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Southern California Bancorp
BCAL

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: 118 → 145 (+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: 4 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.8M
2
Jane Street
Jane Street
New York
+$2.78M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$2.62M
4
Morgan Stanley
Morgan Stanley
New York
+$2.23M
5
Marshall Wace
Marshall Wace
United Kingdom
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$18.9M
2
ECA
Endeavour Capital Advisors
Connecticut
-$9.14M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.91M
4
MCA
Mendon Capital Advisors
Florida
-$1.59M
5
CRC
Curi RMB Capital
Illinois
-$1.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
76
Man Group
United Kingdom
$360K +$355K +19,301 New
HF
77
HRT Financial
New York
$359K +$354K +19,245 New
SCM
78
Sterling Capital Management
North Carolina
$356K +$326K +17,727 +1,337%
PWMAG
79
Pinnacle Wealth Management Advisory Group
New Jersey
$343K +$337K +18,350 New
EC
80
EntryPoint Capital
New York
$334K +$66.8K +3,636 +26%
Deutsche Bank
81
Deutsche Bank
Germany
$311K – – –
PA
82
PharVision Advisers
Florida
$309K +$305K +16,572 New
Invesco
83
Invesco
Georgia
$302K +$12.5K +680 +4%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$299K +$295K +16,035 New
Franklin Resources
85
Franklin Resources
California
$272K +$268K +14,584 New
MIM
86
MetLife Investment Management
New Jersey
$268K – – –
AL
87
Aspiriant LLC
California
$260K – – –
LCM
88
Legato Capital Management
California
$255K +$251K +13,651 New
WDC
89
Woodward Diversified Capital
California
$254K +$1.6K +87 +0.6%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$243K +$18K +978 +8%
CP
91
Creekside Partners
California
$240K – – –
PWM
92
Perigon Wealth Management
California
$232K – – –
FT
93
Fiduciary Trust
Massachusetts
$229K -$35.3K -1,921 -14%
First Manhattan
94
First Manhattan
New York
$219K – – –
CC
95
Centiva Capital
New York
$216K +$213K +11,594 New
QC
96
Quadrature Capital
United Kingdom
$204K +$201K +10,922 New
JF
97
Jump Financial
Illinois
$204K +$201K +10,909 New
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$202K +$46K +2,504 +30%
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$196K -$882 -48 -0.5%
PA
100
Parallel Advisors
California
$189K – – –
2 3
4
5 6

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.