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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
BlackRock
1
BlackRock
New York
$39.8M -$2.18M -80,239 -6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$28.3M -$216K -7,944 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.1M +$567K +20,893 +3%
PMG
4
Private Management Group
California
$17.4M +$208K +7,641 +1%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.5M -$186K -6,860 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$8.86M -$71.8K -2,643 -0.9%
State Street
7
State Street
Massachusetts
$8.35M -$751K -27,641 -9%
Ameriprise
8
Ameriprise
Minnesota
$7.08M +$898K +33,048 +16%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.82M -$46.2K -1,700 -0.9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$5.66M -$341K -12,541 -6%
American Century Companies
11
American Century Companies
Missouri
$5.4M +$1.29M +47,474 +35%
Northern Trust
12
Northern Trust
Illinois
$5.27M -$635K -23,395 -12%
CA
13
CSM Advisors
Pennsylvania
$5.06M +$4.62M +170,270 New
Morgan Stanley
14
Morgan Stanley
New York
$4.18M +$215K +7,923 +6%
BCM
15
Bridgeway Capital Management
Texas
$3.85M +$67.1K +2,472 +2%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.61M
BFC
17
Banc Funds Company
Illinois
$3.61M -$880K -32,407 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.19M +$21.8K +802 +0.8%
Goldman Sachs
19
Goldman Sachs
New York
$3.09M -$400K -14,714 -12%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.88M
EF
21
Empowered Funds
Pennsylvania
$2.28M +$67.1K +2,472 +3%
SBH
22
Segall Bryant & Hamill
Illinois
$1.96M +$1.41M +51,981 +367%
Bank of America
23
Bank of America
North Carolina
$1.91M +$1.38M +50,714 +372%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$1.79M +$47.4K +1,744 +3%
PAM
25
Panagora Asset Management
Massachusetts
$1.43M +$112K +4,107 +9%

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.