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Preferred Bank
PFBC

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: 213 → 218 (+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

Top Buyers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.81M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.26M
3
KCM
Kennedy Capital Management
Missouri
+$3.09M
4
Goldman Sachs
Goldman Sachs
New York
+$3.09M
5
TI
Trexquant Investment
Connecticut
+$3.08M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$8.71M
2
Millennium Management
Millennium Management
New York
-$5.91M
3
Boston Partners
Boston Partners
Massachusetts
-$3.32M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.96M
5
Morgan Stanley
Morgan Stanley
New York
-$2.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
176
Versant Capital Management
Arizona
$18.7K – – –
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.7K +$373 +4 +2%
HNB
178
Huntington National Bank
Ohio
$17.5K -$839 -9 -5%
UB
179
UMB Bank
Missouri
$16.6K +$746 +8 +5%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$14.7K +$2.61K +28 +22%
Bessemer Group
181
Bessemer Group
New Jersey
$14K +$3.08K +33 +28%
HFS
182
Hantz Financial Services
Michigan
$13K -$1.49K -16 -10%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$12K +$373 +4 +3%
EWP
184
Elevation Wealth Partners
California
$11.8K +$11.7K +125 New
HCA
185
Harbor Capital Advisors
Illinois
$11K -$186 -2 -2%
SL
186
Salomon & Ludwin
Virginia
$9.99K -$2.42K -26 -20%
Mitsubishi UFJ Asset Management
187
Mitsubishi UFJ Asset Management
Japan
$9.4K – – –
ECSS
188
Eurizon Capital SGR SpA
$6.52K +$6.43K +69 New
QCG
189
Quadrant Capital Group
Ohio
$4.34K – – –
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$4.34K +$373 +4 +10%
IAIM
191
International Assets Investment Management
Florida
$3.78K +$3.73K +40 New
IA
192
IFP Advisors
Florida
$3.21K +$2.98K +32 +1,600%
FFO
193
Fortitude Family Office
Arizona
$2.83K – – –
AAP
194
Arax Advisory Partners
Colorado
$2.68K -$32.6K -350 -93%
US Bancorp
195
US Bancorp
Minnesota
$2.64K – – –
PA
196
Parallel Advisors
California
$2.56K +$2.52K +27 New
ACM
197
Aster Capital Management
United Arab Emirates
$2.08K +$2.05K +22 New
RIL
198
Rothschild Investment LLC
Illinois
$1.89K – – –
Jones Financial Companies
199
Jones Financial Companies
Missouri
$1.6K – – –
SIS
200
Sound Income Strategies
Florida
$1.56K +$1.49K +16 New
6 7
8
9 10

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.