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Preferred Bank

211 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
211
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
QCM
151
Quantinno Capital Management
New York
$261K
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$245K
Marshall Wace
153
Marshall Wace
United Kingdom
$244K
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$237K
PCM
155
Princeton Capital Management
New Jersey
$226K
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$223K
VOYA Investment Management
157
VOYA Investment Management
Georgia
$215K
SC
158
Savant Capital
Illinois
$212K
PD
159
Point72 (DIFC)
United Arab Emirates
$154K
RC
160
Rexford Capital
Texas
$134K
PFBT
161
Parkside Financial Bank & Trust
Missouri
$107K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$106K
AIP
163
Ameritas Investment Partners
Nebraska
$88.2K
CCM
164
Copeland Capital Management
Pennsylvania
$75.7K
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$73.5K
JFGIW
166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K
TRCT
167
Tower Research Capital (TRC)
New York
$65.6K
Osaic Holdings
168
Osaic Holdings
Arizona
$62.8K
QL
169
Quarry LP
New York
$47.3K
GI
170
GAMMA Investing
California
$46.3K
SAM
171
Smartleaf Asset Management
Massachusetts
$41.9K
AAP
172
Arax Advisory Partners
Colorado
$34.2K
CA
173
Clearstead Advisors
Ohio
$33.2K
EWA
174
EverSource Wealth Advisors
Alabama
$31.3K
NS
175
NBC Securities
Alabama
$24.8K