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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $994M → $952M (-$42.5M)

16% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 86

95% less call options, than puts

Call options by funds: $42K | Put options by funds: $853K

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42K
Puts
$853K
Net Calls
Net Calls Change

Top Buyers

1 +$7.29M
2 +$4.8M
3 +$3.38M
4
Jane Street
Jane Street
New York
+$2.49M
5
DA
Denali Advisors
California
+$2.2M

Top Sellers

1 -$7.07M
2 -$5.62M
3 -$3.47M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.77M
5
Morgan Stanley
Morgan Stanley
New York
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
176
Copeland Capital Management
Pennsylvania
$60.8K
MAM
177
Meeder Asset Management
Ohio
$55.5K
Osaic Holdings
178
Osaic Holdings
Arizona
$49.1K
PD
179
Point72 (DIFC)
United Arab Emirates
$46.2K
CSS
180
Cubist Systematic Strategies
Connecticut
$45K
US Bancorp
181
US Bancorp
Minnesota
$44.9K
GI
182
GAMMA Investing
California
$36.9K
SAM
183
Smartleaf Asset Management
Massachusetts
$35.5K
TRCT
184
Tower Research Capital (TRC)
New York
$25.9K
NS
185
NBC Securities
Alabama
$25K
NA
186
NewEdge Advisors
Louisiana
$24.4K
QCG
187
Quadrant Capital Group
Ohio
$19.8K
HNB
188
Huntington National Bank
Ohio
$15.8K
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.8K
UB
190
UMB Bank
Missouri
$14.1K
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$12.3K
VCM
192
Versant Capital Management
Arizona
$9.87K
HCA
193
Harbor Capital Advisors
Illinois
$9K
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
CCM
197
Coldstream Capital Management
Washington
$7.28K
Bessemer Group
198
Bessemer Group
New Jersey
$7K
MG
199
Mather Group
Illinois
$2.51K
FFO
200
Fortitude Family Office
Arizona
$2.51K