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Southern California Bancorp

118 hedge funds and large institutions have $355M invested in Southern California Bancorp in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

7% more capital invested

Capital invested by funds: $331M → $355M (+$24.6M)

7% more funds holding

Funds holding: 110118 (+8)

0.76% more ownership

Funds ownership: 64.75%65.51% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
38
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$11.4K -$140K -8,496 -93%
AAP
102
Arax Advisory Partners
Colorado
$6.17K +$6.08K +370 New
EP
103
Essential Partners
California
$5.99K +$5.7K +347 +2,892%
Optiver Holding
104
Optiver Holding
Netherlands
$3.27K +$3.22K +196 New
HCA
105
Harbor Capital Advisors
Illinois
$3K +$99 +6 +4%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$2.3K +$558 +34 +33%
GI
107
GAMMA Investing
California
$2.25K
AF
108
Allworth Financial
California
$2.25K +$1.05K +64 +90%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2K -$19.9K -1,212 -90%
RFP
110
Root Financial Partners
California
$1.9K +$1.87K +114 New
IA
111
IFP Advisors
Florida
$1K +$985 +60 New
C
112
Covestor
United Kingdom
$1K +$887 +54 New
TWD
113
True Wealth Design
Ohio
$601
PFBT
114
Parkside Financial Bank & Trust
Missouri
$585
AssetMark Inc
115
AssetMark Inc
California
$467
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$267
SS
117
Sunbelt Securities
Texas
$133 +$131 +8 New
HNB
118
Huntington National Bank
Ohio
$17
Hotchkis & Wiley Capital Management
119
Hotchkis & Wiley Capital Management
California
-$3.51M -222,890 Closed
Citadel Advisors
120
Citadel Advisors
Florida
-$1.09M -69,341 Closed
Ameriprise
121
Ameriprise
Minnesota
-$605K -38,400 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$516K -32,736 Closed
Millennium Management
123
Millennium Management
New York
-$344K -21,799 Closed
SEI Investments
124
SEI Investments
Pennsylvania
-$254K -16,146 Closed
HF
125
HRT Financial
New York
-$244K -15,509 Closed

BCAL Hedge Fund Activity: Q3 2025 in Review

118 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q3 2025, worth a combined $355M — up 7.4% from $331M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BCAL positions and 8 closed out — a net gain of 8 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $22.7M. The largest seller was Fourthstone LLC, cutting an estimated $14.6M.

  • 118 institutional investors held Southern California Bancorp (BCAL) as of Q3 2025, up from 110 in Q2 2025.
  • Funds reported $355M of Southern California Bancorp stock for Q3 2025, up 7.4% quarter-over-quarter.
  • 16 funds opened new Southern California Bancorp positions in Q3 2025 and 8 closed out, a net change of +8 holders.
  • The largest Southern California Bancorp buyer in Q3 2025 was Wellington Management Group, an estimated $22.7M added.
  • The largest Southern California Bancorp seller in Q3 2025 was Fourthstone LLC, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2025.