0M 784.1K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$2.6M −137.2K shares	$1.5M 80.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SFNC in Q3 2025

New Positions: 34
New Value: $88.1M
Exited Positions: 23
Exited Value: $11.1M

New Positions

Institution	Position Value
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	$19.0M 988.9K shares
Azora Capital LP Hedge Fund•Long/Short	$13.2M 687.4K shares
R RMB Capital Management, LLC RIA/Wealth	$7.4M 388.5K shares
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	$6.7M 350.0K shares
S SOROS FUND MANAGEMENT LLC Institution	$6.2M 324.6K shares
C Capitolis Liquid Global Markets LLC Private Equity	$5.5M 288.4K shares
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	$5.1M 268.5K shares
Numerai GP LLC Hedge Fund•Quant	$4.9M 257.2K shares
E EJF Capital LLC Institution	$4.3M 225.8K shares
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	$4.3M 225.0K shares

Exited Positions

Institution	Previous Position
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$3.2M 171.1K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$2.7M 141.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.2M 65.1K shares
G GUGGENHEIM CAPITAL LLC Institution	$941.1K 49.6K shares
F FOX RUN MANAGEMENT, L.L.C. Hedge Fund•Quant	$637.5K 33.6K shares
CARLSON CAPITAL L P Hedge Fund•Multi-Strategy	$623.8K 32.9K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$427.5K 22.5K shares
BANK OF MONTREAL /CAN/ Institution	$372.4K 19.6K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$296.2K 15.6K shares
H HSBC HOLDINGS PLC Institution	$251.7K 13.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SFNC as of Q3 2025

Call Positions: 2
Call Value: $10.3M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
W WOLVERINE TRADING, LLC Institution	$10.1M 5.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$247.3K 129.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SFNC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
R rhino investment partners, Inc Hedge Fund•Value	John Keith Schneider President	8.24% $25.5M	0.92% 1.3M shares	Q4 2024 Held for 11 months	$309.3M
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	Seymour Murray Jacobs Managing Partner	3.67% $6.7M	0.24% 350.0K shares	Q3 2025 Held for 2 months	$182.7M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	3.51% $7.8M	0.28% 406.6K shares	Q3 2025 Held for 2 months	$221.8M
E EJF Capital LLC Institution	-	2.48% $4.3M	0.16% 225.8K shares	Q3 2025 Held for 2 months	$174.8M
Simmons Bank RIA/Wealth	Donald Edward Simmons Founder	1.71% $25.7M	0.92% 1.3M shares	Q1 2016 Held for 9y 8m	$1.5B
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	1.08% $5.8M	0.21% 300.0K shares	Q3 2025 Held for 2 months	$530.5M
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	Gil Maor Managing Partner	0.79% $650.5K	0.02% 33.9K shares	Q3 2025 Held for 2 months	$81.9M
Numerai GP LLC Hedge Fund•Quant	Richard Malone Craib CEO	0.70% $4.9M	0.18% 257.2K shares	Q3 2025 Held for 2 months	$707.9M
Azora Capital LP Hedge Fund•Long/Short	Ravi (Nmn) Chopra CIO	0.61% $13.2M	0.48% 687.4K shares	Q3 2025 Held for 2 months	$2.2B
EVERPAR ADVISORS LLC RIA/Wealth	Craig Robert Silberg Managing Partner	0.60% $1.5M	0.05% 78.7K shares	Q4 2023 Held for 1y 11m	$252.9M