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Preferred Bank

216 hedge funds and large institutions have $985M invested in Preferred Bank in 2025 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$256K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.81M
2 +$4.26M
3 +$3.09M
4
Goldman Sachs
Goldman Sachs
New York
+$3.09M
5
TI
Trexquant Investment
Connecticut
+$3.08M

Top Sellers

1 -$8.71M
2 -$5.91M
3 -$3.32M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.96M
5
Morgan Stanley
Morgan Stanley
New York
-$2.62M
Name Holding Trade Value Shares
Change
Change in
Stake
N
151
Numerai
California
$215K
Los Angeles Capital Management
152
Los Angeles Capital Management
California
$213K
MFS
153
Mirabella Financial Services
United Kingdom
$212K
VOYA Investment Management
154
VOYA Investment Management
Georgia
$210K
IFU
155
iSAM Funds (UK)
United Kingdom
$206K
TRCT
156
Tower Research Capital (TRC)
New York
$197K
RC
157
Rexford Capital
Texas
$140K
AAM
158
Advisors Asset Management
Colorado
$133K
Ensign Peak Advisors
159
Ensign Peak Advisors
Utah
$122K
PFBT
160
Parkside Financial Bank & Trust
Missouri
$112K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$108K
CA
162
Clearstead Advisors
Ohio
$101K
AIP
163
Ameritas Investment Partners
Nebraska
$92.2K
KAS
164
Kemnay Advisory Services
New York
$90.7K
CCM
165
Copeland Capital Management
Pennsylvania
$79K
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$76.8K
Osaic Holdings
167
Osaic Holdings
Arizona
$63K
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$58.9K
GI
169
GAMMA Investing
California
$51.6K
SAM
170
Smartleaf Asset Management
Massachusetts
$46.8K
EWA
171
EverSource Wealth Advisors
Alabama
$28.2K
NS
172
NBC Securities
Alabama
$25.9K
CIAM
173
Caitong International Asset Management
Hong Kong
$19.9K
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$19.2K
VCM
175
Versant Capital Management
Arizona
$18.7K