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Sierra Bancorp
BSRR

105 hedge funds and large institutions have $230M invested in Sierra Bancorp in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 27

7% more capital invested

Capital invested by funds: $215M → $230M (+$14.7M)

0.73% more ownership

Funds ownership: 55.22% → 55.94% (+0.73%)

8% less funds holding

Funds holding: 114 → 105 (-9)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
105
Holders Change
-9
Holders Change %
-7.89%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
41
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
CSM Advisors
Pennsylvania
+$4.62M
2
SBH
Segall Bryant & Hamill
Illinois
+$1.41M
3
Bank of America
Bank of America
North Carolina
+$1.38M
4
American Century Companies
American Century Companies
Missouri
+$1.29M
5
Ameriprise
Ameriprise
Minnesota
+$898K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.18M
2
BFC
Banc Funds Company
Illinois
-$880K
3
State Street
State Street
Massachusetts
-$751K
4
Northern Trust
Northern Trust
Illinois
-$635K
5
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
-$612K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.42M +$15.7K +577 +1%
MAM
27
Martingale Asset Management
Massachusetts
$1.39M +$5.7K +210 +0.5%
Fisher Asset Management
28
Fisher Asset Management
Washington
$1.21M +$266K +9,797 +32%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.14M -$400K -14,715 -28%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.13M -$15.8K -583 -2%
Charles Schwab
31
Charles Schwab
California
$1.11M +$8.91K +328 +0.9%
Millennium Management
32
Millennium Management
New York
$874K +$401K +14,762 +101%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$838K -$160K -5,895 -17%
AQR Capital Management
34
AQR Capital Management
Connecticut
$813K +$89.9K +3,311 +14%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$796K -$27.2K -1,000 -4%
MA
36
Mutual Advisors
Nebraska
$792K – – –
FL
37
Fourthstone LLC
Missouri
$758K +$693K +25,522 New
N
38
Nuveen
North Carolina
$758K -$242K -8,919 -26%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$738K +$413K +15,205 +157%
Jane Street
40
Jane Street
New York
$736K -$90.3K -3,323 -12%
Barclays
41
Barclays
United Kingdom
$674K +$196K +7,230 +47%
Two Sigma Investments
42
Two Sigma Investments
New York
$664K +$94.8K +3,491 +19%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$590K +$14.3K +527 +3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$548K -$21.1K -778 -4%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$516K +$56K +2,063 +13%
AllianceBernstein
46
AllianceBernstein
Tennessee
$477K +$77.1K +2,840 +21%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$462K +$38.7K +1,426 +10%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$425K +$67.9K +2,500 +21%
Mariner
49
Mariner
Kansas
$416K +$18.5K +681 +5%
PPW
50
Pasadena Private Wealth
California
$392K – – –
1
2
3 4 5

BSRR Hedge Fund Activity: Q2 2025 in Review

105 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q2 2025, worth a combined $230M — up 6.9% from $215M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BSRR and 9 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 41 added.

The largest buyer was CSM Advisors, opening a new position worth an estimated $4.62M. The largest seller was BlackRock, cutting an estimated $2.18M.

  • 105 institutional investors held Sierra Bancorp (BSRR) as of Q2 2025, down from 114 in Q1 2025.
  • Funds reported $230M of Sierra Bancorp stock for Q2 2025, up 6.9% quarter-over-quarter.
  • 9 funds opened new Sierra Bancorp positions in Q2 2025 and 16 closed out, a net change of -7 holders.
  • The largest Sierra Bancorp buyer in Q2 2025 was CSM Advisors, an estimated $4.62M added.
  • The largest Sierra Bancorp seller in Q2 2025 was BlackRock, an estimated $2.18M sold.

Based on aggregated 13F filings for Q2 2025.