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Southern California Bancorp

104 hedge funds and large institutions have $295M invested in Southern California Bancorp in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

4% more funds holding

Funds holding: 100104 (+4)

0.64% more ownership

Funds ownership: 63.32%63.96% (+0.64%)

12% less capital invested

Capital invested by funds: $337M → $295M (-$42.1M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
1.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
17
Increased
27
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$36M -$456K -29,372 -1%
ECA
2
Endeavour Capital Advisors
Connecticut
$35.2M
FL
3
Fourthstone LLC
Missouri
$34.5M -$9.33M -600,957 -20%
CCCPV
4
Castle Creek Capital Partners VI
California
$33.5M
BlackRock
5
BlackRock
New York
$21.2M -$630K -40,563 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.5M +$46.4K +2,989 +0.2%
BFC
7
Banc Funds Company
Illinois
$16.9M -$2.31M -148,487 -11%
FCM
8
FJ Capital Management
Virginia
$15.2M +$12.3M +793,828 +301%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M -$80.2K -5,166 -0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.93M +$200K +12,895 +2%
MCA
11
Mendon Capital Advisors
Florida
$6.18M -$195K -12,556 -3%
CRC
12
Curi RMB Capital
Illinois
$5.87M
State Street
13
State Street
Massachusetts
$5.55M +$626K +40,297 +12%
SCP
14
Siena Capital Partners
Illinois
$2.99M
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$2.84M +$3.07M +197,990 New
PU
16
Petiole USA
New York
$2.8M
Northern Trust
17
Northern Trust
Illinois
$2.68M -$130K -8,375 -4%
EC
18
EJF Capital
Virginia
$2.49M -$25.7K -1,655 -0.9%
HAI
19
Hennessy Advisors Inc
California
$1.79M -$854K -55,000 -31%
Morgan Stanley
20
Morgan Stanley
New York
$1.77M -$266K -17,116 -12%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.55M +$3.48K +224 +0.2%
KCM
22
Kennedy Capital Management
Missouri
$1.42M +$539K +34,715 +54%
Citadel Advisors
23
Citadel Advisors
Florida
$1.23M +$411K +26,451 +44%
Cerity Partners
24
Cerity Partners
New York
$1.22M -$1.55K -100 -0.1%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.17M +$629K +40,528 +98%

BCAL Hedge Fund Activity: Q1 2025 in Review

104 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Southern California Bancorp (BCAL) for Q1 2025, worth a combined $295M — down 12% from $337M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BCAL positions and 13 closed out — a net gain of 4 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $12.3M. The largest seller was Fourthstone LLC, cutting an estimated $9.33M.

  • 104 institutional investors held Southern California Bancorp (BCAL) as of Q1 2025, up from 100 in Q4 2024.
  • Funds reported $295M of Southern California Bancorp stock for Q1 2025, down 12% quarter-over-quarter.
  • 17 funds opened new Southern California Bancorp positions in Q1 2025 and 13 closed out, a net change of +4 holders.
  • The largest Southern California Bancorp buyer in Q1 2025 was FJ Capital Management, an estimated $12.3M added.
  • The largest Southern California Bancorp seller in Q1 2025 was Fourthstone LLC, an estimated $9.33M sold.

Based on aggregated 13F filings for Q1 2025.