BANC icon

Banc of California
BANC

Overview Fund Activity

279 hedge funds and large institutions have $2.26B invested in Banc of California in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
-4
Holders Change %
-1.41%
% of All Funds
3.79%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
32
Increased
96
Reduced
94
Closed
32
Calls
$7.77M
Puts
$8.78M
Net Calls
-$1.02M
Net Calls Change
-$21.4M

Top Buyers

1
Invesco
Invesco
Georgia
+$35.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$28.8M
3
Ameriprise
Ameriprise
Minnesota
+$18.6M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.6M
5
Millennium Management
Millennium Management
New York
+$10.8M

Top Sellers

1
State Street
State Street
Massachusetts
-$23.8M
2
HCM
Hodges Capital Management
Texas
-$14.3M
3
American Century Companies
American Century Companies
Missouri
-$12.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
251
High Note Wealth
Minnesota
$1.93K – – –
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.86K – – –
BTI
253
Blue Trust Inc
Georgia
$1.85K – – –
CCMI
254
Creative Capital Management Investments
California
$1.77K – – –
BCMLT
255
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.71K +$14 +1 +0.8%
SW
256
SVB Wealth
Massachusetts
$1.58K +$1.58K +111 New
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$1.49K – – –
AF
258
Allworth Financial
California
$1.39K – – –
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$1.36K +$1.12K +79 +465%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$1.26K – – –
TWD
261
True Wealth Design
Ohio
$1.11K +$1.11K +78 New
T
262
Transce3nd
Texas
$1.05K – – –
TCM
263
TD Capital Management
Tennessee
$950 – – –
SWM
264
Spire Wealth Management
Virginia
$922 – – –
AAP
265
Arax Advisory Partners
Colorado
$710 – – –
QL
266
Quarry LP
New York
$710 +$710 +50 New
SC
267
Stephens Consulting
Michigan
$710 +$710 +50 New
WA
268
WPG Advisers
Maryland
$653 -$312 -22 -32%
PWMG
269
Prestige Wealth Management Group
New Jersey
$415 – – –
JWA
270
JFS Wealth Advisors
Pennsylvania
$412 – – –
GC
271
Garde Capital
Washington
$313 +$313 +22 New
GWSG
272
GPS Wealth Strategies Group
Colorado
$284 – – –
LFG
273
Larson Financial Group
Missouri
$241 – – –
PWAM
274
Private Wealth Asset Management
Iowa
$199 +$199 +14 New
AWM
275
Abound Wealth Management
Tennessee
$185 -$71 -5 -28%
9 10
11
12 13