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Preferred Bank

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: 213218 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
QL
201
Quarry LP
New York
$1.51K -$47.3K -507 -97%
BGAI
202
Bruce G. Allen Investments
Colorado
$1.51K +$280 +3 +23%
GEA
203
Glen Eagle Advisors
New Jersey
$1.39K
FFA
204
Farther Finance Advisors
California
$850
TWD
205
True Wealth Design
Ohio
$850
EP
206
Essential Partners
California
$755
AW
207
Ankerstar Wealth
Texas
$755 +$746 +8 New
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$661 -$186 -2 -22%
AssetMark Inc
209
AssetMark Inc
California
$472 +$466 +5 New
LFG
210
Larson Financial Group
Missouri
$378
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$283 +$280 +3 New
FHA
212
Flagship Harbor Advisors
Massachusetts
$189 +$186 +2 New
TFM
213
TFC Financial Management
Massachusetts
$95
GWM
214
Gilpin Wealth Management
Colorado
$95 +$93 +1 New
SS
215
SBI Securities
Japan
$94
KFAS
216
Keating Financial Advisory Services
Kansas
$94 +$93 +1 New
ECM
217
ExodusPoint Capital Management
New York
-$983K -10,876 Closed
DTL
218
Dynamic Technology Lab
Singapore
-$923K -10,212 Closed
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
-$724K -8,010 Closed
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
-$555K -6,145 Closed
MM
221
MQS Management
New York
-$504K -5,575 Closed
Balyasny Asset Management
222
Balyasny Asset Management
Illinois
-$460K -5,086 Closed
BHCM
223
Brevan Howard Capital Management
Jersey
-$375K -4,153 Closed
P
224
Pitcairn
Pennsylvania
-$317K -3,507 Closed
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
-$297K -3,291 Closed

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.