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Preferred Bank
PFBC

Overview Fund Activity

206 hedge funds and large institutions have $931M invested in Preferred Bank in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 80 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
206
Holders Change
-15
Holders Change %
-6.79%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
80
Reduced
91
Closed
24
Calls
–
Puts
$86K
Net Calls
-$86K
Net Calls Change
+$725K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.63M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.92M
3
N
3
Numerai
California
$5.01M
4
American Century Companies
4
American Century Companies
Missouri
$25.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.37M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$12.7M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
BlackRock
4
BlackRock
New York
$105M
5
NL
5
Nuveen LLC
North Carolina
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$105M 1,216,791 -71,351 -6%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$99.6M 1,150,614 +1,630 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$76.7M 886,648 -3,702 -0.4%
State Street
4
State Street
Massachusetts
$52.8M 610,263 +10,366 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$52.6M 608,249 -25,422 -4%
Boston Partners
6
Boston Partners
Massachusetts
$46.4M 532,085 +6,963 +1%
Charles Schwab
7
Charles Schwab
California
$42M 485,683 +10,658 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$32.2M 372,081 +4,896 +1%
NL
9
Nuveen LLC
North Carolina
$29.8M 344,099 -65,931 -16%
American Century Companies
10
American Century Companies
Missouri
$25.3M 291,858 +34,796 +14%
Morgan Stanley
11
Morgan Stanley
New York
$18.7M 215,771 +33,735 +19%
UBS Group
12
UBS Group
Switzerland
$15.4M 178,214 -27,575 -13%
KCM
13
Kennedy Capital Management
Missouri
$15M 173,807 -3,592 -2%
Northern Trust
14
Northern Trust
Illinois
$13.7M 158,253 -11,794 -7%
Goldman Sachs
15
Goldman Sachs
New York
$13M 149,900 -12,143 -7%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$12.7M 147,150 +2,740 +2%
Millennium Management
17
Millennium Management
New York
$12.7M 146,769 +7,715 +6%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$12.7M 146,435 -81,741 -36%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.8M 135,792 -1,519 -1%
PFC
20
Phocas Financial Corp
California
$11M 127,541 +19 +0%
SCA
21
Stieven Capital Advisors
Missouri
$10.5M 121,021 +10,100 +9%
Two Sigma Investments
22
Two Sigma Investments
New York
$8.92M 103,094 +51,966 +102%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.32M 84,619 -14,271 -14%
DIA
24
Dana Investment Advisors
Wisconsin
$7.03M 81,211 -1,640 -2%
Renaissance Technologies
25
Renaissance Technologies
New York
$6.63M 76,655 -8,700 -10%
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