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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
VGA
76
Vanguard Global Advisers
Pennsylvania
$969K +$968K +10,680 New
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$958K -$7.97K -88 -0.8%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$922K -$1.72K -19 -0.2%
Barclays
79
Barclays
United Kingdom
$909K -$1.1M -12,105 -55%
NW
80
NewEdge Wealth
Pennsylvania
$903K +$41.2K +455 +5%
WCM
81
Wedge Capital Management
North Carolina
$903K -$1.63K -18 -0.2%
LSV Asset Management
82
LSV Asset Management
Illinois
$889K +$498K +5,500 +128%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$809K -$2.23M -24,621 -73%
DA
84
Denali Advisors
California
$800K -$3.79M -41,784 -83%
IB
85
Intrust Bank
Kansas
$788K +$89.2K +985 +13%
EWM
86
Empirical Wealth Management
Washington
$772K +$175K +1,928 +29%
GC
87
Globeflex Capital
California
$751K
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$747K +$746K +8,236 New
VAM
89
Vanguard Asset Management
$734K +$734K +8,097 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$731K -$36.5K -403 -5%
Voloridge Investment Management
91
Voloridge Investment Management
Florida
$730K -$1.89M -20,895 -72%
SIM
92
SummerHaven Investment Management
Connecticut
$727K -$106K -1,165 -13%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$719K -$211K -2,328 -23%
Credit Agricole
94
Credit Agricole
France
$693K
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$686K -$21.3K -235 -3%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$661K +$84.5K +933 +15%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$635K +$62.4K +689 +11%
Connor, Clark & Lunn Investment Management (CC&L)
98
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$620K +$301K +3,321 +94%
KK
99
KLP Kapitalforvaltning
Norway
$608K
Allspring Global Investments
100
Allspring Global Investments
North Carolina
$598K +$60.6K +669 +11%