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Southern California Bancorp

104 hedge funds and large institutions have $295M invested in Southern California Bancorp in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

4% more funds holding

Funds holding: 100104 (+4)

0.64% more ownership

Funds ownership: 63.32%63.96% (+0.64%)

12% less capital invested

Capital invested by funds: $337M → $295M (-$42.1M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
27
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFIC
26
Bedell Frazier Investment Counselling
California
$1.06M
UBS Group
27
UBS Group
Switzerland
$1.02M -$4.69K -302 -0.4%
Goldman Sachs
28
Goldman Sachs
New York
$998K +$13.1K +846 +1%
Charles Schwab
29
Charles Schwab
California
$978K +$202 +13 +0%
ZIM
30
Zacks Investment Management
Illinois
$930K +$1.01M +64,904 New
MCM
31
MAI Capital Management
Ohio
$911K -$219K -14,111 -18%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$910K -$20.6K -1,329 -2%
BCM
33
Bridgeway Capital Management
Texas
$855K +$10.9K +704 +1%
PRCP
34
Pacific Ridge Capital Partners
Oregon
$779K +$118K +7,631 +16%
RSWM
35
Robertson Stephens Wealth Management
California
$768K
PA
36
PFG Advisors
Arizona
$759K
Mariner
37
Mariner
Kansas
$723K -$549K -35,350 -41%
Bank of America
38
Bank of America
North Carolina
$643K -$158K -10,202 -19%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$642K -$18.2K -1,175 -3%
American Century Companies
40
American Century Companies
Missouri
$598K +$41.4K +2,665 +7%
VW
41
Vance Wealth
California
$539K
Raymond James Financial
42
Raymond James Financial
Florida
$534K -$22.6K -1,455 -4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$529K +$350K +22,517 +156%
N
44
Nuveen
North Carolina
$436K -$52.1K -3,356 -10%
SAG
45
SageView Advisory Group
California
$416K
Ameriprise
46
Ameriprise
Minnesota
$416K +$451K +29,035 New
Barclays
47
Barclays
United Kingdom
$401K -$183K -11,798 -30%
JP Morgan Chase
48
JP Morgan Chase
New York
$401K -$680K -43,782 -61%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$399K -$20.6K -1,324 -5%
KWS
50
Keystone Wealth Services
California
$399K

BCAL Hedge Fund Activity: Q1 2025 in Review

104 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q1 2025, worth a combined $295M — down 12% from $337M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BCAL positions and 13 closed out — a net gain of 4 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $12.3M. The largest seller was Fourthstone LLC, cutting an estimated $9.33M.

  • 104 institutional investors held Southern California Bancorp (BCAL) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $295M of Southern California Bancorp stock for Q1 2025, down 12% quarter-over-quarter.
  • 17 funds opened new Southern California Bancorp positions in Q1 2025 and 13 closed out, a net change of +4 holders.
  • The largest Southern California Bancorp buyer in Q1 2025 was FJ Capital Management, an estimated $12.3M added.
  • The largest Southern California Bancorp seller in Q1 2025 was Fourthstone LLC, an estimated $9.33M sold.

Based on aggregated 13F filings for Q1 2025.