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Preferred Bank

211 hedge funds and large institutions have $942M invested in Preferred Bank in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 92 reducing their positions, and 21 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 capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 92

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $90K

Holders
211
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
$90K
Net Calls
Net Calls Change

Top Buyers

1 +$5.01M
2 +$4.15M
3 +$3.09M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.18M

Top Sellers

1 -$8.58M
2 -$5.01M
3 -$4.97M
4
LSV Asset Management
LSV Asset Management
Illinois
-$4.5M
5
N
Numerai
California
-$3.12M