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Preferred Bank

206 hedge funds and large institutions have $919M invested in Preferred Bank in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

2.17% less ownership

Funds ownership: 79.04%76.86% (-2.2%)

6% less funds holding

Funds holding: 218206 (-12)

7% less capital invested

Capital invested by funds: $985M → $919M (-$65.3M)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
2.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
77
Reduced
78
Closed
31
Calls
$218K
Puts
Net Calls
+$218K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
201
Cedar Mountain Advisors
Oregon
$544 +$544 +6 New
Jones Financial Companies
202
Jones Financial Companies
Missouri
$447 -$1.09K -12 -71%
SS
203
SBI Securities
Japan
$91
TFM
204
TFC Financial Management
Massachusetts
$91
Two Sigma Advisers
205
Two Sigma Advisers
New York
-$5.93M -62,800 Closed
Marshall Wace
206
Marshall Wace
United Kingdom
-$3.17M -33,569 Closed
ACL
207
Azora Capital LP
Florida
-$3.11M -32,882 Closed
SBH
208
Segall Bryant & Hamill
Illinois
-$2.2M -23,290 Closed
A
209
AlphaQuest
New York
-$2.06M -21,767 Closed
JCIA
210
Jackson Creek Investment Advisors
Colorado
-$1.75M -18,574 Closed
VF
211
Virtu Financial
New York
-$1.17M -12,345 Closed
SFI
212
Susquehanna Fundamental Investments
Pennsylvania
-$1.01M -10,675 Closed
VI
213
Versor Investments
New York
-$463K -4,904 Closed
GC
214
Guggenheim Capital
Illinois
-$437K -4,623 Closed
ACM
215
Aquatic Capital Management
Illinois
-$420K -4,447 Closed
Raymond James Financial
216
Raymond James Financial
Florida
-$368K -3,902 Closed
EGM
217
Engineers Gate Manager
New York
-$366K -3,880 Closed
WAM
218
Weiss Asset Management
Massachusetts
-$366K -3,879 Closed
DFCM
219
Dark Forest Capital Management
Puerto Rico
-$360K -3,811 Closed
Robeco Institutional Asset Management
220
Robeco Institutional Asset Management
Netherlands
-$274K -2,901 Closed
DCM
221
DGS Capital Management
New Jersey
-$248K -2,624 Closed
JF
222
JMN Financial
Ohio
-$246K -2,607 Closed
PCM
223
Princeton Capital Management
New Jersey
-$236K -2,500 Closed
N
224
Numerai
California
-$215K -2,278 Closed
VOYA Investment Management
225
VOYA Investment Management
Georgia
-$210K -2,228 Closed