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Preferred Bank

221 hedge funds and large institutions have $952M invested in Preferred Bank in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 18 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 funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $994M → $952M (-$42.5M)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

95% less call options, than puts

Call options by funds: $42K | Put options by funds: $853K

Holders
221
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
$42K
Puts
$853K
Net Calls
Net Calls Change

Top Buyers

1 +$7.29M
2 +$4.8M
3 +$3.38M
4
Jane Street
Jane Street
New York
+$2.49M
5
DA
Denali Advisors
California
+$2.2M

Top Sellers

1 -$7.07M
2 -$5.62M
3 -$3.47M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$294K
A
152
AlphaQuest
New York
$284K
MYIA
153
Mount Yale Investment Advisors
Colorado
$281K
Universal-Beteiligungs- und Servicegesellschaft
154
Universal-Beteiligungs- und Servicegesellschaft
Germany
$280K
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$273K
SC
156
Savant Capital
Illinois
$271K
Raymond James Financial
157
Raymond James Financial
Florida
$260K
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$246K
OR
159
Olympiad Research
Connecticut
$240K
Verition Fund Management
160
Verition Fund Management
Connecticut
$239K
CC
161
Corton Capital
Ontario, Canada
$238K
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$236K
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$232K
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$227K
CWM
165
CIBC World Markets
New York
$227K
PFSRSONJ
166
Police & Firemen's Retirement System of New Jersey
New Jersey
$211K
PCM
167
Princeton Capital Management
New Jersey
$209K
DZ Bank
168
DZ Bank
Germany
$203K
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$170K
AIP
170
Ameritas Investment Partners
Nebraska
$111K
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$101K
PFBT
172
Parkside Financial Bank & Trust
Missouri
$99.9K
PCM
173
Palouse Capital Management
Washington
$83.6K
KBC Group
174
KBC Group
Belgium
$76K
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$66.6K