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Preferred Bank
PFBC

Overview Fund Activity

208 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, 81 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-13
Holders Change %
-5.88%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
81
Reduced
91
Closed
24
Calls
–
Puts
$346K
Net Calls
-$346K
Net Calls Change
+$465K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.63M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.92M
3
N
3
Numerai
California
$5.01M
4
American Century Companies
4
American Century Companies
Missouri
$25.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$18.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.37M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$12.7M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
BlackRock
4
BlackRock
New York
$105M
5
NL
5
Nuveen LLC
North Carolina
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$14.6K – – –
MCM
177
MAI Capital Management
Ohio
$14K +$14K +162 New
ACM
178
Aster Capital Management
United Arab Emirates
$13.8K -$861K -9,945 -98%
C
179
Covestor
United Kingdom
$12K +$11.2K +127 +1,411%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$10.6K -$2.08K -24 -16%
IA
181
IFP Advisors
Florida
$10.5K – – –
HCA
182
Harbor Capital Advisors
Illinois
$10K +$1.43K +17 +17%
Bessemer Group
183
Bessemer Group
New Jersey
$10K +$2.86K +34 +40%
Mitsubishi UFJ Asset Management
184
Mitsubishi UFJ Asset Management
Japan
$8.48K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$8.22K – – –
BIG
186
Brooklyn Investment Group
New York
$6.23K +$6.06K +70 +3,500%
HFS
187
Hantz Financial Services
Michigan
$6K +$6K +70 New
FFO
188
Fortitude Family Office
Arizona
$2.6K – – –
RIL
189
Rothschild Investment LLC
Illinois
$2.6K +$865 +10 +50%
WSFS
190
Wilmington Savings Fund Society
Delaware
$2.16K – – –
QL
191
Quarry LP
New York
$2.16K +$2.16K +25 New
TPWA
192
Twin Peaks Wealth Advisors
California
$2.05K +$2.05K +22 New
TSMHT
193
Thurston Springer Miller Herd & Titak
Indiana
$1.9K – – –
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$1.82K – – –
GEA
195
Glen Eagle Advisors
New Jersey
$1.25K – – –
AAP
196
Arax Advisory Partners
Colorado
$1.13K – – –
BGAI
197
Bruce G. Allen Investments
Colorado
$1.13K +$87 +1 +8%
TWD
198
True Wealth Design
Ohio
$779 -$7.27K -84 -90%
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$779 – – –
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$779 +$260 +3 +50%
6 7
8
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