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Sierra Bancorp
BSRR

108 hedge funds and large institutions have $218M invested in Sierra Bancorp in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

3% more funds holding

Funds holding: 105 → 108 (+3)

0.32% less ownership

Funds ownership: 55.94% → 55.62% (-0.32%)

5% less capital invested

Capital invested by funds: $230M → $218M (-$11.1M)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
31
Reduced
38
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$1.21M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$692K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$496K
4
Jane Street
Jane Street
New York
+$427K
5
Marshall Wace
Marshall Wace
United Kingdom
+$343K

Top Sellers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
-$1.96M
2
BlackRock
BlackRock
New York
-$1.49M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.22M
4
FL
Fourthstone LLC
Missouri
-$758K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$1.35M -$2.56K -85 -0.2%
JP Morgan Chase
27
JP Morgan Chase
New York
$1.2M +$94.3K +3,127 +8%
Jane Street
28
Jane Street
New York
$1.13M +$427K +14,163 +57%
Charles Schwab
29
Charles Schwab
California
$1.08M +$453 +15 +0%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.03M -$74.5K -2,470 -6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.02M +$238K +7,891 +29%
Two Sigma Investments
32
Two Sigma Investments
New York
$845K +$208K +6,884 +31%
N
33
Nuveen
North Carolina
$738K – – –
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$729K -$48.3K -1,600 -6%
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$679K -$144K -4,764 -17%
MA
36
Mutual Advisors
Nebraska
$663K -$30.2K -1,000 -4%
Barclays
37
Barclays
United Kingdom
$650K -$6.91K -229 -1%
Invesco
38
Invesco
Georgia
$608K +$337K +11,165 +113%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$558K -$17.1K -567 -3%
QCM
40
Quantinno Capital Management
New York
$544K +$225K +7,446 +66%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$517K +$14.5K +480 +3%
Millennium Management
42
Millennium Management
New York
$514K -$352K -11,651 -40%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$475K +$496K +16,437 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$464K – – –
Two Sigma Advisers
45
Two Sigma Advisers
New York
$451K +$39.2K +1,300 +9%
Mariner
46
Mariner
Kansas
$405K – – –
VOYA Investment Management
47
VOYA Investment Management
Georgia
$386K -$67.1K -2,224 -14%
PPW
48
Pasadena Private Wealth
California
$382K – – –
Federated Hermes
49
Federated Hermes
Pennsylvania
$375K +$4.04K +134 +1%
Lazard Asset Management
50
Lazard Asset Management
New York
$362K -$7.48K -248 -2%
1
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3 4 5

BSRR Hedge Fund Activity: Q3 2025 in Review

108 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q3 2025, worth a combined $218M — down 4.8% from $230M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BSRR positions and 7 closed out — a net gain of 3 holders — while 31 added to existing stakes and 38 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.21M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $1.96M sold.

  • 108 institutional investors held Sierra Bancorp (BSRR) as of Q3 2025, up from 105 in Q2 2025.
  • Funds reported $218M of Sierra Bancorp stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 10 funds opened new Sierra Bancorp positions in Q3 2025 and 7 closed out, a net change of +3 holders.
  • The largest Sierra Bancorp buyer in Q3 2025 was American Century Companies, an estimated $1.21M added.
  • The largest Sierra Bancorp seller in Q3 2025 was Segall Bryant & Hamill, an estimated $1.96M sold.

Based on aggregated 13F filings for Q3 2025.