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Preferred Bank

212 hedge funds and large institutions have $942M invested in Preferred Bank in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 21 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 92

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $90K

Holders
212
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
$90K
Net Calls
Net Calls Change

Top Buyers

1 +$5.01M
2 +$4.15M
3 +$3.09M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.18M

Top Sellers

1 -$8.58M
2 -$5.01M
3 -$4.97M
4
LSV Asset Management
LSV Asset Management
Illinois
-$4.5M
5
N
Numerai
California
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
126
Y-Intercept (HK)
Hong Kong
$371K
Connor, Clark & Lunn Investment Management (CC&L)
127
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$366K
AF
128
Allworth Financial
California
$363K
ACM
129
Aquatic Capital Management
Illinois
$357K
Raymond James Financial
130
Raymond James Financial
Florida
$350K
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$347K
SFA
132
Sequoia Financial Advisors
Ohio
$340K
LSV Asset Management
133
LSV Asset Management
Illinois
$334K
YCM
134
Yousif Capital Management
Michigan
$322K
P
135
Pitcairn
Pennsylvania
$317K
ASRS
136
Arizona State Retirement System
Arizona
$314K
NA
137
NewEdge Advisors
Louisiana
$313K
AB
138
Amalgamated Bank
New York
$312K
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$311K
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$300K
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$297K
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$295K
Universal-Beteiligungs- und Servicegesellschaft
143
Universal-Beteiligungs- und Servicegesellschaft
Germany
$285K
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$281K
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
$280K
Mariner
146
Mariner
Kansas
$280K
PA
147
PharVision Advisers
Florida
$275K
CSS
148
Cubist Systematic Strategies
Connecticut
$265K
COPPSERS
149
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$265K
AAM
150
Advisors Asset Management
Colorado
$264K