Preferred Bank
PFBC
218 hedge funds and large institutions have $985M invested in Preferred Bank in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 20 closing their positions.
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
2% more funds holding
Funds holding: 213 → 218 (+5)
5% more capital invested
Capital invested by funds: $942M → $985M (+$43M)
0.03% more ownership
Funds ownership: 79.01% → 79.04% (+0.03%)
29% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$4.81M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.26M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.09M |
| 4 |
Goldman Sachs
New York
|
+$3.09M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$3.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$8.71M |
| 2 |
Millennium Management
New York
|
-$5.91M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$3.32M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.96M |
| 5 |
Morgan Stanley
New York
|
-$2.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Arrowstreet Capital
Boston,
Massachusetts
| – | -$280K | -3,095 | Closed |
|
227
Mariner
Overland Park,
Kansas
| – | -$280K | -3,093 | Closed |
|
|
PA
228
PharVision Advisers
Boca Raton,
Florida
| – | -$275K | -3,044 | Closed |
|
229
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$253K | -2,714 | Closed |
|
|
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$70K | -774 | Closed |
|
|
WANY
231
Wealthspire Advisors (New York)
New York
| – | -$11.8K | -131 | Closed |
|
|
C
232
Covestor
London,
United Kingdom
| – | -$8.02K | -86 | -96% |
|
233
Simplex Trading
Chicago,
Illinois
| – | -$6K | -77 | Closed |
|
234
Optiver Holding
Amsterdam,
Netherlands
| – | -$3.62K | -40 | Closed |
|
|
MG
235
Mather Group
Chicago,
Illinois
| – | -$2.71K | -30 | Closed |
|
|
S
236
SignatureFD
Atlanta,
Georgia
| – | -$633 | -7 | Closed |
|
|
CT
237
Clearstead Trust
Portland,
Maine
| – | -$452 | -5 | Closed |
|
PFBC Hedge Fund Activity: Q4 2025 in Review
218 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q4 2025, worth a combined $985M — up 4.6% from $942M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PFBC positions and 20 closed out — a net gain of 9 holders — while 65 added to existing stakes and 91 trimmed.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $4.81M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $8.71M.
- 218 institutional investors held Preferred Bank (PFBC) as of Q4 2025, up from 213 in Q3 2025.
- Funds reported $985M of Preferred Bank stock for Q4 2025, up 4.6% quarter-over-quarter.
- 29 funds opened new Preferred Bank positions in Q4 2025 and 20 closed out, a net change of +9 holders.
- The largest Preferred Bank buyer in Q4 2025 was Qube Research & Technologies (QRT), an estimated $4.81M added.
- The largest Preferred Bank seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $8.71M sold.
Based on aggregated 13F filings for Q4 2025.