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Preferred Bank

206 hedge funds and large institutions have $919M invested in Preferred Bank in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

2.17% less ownership

Funds ownership: 79.04%76.86% (-2.2%)

6% less funds holding

Funds holding: 218206 (-12)

7% less capital invested

Capital invested by funds: $985M → $919M (-$65.3M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
77
Reduced
78
Closed
31
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$91.1K -$16.3K -180 -15%
AIP
152
Ameritas Investment Partners
Nebraska
$88.5K
CCM
153
Copeland Capital Management
Pennsylvania
$81.2K +$5.25K +58 +7%
TRCT
154
Tower Research Capital (TRC)
New York
$69.4K -$120K -1,325 -63%
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$54.5K -$19.2K -212 -26%
Osaic Holdings
156
Osaic Holdings
Arizona
$51.9K -$8.52K -94 -14%
GI
157
GAMMA Investing
California
$48.8K -$725 -8 -1%
AAM
158
Advisors Asset Management
Colorado
$48.7K -$78.7K -869 -62%
EWA
159
EverSource Wealth Advisors
Alabama
$30.2K +$3.08K +34 +11%
NS
160
NBC Securities
Alabama
$24.8K
UB
161
UMB Bank
Missouri
$19.7K +$3.71K +41 +23%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.3K +$1.36K +15 +8%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$19.1K +$725 +8 +4%
HNB
164
Huntington National Bank
Ohio
$16.8K
VCM
165
Versant Capital Management
Arizona
$16.4K -$1.54K -17 -9%
HCA
166
Harbor Capital Advisors
Illinois
$16K +$5.16K +57 +48%
Bessemer Group
167
Bessemer Group
New Jersey
$15K +$1.54K +17 +11%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$11.6K -$2.54K -28 -18%
EWP
169
Elevation Wealth Partners
California
$11.4K +$91 +1 +0.8%
HFS
170
Hantz Financial Services
Michigan
$11K -$1.27K -14 -10%
IA
171
IFP Advisors
Florida
$10.3K +$7.25K +80 +235%
Mitsubishi UFJ Asset Management
172
Mitsubishi UFJ Asset Management
Japan
$8.89K
SAM
173
Smartleaf Asset Management
Massachusetts
$8.8K -$34.3K -379 -79%
AssetMark Inc
174
AssetMark Inc
California
$7.71K +$7.25K +80 +1,600%
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$5.44K +$1.27K +14 +30%