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Preferred Bank

221 hedge funds and large institutions have $952M invested in Preferred Bank in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $994M → $952M (-$42.5M)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

95% less call options, than puts

Call options by funds: $42K | Put options by funds: $853K

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42K
Puts
$853K
Net Calls
Net Calls Change

Top Buyers

1 +$7.29M
2 +$4.8M
3 +$3.38M
4
Jane Street
Jane Street
New York
+$2.49M
5
DA
Denali Advisors
California
+$2.2M

Top Sellers

1 -$7.07M
2 -$5.62M
3 -$3.47M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$7.14M
DIA
27
Dana Investment Advisors
Wisconsin
$6.93M
WAM
28
Weiss Asset Management
Massachusetts
$6.88M
MCM
29
Maltese Capital Management
New York
$6.21M
Principal Financial Group
30
Principal Financial Group
Iowa
$6.07M
First Trust Advisors
31
First Trust Advisors
Illinois
$5.84M
Jane Street
32
Jane Street
New York
$5.56M
LSV Asset Management
33
LSV Asset Management
Illinois
$5.51M
Ameriprise
34
Ameriprise
Minnesota
$4.85M
AQR Capital Management
35
AQR Capital Management
Connecticut
$4.8M
DLP
36
De Lisle Partners
United Kingdom
$4.45M
SBH
37
Segall Bryant & Hamill
Illinois
$4.28M
Two Sigma Investments
38
Two Sigma Investments
New York
$4.28M
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.21M
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$4.15M
Two Sigma Advisers
41
Two Sigma Advisers
New York
$3.87M
KIM
42
Kestrel Investment Management
California
$3.64M
Bank of America
43
Bank of America
North Carolina
$3.45M
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$3.44M
BCM
45
Bridgeway Capital Management
Texas
$3.37M
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$3.36M
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$2.91M
DA
48
Denali Advisors
California
$2.85M
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$2.83M
Legal & General Group
50
Legal & General Group
United Kingdom
$2.82M