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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
MIM
101
MetLife Investment Management
New Jersey
$628K
EWM
102
Empirical Wealth Management
Washington
$622K +$66.8K +717 +12%
Pathstone Holdings
103
Pathstone Holdings
New Jersey
$621K -$640K -6,865 -51%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$604K
SOADOR
105
State of Alaska Department of Revenue
Alaska
$603K -$2.42K -26 -0.4%
Comerica Bank
106
Comerica Bank
Texas
$602K -$62.2K -667 -9%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$600K +$303K +3,248 +105%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$596K -$247K -2,655 -30%
HI
109
Horizon Investments
North Carolina
$583K +$19.5K +209 +3%
IMRF
110
Illinois Municipal Retirement Fund
Illinois
$578K +$2.89K +31 +0.5%
Allspring Global Investments
111
Allspring Global Investments
North Carolina
$569K +$57.7K +619 +12%
SG Americas Securities
112
SG Americas Securities
New York
$561K -$270K -2,894 -33%
Canada Pension Plan Investment Board
113
Canada Pension Plan Investment Board
Ontario, Canada
$548K +$541K +5,800 New
BF
114
BOK Financial
Oklahoma
$528K -$2.89K -31 -0.6%
NA
115
NewEdge Advisors
Louisiana
$525K +$196K +2,098 +61%
Mirae Asset Global ETFs Holdings
116
Mirae Asset Global ETFs Holdings
Hong Kong
$512K -$1.02K -11 -0.2%
LSERS
117
Louisiana State Employees Retirement System
Louisiana
$491K -$9.32K -100 -2%
QT
118
Quantbot Technologies
New York
$490K -$772K -8,283 -61%
SCM
119
Sterling Capital Management
North Carolina
$482K -$12.7K -136 -3%
IIM
120
INTECH Investment Management
Florida
$479K -$499K -5,353 -51%
AOCA
121
Angel Oak Capital Advisors
Georgia
$472K
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$469K -$35.3K -379 -7%
AA
123
ALPS Advisors
Colorado
$464K +$5.03K +54 +1%
VI
124
Versor Investments
New York
$463K +$457K +4,904 New
ICA
125
Infrastructure Capital Advisors
New York
$451K

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.