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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
UBS AM
101
UBS AM
Illinois
$4.54K +$3.63K +104 +347%
Optiver Holding
102
Optiver Holding
Netherlands
$4.48K
Osaic Holdings
103
Osaic Holdings
Arizona
$2.54K -$92.7K -2,652 -97%
AAP
104
Arax Advisory Partners
Colorado
$2.04K -$175 -5 -8%
AssetMark Inc
105
AssetMark Inc
California
$1.66K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$1.56K -$105 -3 -6%
CAL
107
Capital Advisors Ltd
Ohio
$1K
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$984 -$19.6K -560 -95%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$676
SAM
110
Smartleaf Asset Management
Massachusetts
$606 +$210 +6 +50%
RFP
111
Root Financial Partners
California
$475 +$489 +14 New
TWD
112
True Wealth Design
Ohio
$441
US Bancorp
113
US Bancorp
Minnesota
$271 +$280 +8 New
MCM
114
MAI Capital Management
Ohio
$238 +$35 +1 +17%
RIL
115
Rothschild Investment LLC
Illinois
$170
HNB
116
Huntington National Bank
Ohio
$34
Marshall Wace
117
Marshall Wace
United Kingdom
-$664K -20,318 Closed
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
-$653K -19,985 Closed
Two Sigma Advisers
119
Two Sigma Advisers
New York
-$415K -12,700 Closed
Citadel Advisors
120
Citadel Advisors
Florida
-$389K -11,917 Closed
FL
121
Fourthstone LLC
Missouri
-$367K -11,229 Closed
GC
122
Globeflex Capital
California
-$205K -6,286 Closed
SG Americas Securities
123
SG Americas Securities
New York
-$153K -4,680 Closed
AB
124
Amalgamated Bank
New York
-$13K -385 Closed
SWM
125
Spire Wealth Management
Virginia
-$11.8K -360 Closed

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.