We are live on ! Find out more
BCAL icon

Southern California Bancorp

110 hedge funds and large institutions have $331M invested in Southern California Bancorp in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $295M → $331M (+$35.9M)

6% more funds holding

Funds holding: 104110 (+6)

0.79% more ownership

Funds ownership: 63.96%64.75% (+0.79%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
32
Reduced
36
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
101
Harbor Capital Advisors
Illinois
$2K +$599 +42 +40%
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$1.64K
PD
103
Point72 (DIFC)
United Arab Emirates
$1.32K +$1.2K +84 New
AF
104
Allworth Financial
California
$1.12K -$200 -14 -16%
IA
105
IFP Advisors
Florida
$1.12K
TWD
106
True Wealth Design
Ohio
$568 +$114 +8 +29%
PFBT
107
Parkside Financial Bank & Trust
Missouri
$552 +$499 +35 New
AssetMark Inc
108
AssetMark Inc
California
$441 +$399 +28 New
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$252 +$228 +16 New
EP
110
Essential Partners
California
$189 +$171 +12 New
HNB
111
Huntington National Bank
Ohio
$16
ZIM
112
Zacks Investment Management
Illinois
-$930K -64,904 Closed
Allspring Global Investments
113
Allspring Global Investments
North Carolina
-$244K -16,998 Closed
PP
114
PDT Partners
New York
-$239K -16,660 Closed
JF
115
Jump Financial
Illinois
-$228K -15,900 Closed
CF
116
Corebridge Financial
Texas
-$173K -12,052 Closed
SG Americas Securities
117
SG Americas Securities
New York
-$124K -8,623 Closed
WAOTB
118
Wealth Advisors of Tampa Bay
Florida
-$40K -2,790 Closed
LFG
119
Larson Financial Group
Missouri
-$11.4K -793 Closed
RTL
120
Red Tortoise LLC
Georgia
-$3.96K -276 Closed
BTI
121
Blue Trust Inc
Georgia
-$1.1K -77 Closed
CCM
122
Coldstream Capital Management
Washington
-$631 -44 Closed
PWA
123
Physician Wealth Advisors
Utah
-$631 -44 Closed

BCAL Hedge Fund Activity: Q2 2025 in Review

110 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q2 2025, worth a combined $331M — up 12% from $295M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCAL positions and 12 closed out — a net gain of 6 holders — while 32 added to existing stakes and 36 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $9.26M. The largest seller was Fourthstone LLC, cutting an estimated $3.13M.

  • 110 institutional investors held Southern California Bancorp (BCAL) as of Q2 2025, up from 104 in Q1 2025.
  • Funds reported $331M of Southern California Bancorp stock for Q2 2025, up 12% quarter-over-quarter.
  • 18 funds opened new Southern California Bancorp positions in Q2 2025 and 12 closed out, a net change of +6 holders.
  • The largest Southern California Bancorp buyer in Q2 2025 was Wellington Management Group, an estimated $9.26M added.
  • The largest Southern California Bancorp seller in Q2 2025 was Fourthstone LLC, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2025.