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Preferred Bank

218 hedge funds and large institutions have $985M invested in Preferred Bank in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

2% more funds holding

Funds holding: 213218 (+5)

5% more capital invested

Capital invested by funds: $942M → $985M (+$43M)

0.03% more ownership

Funds ownership: 79.01%79.04% (+0.03%)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 91

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
65
Reduced
91
Closed
20
Calls
$256K
Puts
Net Calls
+$256K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
JF
126
Jump Financial
Illinois
$446K -$245K -2,625 -36%
GC
127
Guggenheim Capital
Illinois
$437K +$431K +4,623 New
ACM
128
Aquatic Capital Management
Illinois
$420K +$46K +493 +12%
LSV Asset Management
129
LSV Asset Management
Illinois
$406K +$55.9K +600 +16%
AF
130
Allworth Financial
California
$380K +$1.02K +11 +0.3%
Raymond James Financial
131
Raymond James Financial
Florida
$368K +$3.08K +33 +0.9%
EGM
132
Engineers Gate Manager
New York
$366K -$683K -7,331 -65%
WAM
133
Weiss Asset Management
Massachusetts
$366K +$362K +3,879 New
DFCM
134
Dark Forest Capital Management
Puerto Rico
$360K -$329K -3,526 -48%
QCM
135
Quantinno Capital Management
New York
$359K +$85.4K +916 +32%
TSS
136
Two Sigma Securities
New York
$356K +$352K +3,771 New
Connor, Clark & Lunn Investment Management (CC&L)
137
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$332K -$49.1K -527 -13%
AB
138
Amalgamated Bank
New York
$316K -$9.6K -103 -3%
ASRS
139
Arizona State Retirement System
Arizona
$310K -$18.2K -195 -6%
YCM
140
Yousif Capital Management
Michigan
$300K -$43.8K -470 -13%
SFA
141
Sequoia Financial Advisors
Ohio
$299K -$54.7K -587 -16%
PFSRSONJ
142
Police & Firemen's Retirement System of New Jersey
New Jersey
$289K -$36.1K -387 -11%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$276K -$37.2K -399 -12%
Robeco Institutional Asset Management
144
Robeco Institutional Asset Management
Netherlands
$274K
COPPSERS
145
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$265K -$11.5K -123 -4%
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
$259K -$22.2K -238 -7%
DCM
147
DGS Capital Management
New Jersey
$248K +$245K +2,624 New
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$248K
JF
149
JMN Financial
Ohio
$246K +$243K +2,607 New
Wealth Enhancement Advisory Services
150
Wealth Enhancement Advisory Services
Minnesota
$239K +$4.85K +52 +2%

PFBC Hedge Fund Activity: Q4 2025 in Review

218 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q4 2025, worth a combined $985M — up 4.6% from $942M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFBC positions and 20 closed out — a net gain of 9 holders — while 65 added to existing stakes and 91 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $4.81M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $8.71M.

  • 218 institutional investors held Preferred Bank (PFBC) as of Q4 2025, up from 213 in Q3 2025.
  • Funds reported $985M of Preferred Bank stock for Q4 2025, up 4.6% quarter-over-quarter.
  • 29 funds opened new Preferred Bank positions in Q4 2025 and 20 closed out, a net change of +9 holders.
  • The largest Preferred Bank buyer in Q4 2025 was Qube Research & Technologies (QRT), an estimated $4.81M added.
  • The largest Preferred Bank seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2025.