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Preferred Bank

206 hedge funds and large institutions have $919M invested in Preferred Bank in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

2.17% less ownership

Funds ownership: 79.04%76.86% (-2.2%)

6% less funds holding

Funds holding: 218206 (-12)

7% less capital invested

Capital invested by funds: $985M → $919M (-$65.3M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
77
Reduced
78
Closed
31
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$109M -$134K -1,477 -0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$98.1M +$3.31M +36,519 +3%
State Street
3
State Street
Massachusetts
$53.4M +$4.29M +47,371 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.5M -$652K -7,195 -1%
VCM
5
Vanguard Capital Management
Pennsylvania
$45.5M +$45.5M +501,919 New
Charles Schwab
6
Charles Schwab
California
$37.8M -$7.07M -78,039 -16%
American Century Companies
7
American Century Companies
Missouri
$36.3M +$3.08M +34,000 +9%
Boston Partners
8
Boston Partners
Massachusetts
$35.9M -$8.78M -96,960 -20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.1M +$1.34M +14,828 +4%
N
10
Nuveen
North Carolina
$30.2M -$2.05M -22,603 -6%
VPM
11
Vanguard Portfolio Management
Pennsylvania
$22.7M +$22.7M +250,185 New
KCM
12
Kennedy Capital Management
Missouri
$20M +$1.9M +20,985 +11%
Morgan Stanley
13
Morgan Stanley
New York
$19.2M +$34.2K +377 +0.2%
Two Sigma Investments
14
Two Sigma Investments
New York
$16.8M +$7.09M +78,231 +73%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$15.6M +$2.46M +27,169 +19%
Goldman Sachs
16
Goldman Sachs
New York
$14.8M -$3.91M -43,173 -21%
Northern Trust
17
Northern Trust
Illinois
$13.4M +$341K +3,762 +3%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$12.8M +$216K +2,380 +2%
SCA
19
Stieven Capital Advisors
Missouri
$11.1M +$426K +4,700 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.9M -$373K -4,116 -3%
Invesco
21
Invesco
Georgia
$9.93M +$687K +7,581 +7%
PFC
22
Phocas Financial Corp
California
$9.22M -$2.56M -28,221 -22%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$9.16M -$2.28M -25,219 -20%
Citadel Advisors
24
Citadel Advisors
Florida
$7.87M +$1.76M +19,406 +29%
MCM
25
Maltese Capital Management
New York
$7.55M +$1.67M +18,475 +29%