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Southern California Bancorp

118 hedge funds and large institutions have $355M invested in Southern California Bancorp in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

7% more capital invested

Capital invested by funds: $331M → $355M (+$24.6M)

7% more funds holding

Funds holding: 110118 (+8)

0.76% more ownership

Funds ownership: 64.75%65.51% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
38
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$1.44M +$34.1K +2,079 +2%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.15M +$879K +53,512 +343%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.09M +$40.6K +2,470 +4%
BFIC
29
Bedell Frazier Investment Counselling
California
$1.09M -$59K -3,594 -5%
Charles Schwab
30
Charles Schwab
California
$1.09M -$9.39K -572 -0.9%
EF
31
Empowered Funds
Pennsylvania
$1.07M +$851K +51,826 +418%
MCM
32
MAI Capital Management
Ohio
$1.06M
PRCP
33
Pacific Ridge Capital Partners
Oregon
$1M
American Century Companies
34
American Century Companies
Missouri
$921K +$118K +7,192 +15%
PA
35
PFG Advisors
Arizona
$910K
Bank of America
36
Bank of America
North Carolina
$910K +$188K +11,446 +27%
Jane Street
37
Jane Street
New York
$908K -$498K -30,338 -36%
RSWM
38
Robertson Stephens Wealth Management
California
$894K
Barclays
39
Barclays
United Kingdom
$782K +$35.1K +2,139 +5%
Goldman Sachs
40
Goldman Sachs
New York
$756K +$199K +12,127 +37%
Osaic Holdings
41
Osaic Holdings
Arizona
$698K -$1.2K -73 -0.2%
PA
42
Pinnacle Associates
New York
$692K -$133K -8,072 -16%
UBS Group
43
UBS Group
Switzerland
$681K -$85.5K -5,206 -11%
HAM
44
HoldCo Asset Management
Florida
$676K
N
45
Nuveen
North Carolina
$666K
AQR Capital Management
46
AQR Capital Management
Connecticut
$638K +$461K +28,048 +274%
VW
47
Vance Wealth
California
$628K
CSS
48
Cubist Systematic Strategies
Connecticut
$574K +$389K +23,658 +220%
Creative Planning
49
Creative Planning
Kansas
$490K +$134K +8,138 +38%
Mariner
50
Mariner
Kansas
$488K -$10.3K -626 -2%

BCAL Hedge Fund Activity: Q3 2025 in Review

118 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q3 2025, worth a combined $355M — up 7.4% from $331M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BCAL positions and 8 closed out — a net gain of 8 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $22.7M. The largest seller was Fourthstone LLC, cutting an estimated $14.6M.

  • 118 institutional investors held Southern California Bancorp (BCAL) as of Q3 2025, up from 110 in Q2 2025.
  • Funds reported $355M of Southern California Bancorp stock for Q3 2025, up 7.4% quarter-over-quarter.
  • 16 funds opened new Southern California Bancorp positions in Q3 2025 and 8 closed out, a net change of +8 holders.
  • The largest Southern California Bancorp buyer in Q3 2025 was Wellington Management Group, an estimated $22.7M added.
  • The largest Southern California Bancorp seller in Q3 2025 was Fourthstone LLC, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2025.