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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
UBS Group
26
UBS Group
Switzerland
$7.42M +$2.13M +23,471 +40%
DIA
27
Dana Investment Advisors
Wisconsin
$7.2M -$113K -1,252 -2%
Principal Financial Group
28
Principal Financial Group
Iowa
$7.02M +$673K +7,434 +11%
VFT
29
Vanguard Fiduciary Trust
Pennsylvania
$6.67M +$6.67M +73,594 New
Fidelity Investments
30
Fidelity Investments
Massachusetts
$6.63M +$1.91M +21,135 +41%
ProShare Advisors
31
ProShare Advisors
Maryland
$6.5M +$588K +6,487 +10%
Millennium Management
32
Millennium Management
New York
$5.98M -$907K -10,010 -13%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.54M +$479K +5,290 +9%
First Trust Advisors
34
First Trust Advisors
Illinois
$5.09M +$452K +4,991 +10%
DLP
35
De Lisle Partners
United Kingdom
$5.09M +$136K +1,500 +3%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$5.06M +$2.71M +29,946 +116%
Franklin Resources
37
Franklin Resources
California
$4.84M +$2.03M +22,447 +73%
KIM
38
Kestrel Investment Management
California
$3.6M -$27.2K -300 -0.7%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$3.57M -$73.7K -814 -2%
Federated Hermes
40
Federated Hermes
Pennsylvania
$3.45M +$107K +1,184 +3%
Bank of America
41
Bank of America
North Carolina
$3.28M +$612K +6,759 +23%
AQR Capital Management
42
AQR Capital Management
Connecticut
$3.2M +$736K +8,129 +30%
Ameriprise
43
Ameriprise
Minnesota
$3.07M -$437K -4,825 -12%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.06M -$34.3K -379 -1%
Prudential Financial
45
Prudential Financial
New Jersey
$2.78M +$632K +6,980 +29%
Renaissance Technologies
46
Renaissance Technologies
New York
$2.71M -$1.8M -19,900 -40%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.55M -$1.55M -17,100 -38%
HF
48
HRT Financial
New York
$2.42M +$380K +4,199 +19%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.37M -$237K -2,619 -9%
RA
50
Royce & Associates
New York
$2.27M -$19K -210 -0.8%