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Southern California Bancorp

154 hedge funds and large institutions have $389M invested in Southern California Bancorp in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

86% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 35

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

6% more funds holding

Funds holding: 145154 (+9)

5.89% more ownership

Funds ownership: 61.67%67.56% (+5.9%)

5% more capital invested

Capital invested by funds: $372M → $389M (+$16.9M)

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
65
Reduced
35
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$30.6K +$5.09K +278 +19%
SPIA
127
Steward Partners Investment Advisory
New York
$30.3K
VCM
128
Versant Capital Management
Arizona
$28.1K +$1.28K +70 +5%
SOADOR
129
State of Alaska Department of Revenue
Alaska
$23K
California State Teachers Retirement System (CalSTRS)
130
California State Teachers Retirement System (CalSTRS)
California
$21.6K -$3.06K -167 -12%
EWA
131
EverSource Wealth Advisors
Alabama
$15.4K +$860 +47 +6%
ASN
132
Advisory Services Network
Georgia
$10.8K +$11.2K +610 New
C
133
Covestor
United Kingdom
$9K +$7.34K +401 +397%
AF
134
Allworth Financial
California
$8.12K +$1.65K +90 +24%
HCA
135
Harbor Capital Advisors
Illinois
$5K +$2.6K +142 +95%
GI
136
GAMMA Investing
California
$4.06K +$879 +48 +27%
Optiver Holding
137
Optiver Holding
Netherlands
$3.76K +$293 +16 +8%
SAM
138
Smartleaf Asset Management
Massachusetts
$2.95K
RFP
139
Root Financial Partners
California
$2.41K +$403 +22 +19%
CFB
140
Cullen/Frost Bankers
Texas
$2.32K -$33K -1,800 -93%
EP
141
Essential Partners
California
$2.13K -$4.74K -259 -68%
RIL
142
Rothschild Investment LLC
Illinois
$992 +$897 +49 +700%
IA
143
IFP Advisors
Florida
$815 +$18 +1 +2%
AAP
144
Arax Advisory Partners
Colorado
$691 +$696 +38 +3,800%
TWD
145
True Wealth Design
Ohio
$638 -$18 -1 -3%
PFBT
146
Parkside Financial Bank & Trust
Missouri
$621
FFA
147
Farther Finance Advisors
California
$517 -$330 -18 -38%
AssetMark Inc
148
AssetMark Inc
California
$496
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$337 -$2.18K -119 -86%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$285