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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$39M -$600K -42,075 -2%
ECA
2
Endeavour Capital Advisors
Connecticut
$37.9M -$669K -46,926 -2%
CCCPV
3
Castle Creek Capital Partners VI
California
$36.9M
FL
4
Fourthstone LLC
Missouri
$34.5M -$3.13M -219,507 -9%
BlackRock
5
BlackRock
New York
$22.3M -$927K -65,020 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$20.6M +$229K +16,036 +1%
FCM
7
FJ Capital Management
Virginia
$20M +$3.05M +213,711 +20%
BFC
8
Banc Funds Company
Illinois
$15.7M -$2.69M -188,478 -16%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M -$92.4K -6,480 -0.8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$10.9M +$9.26M +649,896 +1,451%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.66M -$47.3K -3,321 -0.6%
State Street
12
State Street
Massachusetts
$6.75M +$588K +41,252 +11%
MCA
13
Mendon Capital Advisors
Florida
$5.75M -$943K -66,139 -15%
CRC
14
Curi RMB Capital
Illinois
$5.24M -$1.1M -77,309 -19%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$3.51M +$355K +24,900 +13%
SCP
16
Siena Capital Partners
Illinois
$3.29M
KCM
17
Kennedy Capital Management
Missouri
$3.24M +$1.52M +106,405 +107%
PU
18
Petiole USA
New York
$3.08M
Northern Trust
19
Northern Trust
Illinois
$3.07M +$114K +7,966 +4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$2.39M +$619K +43,424 +40%
HAI
21
Hennessy Advisors Inc
California
$1.97M
EC
22
EJF Capital
Virginia
$1.8M -$850K -59,663 -34%
Morgan Stanley
23
Morgan Stanley
New York
$1.61M -$305K -21,382 -17%
Marshall Wace
24
Marshall Wace
United Kingdom
$1.4M +$954K +66,931 +306%
Jane Street
25
Jane Street
New York
$1.34M +$853K +59,843 +240%

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.