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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
101
$592K
102
$591K
103
$569K
104
$568K
105
$554K
106
$511K
107
$502K
108
$487K
109
$484K
110
$477K
111
$467K
112
$464K
113
$460K
114
$434K
115
$431K
116
$424K
117
$421K
118
$412K
119
$409K
120
$407K
121
$405K
122
$384K
123
$381K
124
$378K
125
$376K