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Southern California Bancorp

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: 118145 (+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: 42 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$6.87K +$4.28K +233 +173%
Optiver Holding
127
Optiver Holding
Netherlands
$3.66K
GI
128
GAMMA Investing
California
$3.38K +$846 +46 +34%
SAM
129
Smartleaf Asset Management
Massachusetts
$3.19K +$3.11K +169 New
HCA
130
Harbor Capital Advisors
Illinois
$3K -$55 -3 -2%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$2.58K
RFP
132
Root Financial Partners
California
$2.13K
C
133
Covestor
United Kingdom
$2K +$864 +47 +87%
MLA
134
MB, Levis & Associates
Pennsylvania
$1.87K +$1.84K +100 New
TM
135
Torren Management
California
$915 +$901 +49 New
FFA
136
Farther Finance Advisors
California
$877 +$864 +47 New
IA
137
IFP Advisors
Florida
$840 -$276 -15 -25%
TWD
138
True Wealth Design
Ohio
$691 +$18 +1 +3%
PFBT
139
Parkside Financial Bank & Trust
Missouri
$654
AssetMark Inc
140
AssetMark Inc
California
$523
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$300
SS
142
Sunbelt Securities
Texas
$187 +$37 +2 +25%
RIL
143
Rothschild Investment LLC
Illinois
$131 +$129 +7 New
AAP
144
Arax Advisory Partners
Colorado
$19 -$6.78K -369 -100%
HNB
145
Huntington National Bank
Ohio
$19
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
-$445K -26,693 Closed
SAG
147
SageView Advisory Group
California
-$371K -22,240 Closed
MFIM
148
Mesirow Financial Investment Management
Illinois
-$178K -10,668 Closed
IIM
149
INTECH Investment Management
Florida
-$168K -10,055 Closed

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.