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Preferred Bank

208 hedge funds and large institutions have $932M 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 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

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
208
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 +$4.45M
2 +$4.28M
3 +$4.17M
4
American Century Companies
American Century Companies
Missouri
+$2.87M
5
Morgan Stanley
Morgan Stanley
New York
+$2.78M

Top Sellers

1 -$9.78M
2 -$6.88M
3 -$6.74M
4
BlackRock
BlackRock
New York
-$5.88M
5
N
Nuveen
North Carolina
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$366K
127
$347K
128
$332K
129
$325K
130
$322K
131
$319K
132
$316K
133
$315K
134
$312K
135
$297K
136
$296K
137
$296K
138
$294K
139
$293K
140
$289K
141
$282K
142
$272K
143
$266K
144
$257K
145
$247K
146
$245K
147
$235K
148
$232K
149
$227K
150
$225K