We are live on ! Find out more
BCAL icon

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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.8M +$14.8M +802,947 +39%
AllianceBernstein
2
AllianceBernstein
Tennessee
$43.8M -$1.91M -104,054 -4%
ECA
3
Endeavour Capital Advisors
Connecticut
$33M -$9.14M -497,235 -22%
BlackRock
4
BlackRock
New York
$26.8M +$443K +24,075 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$24.5M +$136K +7,370 +0.6%
FCM
6
FJ Capital Management
Virginia
$23.7M
BFC
7
Banc Funds Company
Illinois
$14.3M -$1.27M -69,325 -8%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.2M -$88K -4,789 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$10.1M -$74.3K -4,043 -0.7%
State Street
10
State Street
Massachusetts
$7.97M -$276K -14,998 -3%
KCM
11
Kennedy Capital Management
Missouri
$6.81M +$15.4K +835 +0.2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$5.87M +$1.76M +95,771 +44%
FL
13
Fourthstone LLC
Missouri
$5.14M -$18.9M -1,025,962 -79%
MCA
14
Mendon Capital Advisors
Florida
$4.76M -$1.59M -86,462 -25%
CRC
15
Curi RMB Capital
Illinois
$4.55M -$1.5M -81,325 -25%
Morgan Stanley
16
Morgan Stanley
New York
$4.22M +$2.23M +121,357 +116%
Marshall Wace
17
Marshall Wace
United Kingdom
$4.09M +$2.13M +116,109 +113%
SCP
18
Siena Capital Partners
Illinois
$3.89M
Jane Street
19
Jane Street
New York
$3.84M +$2.78M +151,104 +278%
PU
20
Petiole USA
New York
$3.65M
Northern Trust
21
Northern Trust
Illinois
$3.35M -$262K -14,248 -7%
BCM
22
Bridgeway Capital Management
Texas
$2.97M +$862K +46,888 +42%
American Century Companies
23
American Century Companies
Missouri
$2.77M +$1.71M +93,007 +168%
EPCA
24
Elizabeth Park Capital Advisors
Ohio
$2.66M +$2.62M +142,646 New
HAI
25
Hennessy Advisors Inc
California
$2.15M -$184K -10,000 -8%

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.