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Sierra Bancorp

114 hedge funds and large institutions have $246M invested in Sierra Bancorp in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $218M → $246M (+$27.2M)

6% more funds holding

Funds holding: 108114 (+6)

0.9% more ownership

Funds ownership: 55.62%56.52% (+0.9%)

19% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 42

Holders
114
Holders Change
+6
Holders Change %
+5.56%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$5.03K +$2.33K +77 +100%
Optiver Holding
102
Optiver Holding
Netherlands
$4.31K
AAP
103
Arax Advisory Partners
Colorado
$2.13K -$32.3K -1,069 -94%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.6K -$91 -3 -6%
AssetMark Inc
105
AssetMark Inc
California
$1.6K +$1.48K +49 New
CAL
106
Capital Advisors Ltd
Ohio
$1K
UBS AM
107
UBS AM
Illinois
$980 +$908 +30 New
PFBT
108
Parkside Financial Bank & Trust
Missouri
$654
TWD
109
True Wealth Design
Ohio
$425
SAM
110
Smartleaf Asset Management
Massachusetts
$393
MCM
111
MAI Capital Management
Ohio
$197 +$182 +6 New
RIL
112
Rothschild Investment LLC
Illinois
$163 +$61 +2 +67%
HNB
113
Huntington National Bank
Ohio
$33
Lazard Asset Management
114
Lazard Asset Management
New York
-$362K -12,529 Closed
HSBC Holdings
115
HSBC Holdings
United Kingdom
-$314K -11,009 Closed
XT
116
XTX Topco
Cayman Islands
-$256K -8,849 Closed
IQI
117
Integrated Quantitative Investments
Washington
-$240K -8,300 Closed
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
-$231K -7,980 Closed
First Trust Advisors
119
First Trust Advisors
Illinois
-$218K -7,543 Closed
SIC
120
Salem Investment Counselors
North Carolina
-$6.22K -215 Closed
SS
121
SBI Securities
Japan
-$29 -1 Closed
C
122
Covestor
United Kingdom
+$121 +4 New

BSRR Hedge Fund Activity: Q4 2025 in Review

114 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q4 2025, worth a combined $246M — up 12% from $218M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BSRR positions and 8 closed out — a net gain of 6 holders — while 34 added to existing stakes and 42 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $7.84M. The largest seller was Ameriprise, cutting an estimated $6.04M.

  • 114 institutional investors held Sierra Bancorp (BSRR) as of Q4 2025, up from 108 in Q3 2025.
  • Funds reported $246M of Sierra Bancorp stock for Q4 2025, up 12% quarter-over-quarter.
  • 14 funds opened new Sierra Bancorp positions in Q4 2025 and 8 closed out, a net change of +6 holders.
  • The largest Sierra Bancorp buyer in Q4 2025 was Janus Henderson Group, an estimated $7.84M added.
  • The largest Sierra Bancorp seller in Q4 2025 was Ameriprise, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2025.