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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
Russell Investments Group
101
Russell Investments Group
United Kingdom
$831 – – –
PFBT
102
Parkside Financial Bank & Trust
Missouri
$594 +$543 +20 New
BIG
103
Brooklyn Investment Group
New York
$30 – – –
HNB
104
Huntington National Bank
Ohio
$30 – – –
SS
105
SBI Securities
Japan
$30 – – –
Universal-Beteiligungs- und Servicegesellschaft
106
Universal-Beteiligungs- und Servicegesellschaft
Germany
– -$612K -21,935 Closed
Squarepoint
107
Squarepoint
New York
– -$338K -12,119 Closed
Creative Planning
108
Creative Planning
Kansas
– -$206K -7,399 Closed
CF
109
Corebridge Financial
Texas
– -$178K -6,376 Closed
SG Americas Securities
110
SG Americas Securities
New York
– -$156K -5,588 Closed
FMP
111
Financial Management Professionals
Texas
– -$28.2K -1,012 Closed
CCM
112
Coldstream Capital Management
Washington
– -$15.6K -560 Closed
T
113
Tidemark
California
– -$6.63K -238 Closed
SAM
114
Smartleaf Asset Management
Massachusetts
– -$4.8K -170 Closed
QCG
115
Quadrant Capital Group
Ohio
– -$2.12K -76 Closed
SW
116
SVB Wealth
Massachusetts
– -$2.12K -76 Closed
AAP
117
Arax Advisory Partners
Colorado
– -$1.53K -55 Closed
S
118
SignatureFD
Georgia
– -$1.53K -55 Closed
RIL
119
Rothschild Investment LLC
Illinois
– -$697 -25 Closed
NA
120
Nordwand Advisors
Pennsylvania
– -$279 -10 Closed
C
121
Covestor
United Kingdom
– -$54 -2 Closed
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.