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Preferred Bank

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.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

2% more funds holding

Funds holding: 213218 (+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

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
65
Reduced
91
Closed
20
Calls
$256K
Puts
Net Calls
+$256K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$6.37M +$4.26M +45,750 +211%
ProShare Advisors
27
ProShare Advisors
Maryland
$6.16M -$213K -2,284 -3%
MCM
28
Maltese Capital Management
New York
$6.12M -$719K -7,712 -11%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$5.93M -$214K -2,300 -4%
UBS Group
30
UBS Group
Switzerland
$5.51M -$2.33M -24,983 -30%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.27M -$57K -611 -1%
DLP
32
De Lisle Partners
United Kingdom
$5.16M
Fidelity Investments
33
Fidelity Investments
Massachusetts
$4.91M +$932K +10,001 +24%
First Trust Advisors
34
First Trust Advisors
Illinois
$4.83M -$1.03M -11,056 -18%
DA
35
Denali Advisors
California
$4.78M +$1.53M +16,400 +48%
Renaissance Technologies
36
Renaissance Technologies
New York
$4.7M -$2.31M -24,800 -33%
JP Morgan Chase
37
JP Morgan Chase
New York
$4.3M +$191K +2,052 +5%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$3.79M -$3.73K -40 -0.1%
KIM
39
Kestrel Investment Management
California
$3.78M -$131K -1,400 -3%
TI
40
Trexquant Investment
Connecticut
$3.66M +$3.08M +32,988 +573%
Ameriprise
41
Ameriprise
Minnesota
$3.65M -$160K -1,720 -4%
Federated Hermes
42
Federated Hermes
Pennsylvania
$3.48M +$639K +6,859 +23%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$3.3M +$340K +3,650 +12%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.22M -$520K -5,576 -14%
Marshall Wace
45
Marshall Wace
United Kingdom
$3.17M +$2.88M +30,869 +1,143%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.17M -$1.87M -20,099 -37%
ACL
47
Azora Capital LP
Florida
$3.11M +$3.07M +32,882 New
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$2.93M -$112K -1,200 -4%
Franklin Resources
49
Franklin Resources
California
$2.92M +$87.7K +941 +3%
Bank of America
50
Bank of America
North Carolina
$2.78M -$910K -9,761 -25%

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.