We are live on ! Find out more
BCAL icon

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 17 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

4% more funds holding

Funds holding: 100104 (+4)

0.64% more ownership

Funds ownership: 63.32%63.96% (+0.64%)

12% less capital invested

Capital invested by funds: $337M → $295M (-$42.1M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
27
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
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 +$15.6K +1,007 +16%
PFSRSONJ
78
Police & Firemen's Retirement System of New Jersey
New Jersey
$74.4K
CSC
79
Caldwell Sutter Capital
California
$72.2K -$2.14K -138 -3%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$55K -$3.35K -216 -5%
WAOTB
81
Wealth Advisors of Tampa Bay
Florida
$40K +$43.3K +2,790 New
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 -$19K -1,227 -43%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$13.2K +$310 +20 +2%
AB
88
Amalgamated Bank
New York
$12K +$6.58K +424 +102%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$11.5K -$1.41K -91 -10%
LFG
90
Larson Financial Group
Missouri
$11.4K -$636 -41 -5%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.41K +155 +43%
SCM
92
Sterling Capital Management
North Carolina
$6.08K -$5.53K -356 -46%
VCM
93
Versant Capital Management
Arizona
$5.7K +$6.18K +398 New
RTL
94
Red Tortoise LLC
Georgia
$3.96K
GI
95
GAMMA Investing
California
$3.88K +$621 +40 +17%
HCA
96
Harbor Capital Advisors
Illinois
$2K -$3.57K -230 -69%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$1.49K
AF
98
Allworth Financial
California
$1.15K +$1.32K +85 New
BTI
99
Blue Trust Inc
Georgia
$1.1K -$93 -6 -7%
CCM
100
Coldstream Capital Management
Washington
$631 +$683 +44 New

BCAL Hedge Fund Activity: Q1 2025 in Review

104 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q1 2025, worth a combined $295M — down 12% from $337M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BCAL positions and 13 closed out — a net gain of 4 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $12.3M. The largest seller was Fourthstone LLC, cutting an estimated $9.33M.

  • 104 institutional investors held Southern California Bancorp (BCAL) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $295M of Southern California Bancorp stock for Q1 2025, down 12% quarter-over-quarter.
  • 17 funds opened new Southern California Bancorp positions in Q1 2025 and 13 closed out, a net change of +4 holders.
  • The largest Southern California Bancorp buyer in Q1 2025 was FJ Capital Management, an estimated $12.3M added.
  • The largest Southern California Bancorp seller in Q1 2025 was Fourthstone LLC, an estimated $9.33M sold.

Based on aggregated 13F filings for Q1 2025.