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Preferred Bank

208 hedge funds and large institutions have $933M invested in Preferred Bank in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-13
Holders Change %
-5.88%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
81
Reduced
91
Closed
24
Calls
Puts
$346K
Net Calls
-$346K
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
151
Savant Capital
Illinois
$223K -$57.4K -663 -20%
PCM
152
Princeton Capital Management
New Jersey
$216K
DTL
153
Dynamic Technology Lab
Singapore
$212K +$212K +2,450 New
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$206K -$33.9K -393 -14%
CC
155
Corton Capital
Ontario, Canada
$202K -$43.6K -504 -18%
RC
156
Rexford Capital
Texas
$128K +$128K +1,480 New
AIP
157
Ameritas Investment Partners
Nebraska
$115K
NA
158
NewEdge Advisors
Louisiana
$114K +$88.6K +1,024 +351%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$108K +$4.41K +51 +4%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$99.9K -$4.85K -56 -5%
CCM
161
Copeland Capital Management
Pennsylvania
$73.1K +$10.2K +118 +16%
MPWT
162
MassMutual Private Wealth & Trust
Connecticut
$69.7K +$779 +9 +1%
Osaic Holdings
163
Osaic Holdings
Arizona
$56.6K +$5.88K +68 +12%
GI
164
GAMMA Investing
California
$42.7K +$4.5K +52 +12%
SAM
165
Smartleaf Asset Management
Massachusetts
$37K +$432 +5 +1%
CA
166
Clearstead Advisors
Ohio
$31.8K +$31.8K +367 New
EWA
167
EverSource Wealth Advisors
Alabama
$28.6K +$26.5K +306 +1,224%
MAM
168
Meeder Asset Management
Ohio
$28.2K -$29.2K -337 -51%
PD
169
Point72 (DIFC)
United Arab Emirates
$26K -$21.8K -252 -46%
NS
170
NBC Securities
Alabama
$26K
US Bancorp
171
US Bancorp
Minnesota
$22.1K -$24.4K -282 -53%
VCM
172
Versant Capital Management
Arizona
$17.1K +$6.92K +80 +68%
HNB
173
Huntington National Bank
Ohio
$16.5K +$173 +2 +1%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4K
Simplex Trading
175
Simplex Trading
Illinois
$16K +$16K +196 New