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Preferred Bank

209 hedge funds and large institutions have $933M invested in Preferred Bank in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

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
209
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 +$4.68M
2 +$4.5M
3 +$4.38M
4
American Century Companies
American Century Companies
Missouri
+$3.01M
5
Morgan Stanley
Morgan Stanley
New York
+$2.92M

Top Sellers

1 -$10.3M
2 -$7.09M
3 -$6.88M
4
BlackRock
BlackRock
New York
-$6.18M
5
NL
Nuveen LLC
North Carolina
-$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$1.1M
Prudential Financial
77
Prudential Financial
New Jersey
$1.05M
HWAM
78
Hennion & Walsh Asset Management
New Jersey
$1.03M
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.03M
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$989K
Mirae Asset Global Investments
81
Mirae Asset Global Investments
South Korea
$962K
SEI Investments
82
SEI Investments
Pennsylvania
$924K
SIM
83
SummerHaven Investment Management
Connecticut
$916K
GCP
84
GSA Capital Partners
United Kingdom
$910K
UA
85
Unison Advisors
District of Columbia
$908K
WCM
86
Wedge Capital Management
North Carolina
$895K
KK
87
KLP Kapitalforvaltning
Norway
$883K
Deutsche Bank
88
Deutsche Bank
Germany
$790K
Jacobs Levy Equity Management
89
Jacobs Levy Equity Management
New Jersey
$757K
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$735K
IB
91
Intrust Bank
Kansas
$735K
Wells Fargo
92
Wells Fargo
California
$734K
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$718K
GC
94
Globeflex Capital
California
$717K
MIM
95
MetLife Investment Management
New Jersey
$653K
XT
96
XTX Topco
Cayman Islands
$652K
TPSF
97
Texas Permanent School Fund
Texas
$638K
NW
98
NewEdge Wealth
Pennsylvania
$627K
Comerica Bank
99
Comerica Bank
Texas
$613K
EGM
100
Engineers Gate Manager
New York
$601K