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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.

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 %
FFA
201
Farther Finance Advisors
California
$606 -$952 -11 -61%
LFG
202
Larson Financial Group
Missouri
$519 +$433 +5 +500%
CT
203
Clearstead Trust
Maine
$433 +$433 +5 New
Jones Financial Companies
204
Jones Financial Companies
Missouri
$432 +$432 +5 New
HI
205
Horizon Investments
North Carolina
$258 +$258 +3 New
SS
206
SBI Securities
Japan
$87 – – –
TFM
207
TFC Financial Management
Massachusetts
$87 – – –
WAM
208
Weiss Asset Management
Massachusetts
– -$6.88M -82,192 Closed
DA
209
Denali Advisors
California
– -$2.85M -34,113 Closed
EF
210
Empowered Funds
Pennsylvania
– -$2.14M -25,605 Closed
ECM
211
ExodusPoint Capital Management
New York
– -$1.18M -14,086 Closed
PMAM
212
Picton Mahoney Asset Management
Ontario, Canada
– -$1.12M -13,408 Closed
DFCM
213
Dark Forest Capital Management
Puerto Rico
– -$1.12M -13,401 Closed
Balyasny Asset Management
214
Balyasny Asset Management
Illinois
– -$1.08M -12,888 Closed
TI
215
Trexquant Investment
Connecticut
– -$762K -9,103 Closed
HighTower Advisors
216
HighTower Advisors
Illinois
– -$674K -8,055 Closed
State Board of Administration of Florida Retirement System
217
State Board of Administration of Florida Retirement System
Florida
– -$575K -6,871 Closed
CF
218
Corebridge Financial
Texas
– -$534K -6,385 Closed
QC
219
Quadrature Capital
United Kingdom
– -$430K -5,131 Closed
Amundi
220
Amundi
France
– -$389K -5,027 Closed
M1FG
221
Mach-1 Financial Group
Arkansas
– -$327K -3,910 Closed
Allianz Asset Management
222
Allianz Asset Management
Germany
– -$301K -3,600 Closed
OR
223
Olympiad Research
Connecticut
– -$240K -2,865 Closed
CWM
224
CIBC World Markets
New York
– -$227K -2,712 Closed
DZ Bank
225
DZ Bank
Germany
– -$203K -2,425 Closed
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