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Banc of California

316 hedge funds and large institutions have $2.68B invested in Banc of California in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 133 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 22

90% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 70

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

10% more funds holding

Funds holding: 287316 (+29)

1.19% more ownership

Funds ownership: 97.92%99.11% (+1.2%)

6% less capital invested

Capital invested by funds: $2.85B → $2.68B (-$173M)

92% less call options, than puts

Call options by funds: $3.6M | Put options by funds: $43.6M

Holders
316
Holders Change
+29
Holders Change %
+10.1%
% of All Funds
3.89%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
59
Increased
133
Reduced
70
Closed
22
Calls
$3.6M
Puts
$43.6M
Net Calls
-$40M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
276
JPL Wealth Management
Colorado
$8.33K +$9.05K +474 New
RIL
277
Rothschild Investment LLC
Illinois
$6.8K +$420 +22 +6%
EP
278
Essential Partners
California
$5.36K -$5.9K -309 -50%
SS
279
SBI Securities
Japan
$4.08K -$1.93K -101 -30%
FGA
280
Fortis Group Advisors
New Jersey
$3.96K
SPIA
281
Steward Partners Investment Advisory
New York
$3.59K
FFO
282
Fortitude Family Office
Arizona
$3.23K -$916 -48 -21%
AA
283
Ancora Advisors
Ohio
$2.88K +$3.13K +164 New
HNW
284
High Note Wealth
Minnesota
$2.58K
FDCDDQ
285
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.3K
BTI
286
Blue Trust Inc
Georgia
$2.29K
TPWA
287
Twin Peaks Wealth Advisors
California
$2.29K +$2.48K +130 New
CCMI
288
Creative Capital Management Investments
California
$2.2K
BWA
289
Basecamp Wealth Advisors
Washington
$1.97K +$2.14K +112 New
SS
290
Sunbelt Securities
Texas
$1.9K
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$1.85K
KFAS
292
Keating Financial Advisory Services
Kansas
$1.85K +$2K +105 New
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$1.69K
AssetMark Inc
294
AssetMark Inc
California
$1.49K +$783 +41 +93%
KG
295
Kilter Group
New York
$1.44K
IA
296
IFP Advisors
Florida
$1.42K
AGWCA
297
Annis Gardner Whiting Capital Advisors
Florida
$1.3K
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$1.27K -$153 -8 -10%
TCM
299
TD Capital Management
Tennessee
$1.21K +$19 +1 +1%
RFP
300
Root Financial Partners
California
$1.18K +$1.28K +67 New