Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRICO BANCSHARES (TCBK)

167 + Investors. Track Smart Money conviction in TCBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — TCBK

Based on 167 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TCBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
167 hedge funds hold TCBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

81 buying65 selling
Last quarter: 81 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TCBK position: 20 → 20 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
111 out of 167 hedge funds have held TCBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~22 new funds/quarter

19 → 20 → 20 → 16 → 22 new funds/Q
New funds entering each quarter: 20 → 20 → 16 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Of 167 current holders: 119 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
31 of 167 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in TCBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TCBK

How many hedge funds hold TCBK — quarterly history vs. share price
Quarterly hedge fund ownership of TCBK vs. share price

Market Analysis: TCBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TCBK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: TCBK
2026 Q1 Stats Unlock in 10 days 167 + Investors

Track Smart Money conviction in TCBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 167 154 8.44%
13F Shares 22M 22M 2.28%
Total Value $1.05B $958M 9.19%
New Positions 22 16 +6
Increased Positions 59 50 +9
Closed Positions 9 13 -4
Reduced Positions 56 54 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TCBK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

167 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TCBK. Verified SEC 13F-HR filings.

Top 25 institutional holders of TCBK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bolthouse Investments, LLC 15.20% 353,718 $16.8M
2 SWEENEY & MICHEL, LLC 1.86% 126,082 $6.3M
3 Chico Wealth RIA 1.27% 43,654 $2.1M
4 marrick wealth, LLC 0.66% 16,414 $780K
5 HEARTLAND ADVISORS INC 0.61% 250,000 $11.9M
6 Ridgewood Investments LLC 0.37% 19,063 $906K
7 MQS Management LLC 0.36% 11,153 $530K
8 San Luis Wealth Advisors LLC 0.30% 37,515 $1.8M
9 J. L. Bainbridge & Co., Inc. 0.10% 23,000 $1.1M
10 DEPRINCE RACE & ZOLLO INC 0.06% 70,224 $3.3M
11 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% 95,614 $4.5M
12 GSA CAPITAL PARTNERS LLP 0.05% 15,887 —
13 CALDWELL SUTTER CAPITAL, INC. 0.04% 2,102 $100K
14 HOHIMER WEALTH MANAGEMENT, LLC 0.03% 4,569 $217K
15 Golden State Wealth Management, LLC 0.02% 3,735 $178K
16 ABOUND FINANCIAL, LLC 0.02% 908 $43K
17 Krilogy Financial LLC 0.02% 11,650 $576K
18 Y-Intercept (Hong Kong) Ltd 0.01% 15,528 $738K
19 HANTZ FINANCIAL SERVICES, INC. 0.01% 19,283 —
20 HOERTKORN RICHARD CHARLES 0.01% 355 $17K
21 Longview Financial Advisors LLC 0.01% 511 $24K
22 ProShare Advisors LLC 0.01% 135,603 $6.4M
23 SG Americas Securities, LLC 0.00% 69,226 $3K
24 INTECH INVESTMENT MANAGEMENT LLC 0.00% 7,488 $356K
25 Russell Investments Group, Ltd. 0.00% 67,207 $3.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TRICO BANCSHARES (TCBK)

What does the Smart Money Trend signal show for TCBK?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TCBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TCBK?

Slight buying edge — 55% buying: Last quarter: 81 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TCBK holders?

Elite ownership — 62% AUM from top-100 funds: 31 of 167 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in TCBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TCBK?

66% of holders stayed for 2+ years: 111 out of 167 hedge funds have held TCBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.