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Southern California Bancorp

154 hedge funds and large institutions have $389M invested in Southern California Bancorp in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

86% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 35

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

6% more funds holding

Funds holding: 145154 (+9)

5.89% more ownership

Funds ownership: 61.67%67.56% (+5.9%)

5% more capital invested

Capital invested by funds: $372M → $389M (+$16.9M)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
65
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
51
Robertson Stephens Wealth Management
California
$955K
PA
52
Pinnacle Associates
New York
$886K +$156K +8,511 +21%
IQI
53
Integrated Quantitative Investments
Washington
$879K +$442K +24,164 +95%
Creative Planning
54
Creative Planning
Kansas
$871K +$151K +8,268 +20%
Principal Financial Group
55
Principal Financial Group
Iowa
$810K +$836K +45,688 New
XT
56
XTX Topco
Cayman Islands
$802K +$300K +16,409 +57%
PRCP
57
Pacific Ridge Capital Partners
Oregon
$758K +$165 +9 +0%
HAM
58
HoldCo Asset Management
Florida
$718K
N
59
Nuveen
North Carolina
$708K
Jane Street
60
Jane Street
New York
$677K -$3.06M -167,313 -81%
LCM
61
Legato Capital Management
California
$670K +$442K +24,164 +177%
SFI
62
Susquehanna Fundamental Investments
Pennsylvania
$628K +$355K +19,385 +121%
VW
63
Vance Wealth
California
$626K
QCM
64
Quantinno Capital Management
New York
$585K +$136K +7,424 +29%
Mariner
65
Mariner
Kansas
$566K +$43.2K +2,361 +8%
Barclays
66
Barclays
United Kingdom
$563K -$339K -18,510 -37%
SO
67
STRS Ohio
Ohio
$540K
PWS
68
Precision Wealth Strategies
Missouri
$522K +$540K +29,471 New
FT
69
Fiduciary Trust
Massachusetts
$519K +$312K +17,041 +139%
Connor, Clark & Lunn Investment Management (CC&L)
70
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$516K -$59.9K -3,270 -10%
AA
71
ALPS Advisors
Colorado
$501K +$518K +28,270 New
MWA
72
Monograph Wealth Advisors
California
$499K
KWS
73
Keystone Wealth Services
California
$493K
EC
74
EJF Capital
Virginia
$468K -$30.8K -1,682 -6%
EM
75
ELCO Management
New York
$459K +$292K +15,924 +159%