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Preferred Bank

209 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, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $346K

Holders
209
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$346K
Net Calls
Net Calls Change

Top Buyers

1 +$4.68M
2 +$4.5M
3 +$4.38M
4
American Century Companies
American Century Companies
Missouri
+$3.01M
5
Morgan Stanley
Morgan Stanley
New York
+$2.92M

Top Sellers

1 -$10.3M
2 -$7.09M
3 -$6.88M
4
BlackRock
BlackRock
New York
-$6.18M
5
NL
Nuveen LLC
North Carolina
-$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$225K
SC
152
Savant Capital
Illinois
$223K
PCM
153
Princeton Capital Management
New Jersey
$216K
DTL
154
Dynamic Technology Lab
Singapore
$212K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$206K
CC
156
Corton Capital
Ontario, Canada
$202K
RC
157
Rexford Capital
Texas
$128K
AIP
158
Ameritas Investment Partners
Nebraska
$115K
NA
159
NewEdge Advisors
Louisiana
$114K
PFBT
160
Parkside Financial Bank & Trust
Missouri
$108K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$99.9K
CCM
162
Copeland Capital Management
Pennsylvania
$73.1K
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$69.7K
Osaic Holdings
164
Osaic Holdings
Arizona
$56.6K
GI
165
GAMMA Investing
California
$42.7K
SAM
166
Smartleaf Asset Management
Massachusetts
$37K
CA
167
Clearstead Advisors
Ohio
$31.8K
EWA
168
EverSource Wealth Advisors
Alabama
$28.6K
MAM
169
Meeder Asset Management
Ohio
$28.2K
PD
170
Point72 (DIFC)
United Arab Emirates
$26K
NS
171
NBC Securities
Alabama
$26K
US Bancorp
172
US Bancorp
Minnesota
$22.1K
VCM
173
Versant Capital Management
Arizona
$17.1K
HNB
174
Huntington National Bank
Ohio
$16.5K
Ohio Public Employees Retirement System (OPERS)
175
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.4K