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Preferred Bank

208 hedge funds and large institutions have $932M invested in Preferred Bank in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $346K

Holders
208
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$346K
Net Calls
Net Calls Change

Top Buyers

1 +$4.45M
2 +$4.28M
3 +$4.17M
4
American Century Companies
American Century Companies
Missouri
+$2.87M
5
Morgan Stanley
Morgan Stanley
New York
+$2.78M

Top Sellers

1 -$9.78M
2 -$6.88M
3 -$6.74M
4
BlackRock
BlackRock
New York
-$5.88M
5
N
Nuveen
North Carolina
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$1.1M
77
$1.05M
78
$1.03M
79
$1.03M
80
$989K
81
$962K
82
$924K
83
$916K
84
$910K
85
$908K
86
$895K
87
$883K
88
$790K
89
$757K
90
$735K
91
$735K
92
$734K
93
$718K
94
$717K
95
$653K
96
$652K
97
$627K
98
$613K
99
$601K
100
$600K