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Preferred Bank

212 hedge funds and large institutions have $942M invested in Preferred Bank in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 21 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 92

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $90K

Holders
212
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
$90K
Net Calls
Net Calls Change

Top Buyers

1 +$5.01M
2 +$4.15M
3 +$3.09M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.18M

Top Sellers

1 -$8.58M
2 -$5.01M
3 -$4.97M
4
LSV Asset Management
LSV Asset Management
Illinois
-$4.5M
5
N
Numerai
California
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
151
Robeco Institutional Asset Management
Netherlands
$262K
QCM
152
Quantinno Capital Management
New York
$261K
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$245K
Marshall Wace
154
Marshall Wace
United Kingdom
$244K
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$237K
PCM
156
Princeton Capital Management
New Jersey
$226K
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$223K
VOYA Investment Management
158
VOYA Investment Management
Georgia
$215K
SC
159
Savant Capital
Illinois
$212K
PD
160
Point72 (DIFC)
United Arab Emirates
$154K
RC
161
Rexford Capital
Texas
$134K
PFBT
162
Parkside Financial Bank & Trust
Missouri
$107K
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$106K
AIP
164
Ameritas Investment Partners
Nebraska
$88.2K
CCM
165
Copeland Capital Management
Pennsylvania
$75.7K
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$73.5K
JFGIW
167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70K
TRCT
168
Tower Research Capital (TRC)
New York
$65.6K
Osaic Holdings
169
Osaic Holdings
Arizona
$62.8K
QL
170
Quarry LP
New York
$47.3K
GI
171
GAMMA Investing
California
$46.3K
SAM
172
Smartleaf Asset Management
Massachusetts
$41.9K
AAP
173
Arax Advisory Partners
Colorado
$34.2K
CA
174
Clearstead Advisors
Ohio
$33.2K
EWA
175
EverSource Wealth Advisors
Alabama
$31.3K