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Preferred Bank

209 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, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $346K

Holders
209
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
$346K
Net Calls
Net Calls Change

Top Buyers

1 +$4.68M
2 +$4.5M
3 +$4.38M
4
American Century Companies
American Century Companies
Missouri
+$3.01M
5
Morgan Stanley
Morgan Stanley
New York
+$2.92M

Top Sellers

1 -$10.3M
2 -$7.09M
3 -$6.88M
4
BlackRock
BlackRock
New York
-$6.18M
5
NL
Nuveen LLC
North Carolina
-$5.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$16K
UB
177
UMB Bank
Missouri
$14.6K
MCM
178
MAI Capital Management
Ohio
$14K
ACM
179
Aster Capital Management
United Arab Emirates
$13.8K
C
180
Covestor
United Kingdom
$12K
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$10.6K
IA
182
IFP Advisors
Florida
$10.5K
HCA
183
Harbor Capital Advisors
Illinois
$10K
Bessemer Group
184
Bessemer Group
New Jersey
$10K
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$8.48K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$8.22K
BIG
187
Brooklyn Investment Group
New York
$6.23K
HFS
188
Hantz Financial Services
Michigan
$6K
FFO
189
Fortitude Family Office
Arizona
$2.6K
RIL
190
Rothschild Investment LLC
Illinois
$2.6K
WSFS
191
Wilmington Savings Fund Society
Delaware
$2.16K
QL
192
Quarry LP
New York
$2.16K
TPWA
193
Twin Peaks Wealth Advisors
California
$2.04K
TSMHT
194
Thurston Springer Miller Herd & Titak
Indiana
$1.9K
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$1.82K
GEA
196
Glen Eagle Advisors
New Jersey
$1.25K
AAP
197
Arax Advisory Partners
Colorado
$1.13K
BGAI
198
Bruce G. Allen Investments
Colorado
$1.13K
TWD
199
True Wealth Design
Ohio
$779
FMII
200
Farmers & Merchants Investments Inc
Nebraska
$779