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Preferred Bank

218 hedge funds and large institutions have $985M invested in Preferred Bank in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 91 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

2% more funds holding

Funds holding: 213218 (+5)

5% more capital invested

Capital invested by funds: $942M → $985M (+$43M)

0.03% more ownership

Funds ownership: 79.01%79.04% (+0.03%)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 91

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
65
Reduced
91
Closed
20
Calls
$256K
Puts
Net Calls
+$256K
Net Calls Change
+$346K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Princeton Capital Management
New Jersey
$236K
N
152
Numerai
California
$215K -$1.97M -21,118 -90%
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$213K -$476K -5,103 -68%
MFS
154
Mirabella Financial Services
United Kingdom
$212K +$209K +2,246 New
VOYA Investment Management
155
VOYA Investment Management
Georgia
$210K -$14.3K -153 -6%
IFU
156
iSAM Funds (UK)
United Kingdom
$206K +$204K +2,185 New
TRCT
157
Tower Research Capital (TRC)
New York
$197K +$127K +1,364 +188%
RC
158
Rexford Capital
Texas
$140K
AAM
159
Advisors Asset Management
Colorado
$133K -$142K -1,520 -52%
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$122K -$238K -2,550 -66%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$112K -$280 -3 -0.3%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$108K -$2.42K -26 -2%
CA
163
Clearstead Advisors
Ohio
$101K +$65.7K +705 +192%
AIP
164
Ameritas Investment Partners
Nebraska
$92.2K
KAS
165
Kemnay Advisory Services
New York
$90.7K +$89.6K +961 New
CCM
166
Copeland Capital Management
Pennsylvania
$79K
MPWT
167
MassMutual Private Wealth & Trust
Connecticut
$76.8K
Osaic Holdings
168
Osaic Holdings
Arizona
$63K
PWPS
169
Pinnacle Wealth Planning Services
Ohio
$58.9K +$58.2K +624 New
GI
170
GAMMA Investing
California
$51.6K +$3.17K +34 +7%
SAM
171
Smartleaf Asset Management
Massachusetts
$46.8K +$1.3K +14 +3%
EWA
172
EverSource Wealth Advisors
Alabama
$28.2K -$4.38K -47 -14%
NS
173
NBC Securities
Alabama
$25.9K
CIAM
174
Caitong International Asset Management
Hong Kong
$19.9K +$19.7K +211 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$19.2K -$1.12K -12 -6%

PFBC Hedge Fund Activity: Q4 2025 in Review

218 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q4 2025, worth a combined $985M — up 4.6% from $942M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PFBC positions and 20 closed out — a net gain of 9 holders — while 65 added to existing stakes and 91 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $4.81M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $8.71M.

  • 218 institutional investors held Preferred Bank (PFBC) as of Q4 2025, up from 213 in Q3 2025.
  • Funds reported $985M of Preferred Bank stock for Q4 2025, up 4.6% quarter-over-quarter.
  • 29 funds opened new Preferred Bank positions in Q4 2025 and 20 closed out, a net change of +9 holders.
  • The largest Preferred Bank buyer in Q4 2025 was Qube Research & Technologies (QRT), an estimated $4.81M added.
  • The largest Preferred Bank seller in Q4 2025 was T. Rowe Price Investment Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2025.