Preferred Bank
PFBC
209 hedge funds and large institutions have $932M invested in Preferred Bank in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 25 closing their positions.
5.18% more ownership
Funds ownership: 76.47% → 81.65% (+5.2%)
2% less capital invested
Capital invested by funds: $953M → $932M (-$20.5M)
5% less funds holding
Funds holding: 221 → 209 (-12)
11% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 91
36% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 25
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $346K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.45M |
| 2 |
Two Sigma Investments
New York
|
+$4.28M |
| 3 |
N
Numerai
San Francisco,
California
|
+$4.17M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$2.87M |
| 5 |
Morgan Stanley
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.78M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$6.88M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$6.74M |
| 4 |
BlackRock
New York
|
-$5.88M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
226
CIBC World Markets
New York
| – | -$227K | -2,712 | Closed |
|
227
DZ Bank
Frankfurt Am Main,
Germany
| – | -$203K | -2,425 | Closed |
|
|
PCM
228
Palouse Capital Management
Spokane,
Washington
| – | -$83.6K | -999 | Closed |
|
229
KBC Group
Brussels,
Belgium
| – | -$76K | -914 | Closed |
|
|
QCG
230
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$19.8K | -237 | Closed |
|
|
CCM
231
Coldstream Capital Management
Bellevue,
Washington
| – | -$7.28K | -87 | Closed |
|
|
MG
232
Mather Group
Chicago,
Illinois
| – | -$2.51K | -30 | Closed |
|
|
FHA
233
First Horizon Advisors
Memphis,
Tennessee
| – | -$1.59K | -19 | Closed |
|
PFBC Hedge Fund Activity: Q2 2025 in Review
209 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q2 2025, worth a combined $932M — down 2.2% from $953M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of PFBC and 16 opened new positions — a net loss of 9 holders — while 91 trimmed existing stakes and 81 added.
The largest buyer was Citadel Advisors, adding an estimated $4.45M. The largest seller was JP Morgan Chase, cutting an estimated $9.78M.
- 209 institutional investors held Preferred Bank (PFBC) as of Q2 2025, down from 221 in Q1 2025.
- Funds reported $932M of Preferred Bank stock for Q2 2025, down 2.2% quarter-over-quarter.
- 16 funds opened new Preferred Bank positions in Q2 2025 and 25 closed out, a net change of -9 holders.
- The largest Preferred Bank buyer in Q2 2025 was Citadel Advisors, an estimated $4.45M added.
- The largest Preferred Bank seller in Q2 2025 was JP Morgan Chase, an estimated $9.78M sold.
Based on aggregated 13F filings for Q2 2025.