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Preferred Bank

209 hedge funds and large institutions have $933M invested in Preferred Bank in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $346K

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$346K
Net Calls
Net Calls Change

Top Buyers

1 +$4.68M
2 +$4.5M
3 +$4.38M
4
American Century Companies
American Century Companies
Missouri
+$3.01M
5
Morgan Stanley
Morgan Stanley
New York
+$2.92M

Top Sellers

1 -$10.3M
2 -$7.09M
3 -$6.88M
4
BlackRock
BlackRock
New York
-$6.18M
5
NL
Nuveen LLC
North Carolina
-$5.71M