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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
SEI Investments
51
SEI Investments
Pennsylvania
$971K +$956K +52,010 New
Barclays
52
Barclays
United Kingdom
$939K +$62.6K +3,403 +7%
Osaic Holdings
53
Osaic Holdings
Arizona
$861K +$79.6K +4,332 +10%
PRCP
54
Pacific Ridge Capital Partners
Oregon
$798K -$319K -17,331 -29%
PA
55
Pinnacle Associates
New York
$775K
Creative Planning
56
Creative Planning
Kansas
$763K +$211K +11,483 +39%
HAM
57
HoldCo Asset Management
Florida
$757K
N
58
Nuveen
North Carolina
$746K
VW
59
Vance Wealth
California
$659K -$46K -2,500 -7%
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$604K +$595K +32,373 New
SO
61
STRS Ohio
Ohio
$569K +$561K +30,500 New
Mariner
62
Mariner
Kansas
$552K +$5.17K +281 +1%
TI
63
Trexquant Investment
Connecticut
$546K +$137K +7,444 +34%
XT
64
XTX Topco
Cayman Islands
$538K +$112K +6,112 +27%
MWA
65
Monograph Wealth Advisors
California
$526K
EC
66
EJF Capital
Virginia
$525K -$1.24M -67,259 -71%
KWS
67
Keystone Wealth Services
California
$519K
Wells Fargo
68
Wells Fargo
California
$504K +$189K +10,293 +62%
Raymond James Financial
69
Raymond James Financial
Florida
$478K +$42K +2,284 +10%
QCM
70
Quantinno Capital Management
New York
$477K +$157K +8,550 +50%
IQI
71
Integrated Quantitative Investments
Washington
$475K +$468K +25,440 New
NL
72
Navalign LLC
California
$426K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$402K +$379K +20,622 +2,261%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$394K -$59.3K -3,227 -13%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$387K +$290K +15,775 +319%

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.