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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$40.9M -$337K -20,550 -0.8%
CCCPV
2
Castle Creek Capital Partners VI
California
$39M
ECA
3
Endeavour Capital Advisors
Connecticut
$37.7M -$2.39M -145,252 -6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$34.7M +$22.7M +1,385,202 +199%
BlackRock
5
BlackRock
New York
$23.5M -$128K -7,814 -0.6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$21.8M +$3.22K +196 +0%
FL
7
Fourthstone LLC
Missouri
$21.7M -$14.6M -888,277 -41%
FCM
8
FJ Capital Management
Virginia
$21.2M
BFC
9
Banc Funds Company
Illinois
$13.9M -$2.59M -157,920 -16%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.8M -$68.4K -4,166 -0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.1M -$68.1K -4,146 -0.8%
State Street
12
State Street
Massachusetts
$7.34M +$185K +11,271 +3%
KCM
13
Kennedy Capital Management
Missouri
$6.07M +$2.6M +158,270 +77%
MCA
14
Mendon Capital Advisors
Florida
$5.69M -$389K -23,660 -6%
CRC
15
Curi RMB Capital
Illinois
$5.42M -$120K -7,320 -2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$3.65M +$1.1M +67,238 +44%
SCP
17
Siena Capital Partners
Illinois
$3.48M
PU
18
Petiole USA
New York
$3.26M
Northern Trust
19
Northern Trust
Illinois
$3.23M -$25.3K -1,543 -0.8%
HAI
20
Hennessy Advisors Inc
California
$2.08M
BCM
21
Bridgeway Capital Management
Texas
$1.87M +$851K +51,826 +86%
Morgan Stanley
22
Morgan Stanley
New York
$1.74M +$39.6K +2,410 +2%
Marshall Wace
23
Marshall Wace
United Kingdom
$1.72M +$235K +14,279 +16%
EC
24
EJF Capital
Virginia
$1.59M -$309K -18,835 -16%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.45M +$1.09M +66,430 +321%

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.