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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
BlackRock
1
BlackRock
New York
$114M -$398K -4,275 -0.4%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$98.7M -$8.71M -93,455 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$79.1M -$2.96M -31,734 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$55.4M -$1.37M -14,697 -2%
State Street
5
State Street
Massachusetts
$51.1M -$1.27M -13,572 -2%
Charles Schwab
6
Charles Schwab
California
$46.7M +$1.52M +16,348 +3%
Boston Partners
7
Boston Partners
Massachusetts
$46.6M -$3.32M -35,619 -7%
American Century Companies
8
American Century Companies
Missouri
$34.6M +$2.66M +28,516 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$34.1M -$94.2K -1,011 -0.3%
N
10
Nuveen
North Carolina
$33.6M +$1.71M +18,309 +5%
Morgan Stanley
11
Morgan Stanley
New York
$20M -$2.62M -28,064 -12%
Goldman Sachs
12
Goldman Sachs
New York
$19.5M +$3.09M +33,124 +19%
KCM
13
Kennedy Capital Management
Missouri
$18.8M +$3.09M +33,157 +20%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$14M +$2.64M +28,268 +24%
Northern Trust
15
Northern Trust
Illinois
$13.6M -$873K -9,363 -6%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$13.1M +$55K +590 +0.4%
PFC
17
Phocas Financial Corp
California
$12.3M -$29.1K -312 -0.2%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$11.9M +$4.81M +51,631 +69%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$11.7M -$799K -8,567 -6%
SCA
20
Stieven Capital Advisors
Missouri
$11.1M -$28K -300 -0.3%
Two Sigma Investments
21
Two Sigma Investments
New York
$10.1M +$113K +1,211 +1%
Invesco
22
Invesco
Georgia
$9.63M +$2.65M +28,454 +39%
DIA
23
Dana Investment Advisors
Wisconsin
$7.62M -$17.5K -188 -0.2%
Millennium Management
24
Millennium Management
New York
$7.17M -$5.91M -63,401 -45%
Principal Financial Group
25
Principal Financial Group
Iowa
$6.61M +$362K +3,880 +6%

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.