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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 18 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
27
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFIC
26
Bedell Frazier Investment Counselling
California
$1.06M
UBS Group
27
UBS Group
Switzerland
$1.02M -$4.33K -302 -0.4%
Goldman Sachs
28
Goldman Sachs
New York
$998K +$12.1K +846 +1%
Charles Schwab
29
Charles Schwab
California
$978K +$186 +13 +0%
ZIM
30
Zacks Investment Management
Illinois
$930K +$930K +64,904 New
MCM
31
MAI Capital Management
Ohio
$911K -$202K -14,111 -18%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$910K -$19K -1,329 -2%
BCM
33
Bridgeway Capital Management
Texas
$855K +$10.1K +704 +1%
PRCP
34
Pacific Ridge Capital Partners
Oregon
$779K +$109K +7,631 +16%
RSWM
35
Robertson Stephens Wealth Management
California
$768K
PA
36
PFG Advisors
Arizona
$759K
Mariner
37
Mariner
Kansas
$723K -$507K -35,350 -41%
Bank of America
38
Bank of America
North Carolina
$643K -$146K -10,202 -19%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$642K -$16.8K -1,175 -3%
American Century Companies
40
American Century Companies
Missouri
$598K +$38.2K +2,665 +7%
VW
41
Vance Wealth
California
$539K
Raymond James Financial
42
Raymond James Financial
Florida
$534K -$20.9K -1,455 -4%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$529K +$323K +22,517 +156%
NL
44
Nuveen LLC
North Carolina
$436K +$436K +30,405 New
SAG
45
SageView Advisory Group
California
$416K
Ameriprise
46
Ameriprise
Minnesota
$416K +$416K +29,035 New
Barclays
47
Barclays
United Kingdom
$401K -$169K -11,798 -30%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$401K -$627K -43,782 -61%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$399K -$19K -1,324 -5%
KWS
50
Keystone Wealth Services
California
$399K