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Preferred Bank

218 hedge funds and large institutions have $985M invested in Preferred Bank in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

2% more funds holding

Funds holding: 213218 (+5)

5% more capital invested

Capital invested by funds: $942M → $985M (+$43M)

0.03% more ownership

Funds ownership: 79.01%79.04% (+0.03%)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 91

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
65
Reduced
91
Closed
20
Calls
$256K
Puts
Net Calls
+$256K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$1.28M -$47.8K -513 -4%
Citigroup
77
Citigroup
New York
$1.27M -$52.7K -565 -4%
Wells Fargo
78
Wells Fargo
California
$1.27M +$392K +4,206 +46%
AllianceBernstein
79
AllianceBernstein
Tennessee
$1.26M
VF
80
Virtu Financial
New York
$1.17M +$1.15M +12,345 New
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$1.05M -$23.5K -252 -2%
Deutsche Bank
82
Deutsche Bank
Germany
$1.04M +$47.1K +505 +5%
YIH
83
Y-Intercept (HK)
Hong Kong
$1.04M +$642K +6,890 +168%
Canada Life
84
Canada Life
Manitoba, Canada
$1.03M -$490K -5,257 -33%
SFI
85
Susquehanna Fundamental Investments
Pennsylvania
$1.01M +$995K +10,675 New
UA
86
Unison Advisors
District of Columbia
$1.01M +$8.3K +89 +0.8%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$1.01M -$117K -1,256 -11%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$968K -$44.7K -480 -4%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$962K -$314K -3,370 -25%
WCM
90
Wedge Capital Management
North Carolina
$942K -$8.11K -87 -0.9%
NW
91
NewEdge Wealth
Pennsylvania
$898K +$94.5K +1,014 +12%
SIM
92
SummerHaven Investment Management
Connecticut
$867K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$799K -$104K -1,119 -12%
GC
94
Globeflex Capital
California
$782K
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$736K -$47.4K -508 -6%
IB
96
Intrust Bank
Kansas
$727K -$65.4K -702 -8%
Credit Agricole
97
Credit Agricole
France
$721K
QC
98
Quadrature Capital
United Kingdom
$711K +$247K +2,653 +54%
GCP
99
GSA Capital Partners
United Kingdom
$647K -$556K -5,967 -47%
KK
100
KLP Kapitalforvaltning
Norway
$633K +$18.6K +200 +3%

PFBC Hedge Fund Activity: Q4 2025 in Review

218 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q4 2025, worth a combined $985M — up 4.6% from $942M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFBC positions and 20 closed out — a net gain of 9 holders — while 65 added to existing stakes and 91 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $4.81M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $8.71M.

  • 218 institutional investors held Preferred Bank (PFBC) as of Q4 2025, up from 213 in Q3 2025.
  • Funds reported $985M of Preferred Bank stock for Q4 2025, up 4.6% quarter-over-quarter.
  • 29 funds opened new Preferred Bank positions in Q4 2025 and 20 closed out, a net change of +9 holders.
  • The largest Preferred Bank buyer in Q4 2025 was Qube Research & Technologies (QRT), an estimated $4.81M added.
  • The largest Preferred Bank seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2025.