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Southern California Bancorp

145 hedge funds and large institutions have $372M invested in Southern California Bancorp in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 4

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

23% more funds holding

Funds holding: 118145 (+27)

5% more capital invested

Capital invested by funds: $355M → $372M (+$16.9M)

3.85% less ownership

Funds ownership: 65.51%61.67% (-3.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
145
Holders Change
+27
Holders Change %
+22.88%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
49
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$2.11M +$2.08M +113,191 New
EF
27
Empowered Funds
Pennsylvania
$2.07M +$862K +46,888 +73%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.91M +$609K +33,138 +48%
AG
29
Algert Global
California
$1.84M +$1.82M +98,835 New
ZIM
30
Zacks Investment Management
Illinois
$1.83M +$1.81M +98,261 New
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$1.8M +$1.77M +96,206 New
Goldman Sachs
32
Goldman Sachs
New York
$1.76M +$904K +49,152 +108%
Cerity Partners
33
Cerity Partners
New York
$1.64M +$26.4K +1,437 +2%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$1.63M +$1.6M +87,273 New
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.58M +$1.56M +84,729 New
First Trust Advisors
36
First Trust Advisors
Illinois
$1.55M -$71.4K -3,885 -4%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$1.38M +$1.36M +73,901 New
Bank of America
38
Bank of America
North Carolina
$1.32M +$297K +16,161 +30%
UBS Group
39
UBS Group
Switzerland
$1.25M +$479K +26,057 +64%
Charles Schwab
40
Charles Schwab
California
$1.22M +$3.07K +167 +0.3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.22M -$6.82K -371 -0.6%
MCM
42
MAI Capital Management
Ohio
$1.19M +$460 +25 +0%
Ameriprise
43
Ameriprise
Minnesota
$1.15M +$1.14M +61,825 New
BFIC
44
Bedell Frazier Investment Counselling
California
$1.15M -$66.7K -3,627 -6%
Citadel Advisors
45
Citadel Advisors
Florida
$1.1M +$1.09M +59,037 New
AQR Capital Management
46
AQR Capital Management
Connecticut
$1.05M +$328K +17,863 +47%
JP Morgan Chase
47
JP Morgan Chase
New York
$1.02M +$656K +35,676 +187%
PA
48
PFG Advisors
Arizona
$1.02M -$2.48K -135 -0.2%
RSWM
49
Robertson Stephens Wealth Management
California
$1.01M
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$972K +$957K +52,065 New

BCAL Hedge Fund Activity: Q4 2025 in Review

145 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q4 2025, worth a combined $372M — up 4.7% from $355M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BCAL positions and 4 closed out — a net gain of 30 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $14.8M. The largest seller was Fourthstone LLC, cutting an estimated $18.9M.

  • 145 institutional investors held Southern California Bancorp (BCAL) as of Q4 2025, up from 118 in Q3 2025.
  • Funds reported $372M of Southern California Bancorp stock for Q4 2025, up 4.7% quarter-over-quarter.
  • 34 funds opened new Southern California Bancorp positions in Q4 2025 and 4 closed out, a net change of +30 holders.
  • The largest Southern California Bancorp buyer in Q4 2025 was Wellington Management Group, an estimated $14.8M added.
  • The largest Southern California Bancorp seller in Q4 2025 was Fourthstone LLC, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2025.