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Preferred Bank

221 hedge funds and large institutions have $952M invested in Preferred Bank in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $994M → $952M (-$42.5M)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

95% less call options, than puts

Call options by funds: $42K | Put options by funds: $853K

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42K
Puts
$853K
Net Calls
Net Calls Change

Top Buyers

1 +$7.29M
2 +$4.8M
3 +$3.38M
4
Jane Street
Jane Street
New York
+$2.49M
5
DA
Denali Advisors
California
+$2.2M

Top Sellers

1 -$7.07M
2 -$5.62M
3 -$3.47M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
P
126
Pitcairn
Pennsylvania
$437K
QC
127
Quadrature Capital
United Kingdom
$430K
ACM
128
Aquatic Capital Management
Illinois
$412K
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$397K
Amundi
130
Amundi
France
$389K
SCM
131
Sterling Capital Management
North Carolina
$388K
SG Americas Securities
132
SG Americas Securities
New York
$387K
ICA
133
Infrastructure Capital Advisors
New York
$386K
YCM
134
Yousif Capital Management
Michigan
$382K
AA
135
ALPS Advisors
Colorado
$366K
EWM
136
Empirical Wealth Management
Washington
$362K
AAM
137
Advisors Asset Management
Colorado
$347K
CC
138
Centiva Capital
New York
$339K
SBIA
139
Sheaff Brock Investment Advisors
Indiana
$335K
M1FG
140
Mach-1 Financial Group
Arkansas
$327K
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$321K
TSS
142
Two Sigma Securities
New York
$321K
XT
143
XTX Topco
Cayman Islands
$319K
SFA
144
Sequoia Financial Advisors
Ohio
$316K
Mariner
145
Mariner
Kansas
$316K
Point72 Asset Management
146
Point72 Asset Management
Connecticut
$301K
Allianz Asset Management
147
Allianz Asset Management
Germany
$301K
ASRS
148
Arizona State Retirement System
Arizona
$300K
MSRPS
149
Maryland State Retirement & Pension System
Maryland
$299K
VOYA Investment Management
150
VOYA Investment Management
Georgia
$299K