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Preferred Bank
PFBC

Overview Fund Activity

208 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, 81 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-13
Holders Change %
-5.88%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
81
Reduced
91
Closed
24
Calls
–
Puts
$346K
Net Calls
-$346K
Net Calls Change
+$465K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.63M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.92M
3
N
3
Numerai
California
$5.01M
4
American Century Companies
4
American Century Companies
Missouri
$25.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.37M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$12.7M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
BlackRock
4
BlackRock
New York
$105M
5
NL
5
Nuveen LLC
North Carolina
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
126
Advisors Asset Management
Colorado
$366K +$6.66K +77 +2%
AF
127
Allworth Financial
California
$347K +$346K +4,000 +36,364%
Raymond James Financial
128
Raymond James Financial
Florida
$332K +$63.3K +731 +24%
SFA
129
Sequoia Financial Advisors
Ohio
$325K -$2.08K -24 -0.6%
ACM
130
Aquatic Capital Management
Illinois
$322K -$104K -1,206 -25%
CC
131
Centiva Capital
New York
$319K -$31.2K -361 -9%
ASRS
132
Arizona State Retirement System
Arizona
$316K +$5.89K +68 +2%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$315K -$17.5K -202 -5%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$312K +$2.68K +31 +0.9%
Mariner
135
Mariner
Kansas
$297K -$29.6K -342 -9%
TRCT
136
Tower Research Capital (TRC)
New York
$296K +$269K +3,107 +1,002%
MYIA
137
Mount Yale Investment Advisors
Colorado
$296K +$5.02K +58 +2%
MSRPS
138
Maryland State Retirement & Pension System
Maryland
$294K -$15.8K -183 -5%
SG Americas Securities
139
SG Americas Securities
New York
$293K -$108K -1,241 -27%
AB
140
Amalgamated Bank
New York
$289K -$15.3K -177 -5%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$282K – – –
Universal-Beteiligungs- und Servicegesellschaft
142
Universal-Beteiligungs- und Servicegesellschaft
Germany
$272K -$17.3K -200 -6%
VF
143
Virtu Financial
New York
$266K +$266K +3,069 New
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$257K +$2.77K +32 +1%
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$247K +$247K +2,850 New
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$245K +$27.2K +314 +12%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$235K – – –
Verition Fund Management
148
Verition Fund Management
Connecticut
$232K -$15.3K -177 -6%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$227K -$17.3K -200 -7%
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$225K +$225K +2,456 New
4 5
6
7 8