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Sierra Bancorp

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: 114105 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
76
Osaic Holdings
Arizona
$79.7K +$2.66K +98 +4%
AAS
77
Ameritas Advisory Services
Nebraska
$71K +$65K +2,393 New
TRCT
78
Tower Research Capital (TRC)
New York
$67.3K +$22.5K +829 +58%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$47.8K -$46.2K -1,700 -51%
SWM
80
Spire Wealth Management
Virginia
$45.9K -$1.36K -50 -3%
AIP
81
Ameritas Investment Partners
Nebraska
$36.9K
WT
82
Whittier Trust
California
$34.4K
Legal & General Group
83
Legal & General Group
United Kingdom
$33.1K
Canada Life
84
Canada Life
Manitoba, Canada
$30K +$4.45K +164 +19%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$28.4K
Raymond James Financial
86
Raymond James Financial
Florida
$26.4K +$24.2K +891 New
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$17.5K
AB
88
Amalgamated Bank
New York
$15K
FFA
89
Farther Finance Advisors
California
$11.3K
SCM
90
Sterling Capital Management
North Carolina
$10.4K +$3.37K +124 +55%
IA
91
IFP Advisors
Florida
$9.32K +$2.91K +107 +60%
SIC
92
Salem Investment Counselors
North Carolina
$6.38K
GI
93
GAMMA Investing
California
$5.79K -$9.37K -345 -64%
NSIM
94
North Star Investment Management
Illinois
$5.34K
VCM
95
Versant Capital Management
Arizona
$5.11K
EP
96
Essential Partners
California
$3.03K +$2.77K +102 New
EWA
97
EverSource Wealth Advisors
Alabama
$2.61K +$1.93K +71 +418%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$1.54K
AF
99
Allworth Financial
California
$1.25K +$1.14K +42 New
CAL
100
Capital Advisors Ltd
Ohio
$1K

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.