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Preferred Bank

206 hedge funds and large institutions have $919M invested in Preferred Bank in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

2.17% less ownership

Funds ownership: 79.04%76.86% (-2.2%)

6% less funds holding

Funds holding: 218206 (-12)

7% less capital invested

Capital invested by funds: $985M → $919M (-$65.3M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
77
Reduced
78
Closed
31
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$290K -$173K -1,906 -37%
SFA
127
Sequoia Financial Advisors
Ohio
$289K +$1.27K +14 +0.4%
ASRS
128
Arizona State Retirement System
Arizona
$289K -$8.88K -98 -3%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K -$168K -1,857 -37%
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$277K
YCM
131
Yousif Capital Management
Michigan
$275K -$5.43K -60 -2%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$274K
IIM
133
INTECH Investment Management
Florida
$269K -$190K -2,100 -41%
VIA
134
Vanguard Investments Australia
Australia
$268K +$268K +2,960 New
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$265K
Universal-Beteiligungs- und Servicegesellschaft
136
Universal-Beteiligungs- und Servicegesellschaft
Germany
$259K -$1.95M -21,566 -88%
EF
137
Empowered Funds
Pennsylvania
$257K +$257K +2,837 New
ECM
138
ExodusPoint Capital Management
New York
$254K +$254K +2,804 New
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$254K -$634 -7 -0.2%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$246K +$246K +2,714 New
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$238K
Neuberger Berman Group
142
Neuberger Berman Group
New York
$233K +$233K +2,568 New
GCP
143
GSA Capital Partners
United Kingdom
$230K -$391K -4,315 -63%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$221K -$8.33K -92 -4%
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$150K -$62.9K -694 -30%
RC
146
Rexford Capital
Texas
$132K -$1.9K -21 -1%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$117K
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$112K +$55.2K +609 +98%
New York State Teachers Retirement System (NYSTRS)
149
New York State Teachers Retirement System (NYSTRS)
New York
$110K -$894K -9,866 -89%
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$109K +$4.98K +55 +5%