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Southern California Bancorp

104 hedge funds and large institutions have $295M invested in Southern California Bancorp in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

Holders
104
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.4M
2 +$2.84M
3 +$930K
4
Osaic Holdings
Osaic Holdings
Arizona
+$581K
5
State Street
State Street
Massachusetts
+$577K

Top Sellers

1 -$8.61M
2 -$2.13M
3 -$1.18M
4
HAI
Hennessy Advisors Inc
California
-$788K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$119K
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$103K
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$74.4K
CSC
79
Caldwell Sutter Capital
California
$72.2K
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$55K
WAOTB
81
Wealth Advisors of Tampa Bay
Florida
$40K
AIP
82
Ameritas Investment Partners
Nebraska
$34.1K
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$30.7K
Legal & General Group
84
Legal & General Group
United Kingdom
$30.1K
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$25.2K
TRCT
86
Tower Research Capital (TRC)
New York
$23.2K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$13.2K
AB
88
Amalgamated Bank
New York
$12K
Russell Investments Group
89
Russell Investments Group
United Kingdom
$11.5K
LFG
90
Larson Financial Group
Missouri
$11.4K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$7K
SCM
92
Sterling Capital Management
North Carolina
$6.08K
VCM
93
Versant Capital Management
Arizona
$5.7K
RTL
94
Red Tortoise LLC
Georgia
$3.96K
GI
95
GAMMA Investing
California
$3.88K
HCA
96
Harbor Capital Advisors
Illinois
$2K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.49K
AF
98
Allworth Financial
California
$1.15K
BTI
99
Blue Trust Inc
Georgia
$1.1K
PWA
100
Physician Wealth Advisors
Utah
$631