Preferred Bank
PFBC
214 hedge funds and large institutions have $942M invested in Preferred Bank in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 91 reducing their positions, and 21 closing their positions.
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
2% more funds holding
Funds holding: 210 → 214 (+4)
2.64% less ownership
Funds ownership: 81.65% → 79.01% (-2.6%)
21% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 91
45% less capital inflows, than outflows
Capital inflows: $39.1M | Capital outflows: $71M
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $90K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$5.14M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$4.26M |
| 3 |
Denali Advisors
San Diego,
California
|
+$3.17M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.32M |
| 5 |
Morgan Stanley
New York
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$5.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.09M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$4.62M |
| 5 |
Numerai
San Francisco,
California
|
-$3.2M |
PFBC Hedge Fund Activity: Q3 2025 in Review
214 of the 7,657 institutional investors tracked by Wall St. Rank reported a position in Preferred Bank (PFBC) for Q3 2025, worth a combined $942M — up 1% from $932M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PFBC positions and 21 closed out — a net gain of 4 holders — while 72 added to existing stakes and 91 trimmed.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $5.14M. The largest seller was UBS Group, cutting an estimated $8.8M.
- 214 institutional investors held Preferred Bank (PFBC) as of Q3 2025, up from 210 in Q2 2025.
- Funds reported $942M of Preferred Bank stock for Q3 2025, up 1% quarter-over-quarter.
- 25 funds opened new Preferred Bank positions in Q3 2025 and 21 closed out, a net change of +4 holders.
- The largest Preferred Bank buyer in Q3 2025 was Qube Research & Technologies (QRT), an estimated $5.14M added.
- The largest Preferred Bank seller in Q3 2025 was UBS Group, an estimated $8.8M sold.
Based on aggregated 13F filings for Q3 2025.