PFBC icon

Preferred Bank

221 hedge funds and large institutions have $952M invested in Preferred Bank in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
72
Reduced
86
Closed
18
Calls
$42K
Puts
$853K
Net Calls
-$811K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$2.09K -$586 -7 -22%
WSFS
202
Wilmington Savings Fund Society
Delaware
$2.09K
TSMHT
203
Thurston Springer Miller Herd & Titak
Indiana
$1.84K -$7.7K -92 -81%
RIL
204
Rothschild Investment LLC
Illinois
$1.67K
FHA
205
First Horizon Advisors
Tennessee
$1.59K
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$1.59K +$1.59K +21 New
FFA
207
Farther Finance Advisors
California
$1.51K
LC
208
Lindbrook Capital
California
$1.51K
GEA
209
Glen Eagle Advisors
New Jersey
$1.2K
AAP
210
Arax Advisory Partners
Colorado
$1.09K -$13.1K -156 -92%
BGAI
211
Bruce G. Allen Investments
Colorado
$1K
C
212
Covestor
United Kingdom
$1K -$2.22K -20 -69%
AF
213
Allworth Financial
California
$946
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$753
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$502
BIG
216
Brooklyn Investment Group
New York
$168 +$168 +2 New
SS
217
SBI Securities
Japan
$84 -$420 -5 -83%
LFG
218
Larson Financial Group
Missouri
$84
TFM
219
TFC Financial Management
Massachusetts
$84
JFG
220
Jefferies Financial Group
New York
-$1.41M -16,285 Closed
ETC
221
Exchange Traded Concepts
Oklahoma
-$1.41M -16,272 Closed
MPM
222
Meritage Portfolio Management
Kansas
-$1.27M -14,729 Closed
VIA
223
Virtus Investment Advisers
Connecticut
-$366K -4,238 Closed
SRL
224
Scientech Research LLC
New Jersey
-$334K -3,863 Closed
SSA
225
Schonfeld Strategic Advisors
New York
-$302K -3,500 Closed