Preferred Bank
PFBC
221 hedge funds and large institutions have $953M invested in Preferred Bank in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 87 reducing their positions, and 19 closing their positions.
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
0% more funds holding
Funds holding: 220 → 221 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.78% less ownership
Funds ownership: 77.25% → 76.47% (-0.78%)
4% less capital invested
Capital invested by funds: $994M → $953M (-$41.5M)
18% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 87
95% less call options, than puts
Call options by funds: $42K | Put options by funds: $853K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$7.55M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$4.98M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$3.5M |
| 4 |
Jane Street
New York
|
+$2.58M |
| 5 |
DA
Denali Advisors
San Diego,
California
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.33M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$5.82M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.09M |
| 4 |
State Street
Boston,
Massachusetts
|
-$3.6M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$2.86M |
PFBC Hedge Fund Activity: Q1 2025 in Review
221 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q1 2025, worth a combined $953M — down 4.2% from $994M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PFBC positions and 19 closed out — a net gain of 3 holders — while 71 added to existing stakes and 87 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $7.55M. The largest seller was Goldman Sachs, cutting an estimated $7.33M.
- 221 institutional investors held Preferred Bank (PFBC) as of Q1 2025, up from 220 in Q4 2024.
- Funds reported $953M of Preferred Bank stock for Q1 2025, down 4.2% quarter-over-quarter.
- 22 funds opened new Preferred Bank positions in Q1 2025 and 19 closed out, a net change of +3 holders.
- The largest Preferred Bank buyer in Q1 2025 was Kennedy Capital Management, an estimated $7.55M added.
- The largest Preferred Bank seller in Q1 2025 was Goldman Sachs, an estimated $7.33M sold.
Based on aggregated 13F filings for Q1 2025.