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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 %
CCM
176
Copeland Capital Management
Pennsylvania
$60.8K +$3.26K +39 +6%
MAM
177
Meeder Asset Management
Ohio
$55.5K +$55.5K +663 New
Osaic Holdings
178
Osaic Holdings
Arizona
$49.1K -$9.38K -112 -16%
PD
179
Point72 (DIFC)
United Arab Emirates
$46.2K -$119K -1,423 -72%
CSS
180
Cubist Systematic Strategies
Connecticut
$45K -$1.2M -14,340 -96%
US Bancorp
181
US Bancorp
Minnesota
$44.9K
GI
182
GAMMA Investing
California
$36.9K +$4.69K +56 +15%
SAM
183
Smartleaf Asset Management
Massachusetts
$35.5K -$11.7K -139 -25%
TRCT
184
Tower Research Capital (TRC)
New York
$25.9K +$1.26K +15 +5%
NS
185
NBC Securities
Alabama
$25K +$25K +302 New
NA
186
NewEdge Advisors
Louisiana
$24.4K +$24.4K +292 New
QCG
187
Quadrant Capital Group
Ohio
$19.8K
HNB
188
Huntington National Bank
Ohio
$15.8K -$84 -1 -0.5%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.8K +$920 +11 +6%
UB
190
UMB Bank
Missouri
$14.1K +$1.34K +16 +10%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$12.3K +$2.09K +25 +20%
VCM
192
Versant Capital Management
Arizona
$9.87K +$7.28K +87 +281%
HCA
193
Harbor Capital Advisors
Illinois
$9K +$9K +102 New
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$8.2K
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$7.95K
TWD
196
True Wealth Design
Ohio
$7.78K +$753 +9 +11%
CCM
197
Coldstream Capital Management
Washington
$7.28K +$7.28K +87 New
Bessemer Group
198
Bessemer Group
New Jersey
$7K +$5.35K +65 +325%
MG
199
Mather Group
Illinois
$2.51K
FFO
200
Fortitude Family Office
Arizona
$2.51K