PFBC icon

Preferred Bank

209 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, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

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
209
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 +$4.68M
2 +$4.5M
3 +$4.38M
4
American Century Companies
American Century Companies
Missouri
+$3.01M
5
Morgan Stanley
Morgan Stanley
New York
+$2.92M

Top Sellers

1 -$10.3M
2 -$7.09M
3 -$6.88M
4
BlackRock
BlackRock
New York
-$6.18M
5
NL
Nuveen LLC
North Carolina
-$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
126
Yousif Capital Management
Michigan
$376K
AAM
127
Advisors Asset Management
Colorado
$366K
AF
128
Allworth Financial
California
$347K
Raymond James Financial
129
Raymond James Financial
Florida
$332K
SFA
130
Sequoia Financial Advisors
Ohio
$325K
ACM
131
Aquatic Capital Management
Illinois
$322K
CC
132
Centiva Capital
New York
$319K
ASRS
133
Arizona State Retirement System
Arizona
$316K
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$315K
VOYA Investment Management
135
VOYA Investment Management
Georgia
$312K
Mariner
136
Mariner
Kansas
$297K
TRCT
137
Tower Research Capital (TRC)
New York
$296K
MYIA
138
Mount Yale Investment Advisors
Colorado
$296K
MSRPS
139
Maryland State Retirement & Pension System
Maryland
$294K
SG Americas Securities
140
SG Americas Securities
New York
$293K
AB
141
Amalgamated Bank
New York
$289K
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$282K
Universal-Beteiligungs- und Servicegesellschaft
143
Universal-Beteiligungs- und Servicegesellschaft
Germany
$272K
VF
144
Virtu Financial
New York
$266K
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$257K
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$247K
PFSRSONJ
147
Police & Firemen's Retirement System of New Jersey
New Jersey
$245K
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$235K
Verition Fund Management
149
Verition Fund Management
Connecticut
$232K
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$227K