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Southern California Bancorp

110 hedge funds and large institutions have $331M invested in Southern California Bancorp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $295M → $331M (+$35.9M)

6% more funds holding

Funds holding: 104110 (+6)

0.79% more ownership

Funds ownership: 63.96%64.75% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
32
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$1.33M -$11.9K -834 -1%
Citadel Advisors
27
Citadel Advisors
Florida
$1.09M -$238K -16,711 -19%
BFIC
28
Bedell Frazier Investment Counselling
California
$1.09M -$66.9K -4,693 -6%
Charles Schwab
29
Charles Schwab
California
$1.04M -$34.4K -2,416 -4%
MCM
30
MAI Capital Management
Ohio
$1M
Bank of New York Mellon
31
Bank of New York Mellon
New York
$993K -$7.01K -492 -0.8%
BCM
32
Bridgeway Capital Management
Texas
$947K +$6.29K +441 +0.7%
PRCP
33
Pacific Ridge Capital Partners
Oregon
$947K +$81.6K +5,722 +11%
PA
34
PFG Advisors
Arizona
$860K +$23.3K +1,635 +3%
RSWM
35
Robertson Stephens Wealth Management
California
$844K
PA
36
Pinnacle Associates
New York
$781K +$707K +49,574 New
American Century Companies
37
American Century Companies
Missouri
$757K +$89.8K +6,298 +15%
UBS Group
38
UBS Group
Switzerland
$726K -$360K -25,247 -35%
Barclays
39
Barclays
United Kingdom
$705K +$239K +16,748 +60%
Bank of America
40
Bank of America
North Carolina
$680K -$25.2K -1,767 -4%
Osaic Holdings
41
Osaic Holdings
Arizona
$660K -$571K -40,050 -49%
HAM
42
HoldCo Asset Management
Florida
$639K +$578K +40,531 New
N
43
Nuveen
North Carolina
$630K +$136K +9,546 +31%
Ameriprise
44
Ameriprise
Minnesota
$605K +$133K +9,365 +32%
VW
45
Vance Wealth
California
$593K
Raymond James Financial
46
Raymond James Financial
Florida
$580K -$7.23K -507 -1%
Goldman Sachs
47
Goldman Sachs
New York
$523K -$519K -36,444 -52%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$516K -$59.8K -4,196 -11%
TI
49
Trexquant Investment
Connecticut
$485K +$439K +30,775 New
Mariner
50
Mariner
Kansas
$471K -$293K -20,537 -41%

BCAL Hedge Fund Activity: Q2 2025 in Review

110 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q2 2025, worth a combined $331M — up 12% from $295M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCAL positions and 12 closed out — a net gain of 6 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $9.26M. The largest seller was Fourthstone LLC, cutting an estimated $3.13M.

  • 110 institutional investors held Southern California Bancorp (BCAL) as of Q2 2025, up from 104 in Q1 2025.
  • Funds reported $331M of Southern California Bancorp stock for Q2 2025, up 12% quarter-over-quarter.
  • 18 funds opened new Southern California Bancorp positions in Q2 2025 and 12 closed out, a net change of +6 holders.
  • The largest Southern California Bancorp buyer in Q2 2025 was Wellington Management Group, an estimated $9.26M added.
  • The largest Southern California Bancorp seller in Q2 2025 was Fourthstone LLC, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2025.