We are live on ! Find out more
BSRR icon

Sierra Bancorp
BSRR

114 hedge funds and large institutions have $215M invested in Sierra Bancorp in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 55.42% → 55.22% (-0.2%)

1% less funds holding

Funds holding: 115 → 114 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

7% less capital invested

Capital invested by funds: $231M → $215M (-$15.8M)

43% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 46

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
26
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$911K
2
Jane Street
Jane Street
New York
+$832K
3
PAM
Panagora Asset Management
Massachusetts
+$754K
4
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
+$649K
5
Ameriprise
Ameriprise
Minnesota
+$310K

Top Sellers

1
BFC
Banc Funds Company
Illinois
-$2.16M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.08M
3
ZIM
Zacks Investment Management
Illinois
-$1.04M
4
SBH
Segall Bryant & Hamill
Illinois
-$965K
5
Citadel Advisors
Citadel Advisors
Florida
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$39.6M -$698K -23,597 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.8M -$397K -13,429 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.2M -$809K -27,360 -4%
PMG
4
Private Management Group
California
$16.1M -$149K -5,035 -0.9%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11M +$32.4K +1,096 +0.3%
State Street
6
State Street
Massachusetts
$8.61M -$509K -17,224 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$8.39M +$139K +4,686 +2%
Ameriprise
8
Ameriprise
Minnesota
$5.73M +$310K +10,486 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$5.67M +$137K +4,626 +2%
Northern Trust
10
Northern Trust
Illinois
$5.6M -$223K -7,531 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.51M -$115K -3,900 -2%
FP
12
Foundry Partners
Minnesota
$4.9M -$31.5K -1,065 -0.6%
BFC
13
Banc Funds Company
Illinois
$4.29M -$2.16M -72,900 -32%
American Century Companies
14
American Century Companies
Missouri
$3.75M +$223K +7,544 +6%
Morgan Stanley
15
Morgan Stanley
New York
$3.71M -$432K -14,597 -10%
BCM
16
Bridgeway Capital Management
Texas
$3.55M -$133K -4,513 -3%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$3.39M -$551K -18,630 -13%
Goldman Sachs
18
Goldman Sachs
New York
$3.31M -$409K -13,846 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.97M -$15.3K -516 -0.5%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.7M – – –
EF
21
Empowered Funds
Pennsylvania
$2.07M -$133K -4,513 -6%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.63M +$53.7K +1,817 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.48M -$1.08M -36,404 -41%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.32M -$35.2K -1,191 -2%
MAM
25
Martingale Asset Management
Massachusetts
$1.3M +$135K +4,567 +11%
1
2 3 4 5

BSRR Hedge Fund Activity: Q1 2025 in Review

114 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sierra Bancorp (BSRR) for Q1 2025, worth a combined $215M — down 6.9% from $231M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BSRR and 12 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 26 added.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $911K. The largest seller was Banc Funds Company, cutting an estimated $2.16M.

  • 114 institutional investors held Sierra Bancorp (BSRR) as of Q1 2025, down from 115 in Q4 2024.
  • Funds reported $215M of Sierra Bancorp stock for Q1 2025, down 6.9% quarter-over-quarter.
  • 12 funds opened new Sierra Bancorp positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest Sierra Bancorp buyer in Q1 2025 was Fisher Asset Management, an estimated $911K added.
  • The largest Sierra Bancorp seller in Q1 2025 was Banc Funds Company, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2025.