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Preferred Bank

221 hedge funds and large institutions have $952M invested in Preferred Bank in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $994M → $952M (-$42.5M)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

95% less call options, than puts

Call options by funds: $42K | Put options by funds: $853K

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42K
Puts
$853K
Net Calls
Net Calls Change

Top Buyers

1 +$7.29M
2 +$4.8M
3 +$3.38M
4
Jane Street
Jane Street
New York
+$2.49M
5
DA
Denali Advisors
California
+$2.2M

Top Sellers

1 -$7.07M
2 -$5.62M
3 -$3.47M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
76
Dark Forest Capital Management
Puerto Rico
$1.12M
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1.12M
Rafferty Asset Management
78
Rafferty Asset Management
New York
$1.11M
WG
79
Winton Group
United Kingdom
$1.11M
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.08M
Macquarie Group
81
Macquarie Group
Australia
$1.01M
QT
82
Quantbot Technologies
New York
$1.01M
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$1.01M
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$1.01M
SEI Investments
85
SEI Investments
Pennsylvania
$974K
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$965K
ACM
87
Aster Capital Management
United Arab Emirates
$897K
KK
88
KLP Kapitalforvaltning
Norway
$887K
SIM
89
SummerHaven Investment Management
Connecticut
$871K
UA
90
Unison Advisors
District of Columbia
$869K
WCM
91
Wedge Capital Management
North Carolina
$865K
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$849K
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$840K
Fisher Asset Management
94
Fisher Asset Management
Washington
$816K
Allspring Global Investments
95
Allspring Global Investments
North Carolina
$794K
Deutsche Bank
96
Deutsche Bank
Germany
$774K
TI
97
Trexquant Investment
Connecticut
$762K
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$754K
Jacobs Levy Equity Management
99
Jacobs Levy Equity Management
New Jersey
$734K
HWAM
100
Hennion & Walsh Asset Management
New Jersey
$715K