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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
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$2.2M -$969K -10,700 -31%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.1M
SEI Investments
53
SEI Investments
Pennsylvania
$1.99M +$627K +6,919 +46%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$1.91M +$515K +5,690 +37%
YIH
55
Y-Intercept (HK)
Hong Kong
$1.86M +$865K +9,546 +87%
XT
56
XTX Topco
Cayman Islands
$1.82M +$1.82M +20,102 New
TI
57
Trexquant Investment
Connecticut
$1.76M -$1.76M -19,386 -50%
QT
58
Quantbot Technologies
New York
$1.75M +$1.28M +14,144 +272%
UBS AM
59
UBS AM
Illinois
$1.7M -$138K -1,519 -7%
Fisher Asset Management
60
Fisher Asset Management
Washington
$1.68M +$338K +3,728 +25%
ETC
61
Exchange Traded Concepts
Oklahoma
$1.41M +$1.41M +15,601 New
AOCA
62
Angel Oak Capital Advisors
Georgia
$1.41M +$951K +10,500 +210%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$1.33M +$62.3K +688 +5%
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$1.3M +$58.6K +647 +5%
WG
65
Winton Group
United Kingdom
$1.29M +$5.89K +65 +0.5%
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.27M +$14.4K +159 +1%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$1.27M +$38K +420 +3%
BCM
68
Bridgeway Capital Management
Texas
$1.24M -$45.3K -500 -4%
Squarepoint
69
Squarepoint
New York
$1.22M -$254K -2,799 -17%
Jane Street
70
Jane Street
New York
$1.19M -$966K -10,665 -45%
Deutsche Bank
71
Deutsche Bank
Germany
$1.08M +$82K +905 +8%
Citigroup
72
Citigroup
New York
$1.06M -$164K -1,809 -13%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$1.02M +$1.02M +11,261 New
Canada Life
74
Canada Life
Manitoba, Canada
$991K +$2.99K +33 +0.3%
UA
75
Unison Advisors
District of Columbia
$974K +$7.25K +80 +0.8%