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Sierra Bancorp

116 hedge funds and large institutions have $257M invested in Sierra Bancorp in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 114116 (+2)

5% more capital invested

Capital invested by funds: $246M → $257M (+$11.4M)

0.95% more ownership

Funds ownership: 56.52%57.47% (+0.95%)

38% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 47

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
47
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
51
Pasadena Private Wealth
California
$448K -$6.99K -200 -1%
MA
52
MKT Advisors
California
$426K
Deutsche Bank
53
Deutsche Bank
Germany
$399K -$11.7K -334 -3%
SO
54
STRS Ohio
Ohio
$370K
Lazard Asset Management
55
Lazard Asset Management
New York
$358K +$369K +10,542 New
Prudential Financial
56
Prudential Financial
New Jersey
$357K +$368K +10,516 New
SEI Investments
57
SEI Investments
Pennsylvania
$284K +$293K +8,383 New
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$281K +$25.6K +733 +10%
IQI
59
Integrated Quantitative Investments
Washington
$280K +$289K +8,265 New
MIM
60
MetLife Investment Management
New Jersey
$273K
UBS Group
61
UBS Group
Switzerland
$247K -$49.6K -1,419 -16%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$246K -$95.6K -2,735 -27%
Canada Pension Plan Investment Board
63
Canada Pension Plan Investment Board
Ontario, Canada
$237K
GI
64
Gradient Investments
Minnesota
$223K
Creative Planning
65
Creative Planning
Kansas
$210K +$216K +6,183 New
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$207K +$213K +6,097 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$202K -$1.75K -50 -0.8%
OQS
68
Occudo Quantitative Strategies
Florida
$201K -$36.8K -1,054 -16%
Mirae Asset Global ETFs Holdings
69
Mirae Asset Global ETFs Holdings
Hong Kong
$198K +$4.75K +136 +2%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$196K +$92.5K +2,646 +84%
Wells Fargo
71
Wells Fargo
California
$192K -$306K -8,765 -61%
VGA
72
Vanguard Global Advisers
Pennsylvania
$167K +$172K +4,931 New
Barclays
73
Barclays
United Kingdom
$155K -$605K -17,317 -79%
BL
74
BFSG LLC
California
$154K
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$129K

BSRR Hedge Fund Activity: Q1 2026 in Review

116 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2026, worth a combined $257M — up 4.7% from $246M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSRR positions and 10 closed out — a net gain of 4 holders — while 29 added to existing stakes and 47 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $4.88M. The largest seller was Martingale Asset Management, cutting an estimated $927K.

  • 116 institutional investors held Sierra Bancorp (BSRR) as of Q1 2026, up from 114 in Q4 2025.
  • Funds reported $257M of Sierra Bancorp stock for Q1 2026, up 4.7% quarter-over-quarter.
  • 14 funds opened new Sierra Bancorp positions in Q1 2026 and 10 closed out, a net change of +4 holders.
  • The largest Sierra Bancorp buyer in Q1 2026 was Basswood Capital Management, an estimated $4.88M added.
  • The largest Sierra Bancorp seller in Q1 2026 was Martingale Asset Management, an estimated $927K sold.

Based on aggregated 13F filings for Q1 2026.