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Preferred Bank

208 hedge funds and large institutions have $933M invested in Preferred Bank in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-13
Holders Change %
-5.88%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
81
Reduced
91
Closed
24
Calls
Puts
$346K
Net Calls
-$346K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$6.63M +$4.68M +54,032 +239%
ProShare Advisors
27
ProShare Advisors
Maryland
$6.46M -$1.09M -12,597 -14%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.11M -$168K -1,937 -3%
MCM
29
Maltese Capital Management
New York
$6.06M -$367K -4,245 -6%
First Trust Advisors
30
First Trust Advisors
Illinois
$5.89M -$159K -1,837 -3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$5.37M -$10.3M -118,650 -66%
Bank of America
32
Bank of America
North Carolina
$5.35M +$1.79M +20,660 +50%
Invesco
33
Invesco
Georgia
$5.04M -$5.32M -61,462 -51%
N
34
Numerai
California
$5.01M +$4.38M +50,612 +691%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$4.87M +$874K +10,100 +22%
DLP
36
De Lisle Partners
United Kingdom
$4.73M +$130K +1,500 +3%
LSV Asset Management
37
LSV Asset Management
Illinois
$4.63M -$1.07M -12,376 -19%
Ameriprise
38
Ameriprise
Minnesota
$4.5M -$517K -5,976 -10%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.4M +$48.7K +563 +1%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$3.76M +$196K +2,267 +6%
WG
41
Winton Group
United Kingdom
$3.64M +$2.5M +28,835 +217%
KIM
42
Kestrel Investment Management
California
$3.59M -$173K -2,000 -5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.5M +$17.8K +206 +0.5%
Jane Street
44
Jane Street
New York
$3.41M -$2.34M -27,062 -41%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$3.32M +$415K +4,799 +14%
UBS AM
46
UBS AM
Illinois
$3.12M +$875K +10,110 +39%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$2.9M -$113K -1,300 -4%
Legal & General Group
48
Legal & General Group
United Kingdom
$2.89M -$27.9K -322 -1%
Barclays
49
Barclays
United Kingdom
$2.78M +$1.01M +11,706 +57%
Federated Hermes
50
Federated Hermes
Pennsylvania
$2.64M -$8.83K -102 -0.3%