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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
Federated Hermes
51
Federated Hermes
Pennsylvania
$381K +$18.1K +665 +5%
Lazard Asset Management
52
Lazard Asset Management
New York
$379K +$41K +1,509 +13%
MA
53
MKT Advisors
California
$378K – – –
QCM
54
Quantinno Capital Management
New York
$337K +$78.6K +2,894 +34%
SO
55
STRS Ohio
Ohio
$324K +$21.7K +800 +8%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$307K -$34.6K -1,275 -11%
TI
57
Trexquant Investment
Connecticut
$303K -$82.9K -3,053 -23%
Invesco
58
Invesco
Georgia
$293K +$32K +1,177 +14%
Wells Fargo
59
Wells Fargo
California
$265K +$6.76K +249 +3%
IQI
60
Integrated Quantitative Investments
Washington
$246K – – –
BGIM
61
Brandywine Global Investment Management
Pennsylvania
$243K +$222K +8,192 New
UBS Group
62
UBS Group
Switzerland
$242K -$129K -4,740 -37%
MIM
63
MetLife Investment Management
New Jersey
$239K – – –
XT
64
XTX Topco
Cayman Islands
$236K +$216K +7,938 New
Franklin Resources
65
Franklin Resources
California
$226K – – –
IIM
66
INTECH Investment Management
Florida
$205K -$34.1K -1,254 -15%
Mirae Asset Global ETFs Holdings
67
Mirae Asset Global ETFs Holdings
Hong Kong
$204K -$23.7K -871 -11%
GC
68
Globeflex Capital
California
$187K – – –
Deutsche Bank
69
Deutsche Bank
Germany
$159K -$93.5K -3,443 -39%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$154K +$7.01K +258 +5%
Citigroup
71
Citigroup
New York
$150K -$131K -4,825 -49%
BL
72
BFSG LLC
California
$139K +$1.76K +65 +1%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$113K – – –
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$109K – – –
PFSRSONJ
75
Police & Firemen's Retirement System of New Jersey
New Jersey
$104K – – –
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.