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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 %
BlackRock
1
BlackRock
New York
$108M -$158K -1,887 -0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$96.1M +$1.65M +19,697 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$74.5M +$675K +8,074 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$53M -$2.57M -30,724 -5%
State Street
5
State Street
Massachusetts
$50.2M -$3.47M -41,535 -6%
Boston Partners
6
Boston Partners
Massachusetts
$44M -$411K -4,907 -0.9%
Charles Schwab
7
Charles Schwab
California
$39.7M +$3.38M +40,435 +9%
NL
8
Nuveen LLC
North Carolina
$33.9M +$33.9M +410,030 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.7M +$599K +7,160 +2%
American Century Companies
10
American Century Companies
Missouri
$21.5M +$4.8M +57,434 +29%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$19.2M -$2.77M -32,954 -13%
UBS Group
12
UBS Group
Switzerland
$17.2M +$219K +2,621 +1%
Morgan Stanley
13
Morgan Stanley
New York
$15.2M -$2.7M -32,296 -15%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$15.1M -$715K -8,547 -5%
KCM
15
Kennedy Capital Management
Missouri
$14.8M +$7.29M +87,181 +97%
Northern Trust
16
Northern Trust
Illinois
$14.2M -$429K -5,127 -3%
Goldman Sachs
17
Goldman Sachs
New York
$13.6M -$7.07M -84,547 -34%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$12.1M -$1.26M -15,030 -9%
Millennium Management
19
Millennium Management
New York
$11.6M -$723K -8,648 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$11.5M -$462K -5,522 -4%
PFC
21
Phocas Financial Corp
California
$10.7M -$616K -7,363 -5%
Invesco
22
Invesco
Georgia
$10M -$308K -3,686 -3%
SCA
23
Stieven Capital Advisors
Missouri
$9.28M +$16.7K +200 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8.27M -$1.02M -12,155 -11%
ProShare Advisors
25
ProShare Advisors
Maryland
$7.3M +$124K +1,479 +2%