We are live on ! Find out more
BCAL icon

Southern California Bancorp
BCAL

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: 104 → 110 (+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: 4 → 4 (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
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.26M
2
FCM
FJ Capital Management
Virginia
+$3.05M
3
KCM
Kennedy Capital Management
Missouri
+$1.52M
4
Marshall Wace
Marshall Wace
United Kingdom
+$954K
5
Jane Street
Jane Street
New York
+$853K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.13M
2
BFC
Banc Funds Company
Illinois
-$2.69M
3
CRC
Curi RMB Capital
Illinois
-$1.1M
4
MCA
Mendon Capital Advisors
Florida
-$943K
5
ZIM
Zacks Investment Management
Illinois
-$930K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
51
SageView Advisory Group
California
$467K – – –
KWS
52
Keystone Wealth Services
California
$439K – – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$398K -$37.1K -2,600 -9%
NL
54
Navalign LLC
California
$359K – – –
Millennium Management
55
Millennium Management
New York
$344K +$116K +8,128 +59%
Creative Planning
56
Creative Planning
Kansas
$335K +$303K +21,259 New
First Trust Advisors
57
First Trust Advisors
Illinois
$326K +$19.6K +1,377 +7%
Deutsche Bank
58
Deutsche Bank
Germany
$262K – – –
EM
59
ELCO Management
New York
$258K -$52.2K -3,660 -18%
XT
60
XTX Topco
Cayman Islands
$255K +$231K +16,186 New
SEI Investments
61
SEI Investments
Pennsylvania
$254K +$230K +16,146 New
Two Sigma Investments
62
Two Sigma Investments
New York
$246K +$74.2K +5,209 +50%
HF
63
HRT Financial
New York
$244K +$221K +15,509 New
MIM
64
MetLife Investment Management
New Jersey
$226K – – –
Wells Fargo
65
Wells Fargo
California
$221K -$10.8K -761 -5%
AL
66
Aspiriant LLC
California
$219K – – –
WDC
67
Woodward Diversified Capital
California
$213K +$192K +13,500 New
CP
68
Creekside Partners
California
$202K – – –
EF
69
Empowered Funds
Pennsylvania
$196K +$6.29K +441 +4%
PWM
70
Perigon Wealth Management
California
$195K – – –
Mirae Asset Global ETFs Holdings
71
Mirae Asset Global ETFs Holdings
Hong Kong
$194K -$32.3K -2,269 -16%
EC
72
EntryPoint Capital
New York
$184K +$167K +11,690 New
First Manhattan
73
First Manhattan
New York
$184K +$167K +11,682 New
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$180K +$10.7K +753 +7%
IIM
75
INTECH Investment Management
Florida
$170K -$53.6K -3,763 -26%
1 2
3
4 5

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.