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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
MWA
51
Monograph Wealth Advisors
California
$467K +$460K +28,000 New
KWS
52
Keystone Wealth Services
California
$464K
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$445K +$438K +26,693 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$406K -$15K -911 -4%
Raymond James Financial
55
Raymond James Financial
Florida
$389K -$221K -13,447 -37%
NL
56
Navalign LLC
California
$380K
XT
57
XTX Topco
Cayman Islands
$379K +$107K +6,543 +40%
SAG
58
SageView Advisory Group
California
$371K -$112K -6,810 -23%
TI
59
Trexquant Investment
Connecticut
$364K -$147K -8,950 -29%
JP Morgan Chase
60
JP Morgan Chase
New York
$318K +$138K +8,417 +79%
QCM
61
Quantinno Capital Management
New York
$284K +$279K +17,012 New
Wells Fargo
62
Wells Fargo
California
$279K +$44.7K +2,719 +19%
Deutsche Bank
63
Deutsche Bank
Germany
$278K
Invesco
64
Invesco
Georgia
$258K +$254K +15,474 New
MIM
65
MetLife Investment Management
New Jersey
$239K
EC
66
EntryPoint Capital
New York
$238K +$42.2K +2,567 +22%
FT
67
Fiduciary Trust
Massachusetts
$236K +$233K +14,169 New
AL
68
Aspiriant LLC
California
$232K
WDC
69
Woodward Diversified Capital
California
$225K
EM
70
ELCO Management
New York
$218K -$53.7K -3,270 -20%
CP
71
Creekside Partners
California
$214K
PWM
72
Perigon Wealth Management
California
$208K +$690 +42 +0.3%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$201K +$10K +609 +5%
First Manhattan
74
First Manhattan
New York
$195K
MFIM
75
Mesirow Financial Investment Management
Illinois
$178K

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.