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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
Holders
221
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
72
Reduced
86
Closed
18
Calls
$42K
Puts
$853K
Net Calls
-$811K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
AB
151
Amalgamated Bank
New York
$294K -$11.1K -133 -4%
A
152
AlphaQuest
New York
$284K +$61.7K +738 +28%
MYIA
153
Mount Yale Investment Advisors
Colorado
$281K -$3.35K -40 -1%
Universal-Beteiligungs- und Servicegesellschaft
154
Universal-Beteiligungs- und Servicegesellschaft
Germany
$280K -$926K -11,073 -77%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$273K -$426K -5,090 -61%
SC
156
Savant Capital
Illinois
$271K +$1.84K +22 +0.7%
Raymond James Financial
157
Raymond James Financial
Florida
$260K +$260K +3,106 New
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$246K +$24K +287 +11%
OR
159
Olympiad Research
Connecticut
$240K +$240K +2,865 New
Verition Fund Management
160
Verition Fund Management
Connecticut
$239K +$239K +2,855 New
CC
161
Corton Capital
Ontario, Canada
$238K +$238K +2,842 New
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$236K -$11.7K -140 -5%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$232K +$22.5K +269 +11%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$227K
CWM
165
CIBC World Markets
New York
$227K +$227K +2,712 New
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 +$89.9K +1,075 +80%
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$170K -$564K -6,743 -77%
AIP
170
Ameritas Investment Partners
Nebraska
$111K
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$101K -$1.42K -17 -1%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$99.9K +$1.51K +18 +2%
PCM
173
Palouse Capital Management
Washington
$83.6K
KBC Group
174
KBC Group
Belgium
$76K
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
$66.6K