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Sierra Bancorp
BSRR

114 hedge funds and large institutions have $215M invested in Sierra Bancorp in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 55.42% → 55.22% (-0.2%)

1% less funds holding

Funds holding: 115 → 114 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

7% less capital invested

Capital invested by funds: $231M → $215M (-$15.8M)

43% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 46

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$911K
2
Jane Street
Jane Street
New York
+$832K
3
PAM
Panagora Asset Management
Massachusetts
+$754K
4
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
+$649K
5
Ameriprise
Ameriprise
Minnesota
+$310K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.16M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.08M
3
ZIM
Zacks Investment Management
Illinois
-$1.04M
4
SBH
Segall Bryant & Hamill
Illinois
-$965K
5
Citadel Advisors
Citadel Advisors
Florida
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$339K -$473 -16 -0.1%
Squarepoint
52
Squarepoint
New York
$338K -$127K -4,303 -26%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$329K -$20.7K -700 -6%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$324K -$20.8K -702 -6%
MA
55
MKT Advisors
California
$315K – – –
Lazard Asset Management
56
Lazard Asset Management
New York
$314K +$41.3K +1,397 +14%
SO
57
STRS Ohio
Ohio
$282K – – –
Citigroup
58
Citigroup
New York
$275K -$27.5K -931 -9%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$269K +$286K +9,664 New
Deutsche Bank
60
Deutsche Bank
Germany
$245K -$17.5K -591 -6%
Wells Fargo
61
Wells Fargo
California
$242K +$11K +373 +4%
Invesco
62
Invesco
Georgia
$242K +$257K +8,675 New
QCM
63
Quantinno Capital Management
New York
$236K +$250K +8,465 New
IQI
64
Integrated Quantitative Investments
Washington
$231K +$245K +8,300 New
IIM
65
INTECH Investment Management
Florida
$228K +$242K +8,175 New
MIM
66
MetLife Investment Management
New Jersey
$224K -$6.33K -214 -3%
Mirae Asset Global ETFs Holdings
67
Mirae Asset Global ETFs Holdings
Hong Kong
$216K +$9.22K +312 +4%
Franklin Resources
68
Franklin Resources
California
$212K – – –
Creative Planning
69
Creative Planning
Kansas
$206K -$3.9K -132 -2%
CF
70
Corebridge Financial
Texas
$178K -$2.78K -94 -1%
GC
71
Globeflex Capital
California
$175K – – –
SG Americas Securities
72
SG Americas Securities
New York
$156K -$9.31K -315 -5%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$137K +$19.1K +647 +15%
BL
74
BFSG LLC
California
$129K -$6.21K -210 -4%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$106K – – –
1 2
3
4 5

BSRR Hedge Fund Activity: Q1 2025 in Review

114 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2025, worth a combined $215M — down 6.9% from $231M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BSRR and 12 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 26 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $911K. The largest seller was Banc Funds Company, cutting an estimated $2.16M.

  • 114 institutional investors held Sierra Bancorp (BSRR) as of Q1 2025, down from 115 in Q4 2024.
  • Funds reported $215M of Sierra Bancorp stock for Q1 2025, down 6.9% quarter-over-quarter.
  • 12 funds opened new Sierra Bancorp positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest Sierra Bancorp buyer in Q1 2025 was Fisher Asset Management, an estimated $911K added.
  • The largest Sierra Bancorp seller in Q1 2025 was Banc Funds Company, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2025.