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BV Financial
BVFL

38 hedge funds and large institutions have $69.5M invested in BV Financial in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

3% more funds holding

Funds holding: 37 → 38 (+1)

0.51% more ownership

Funds ownership: 38.73% → 39.24% (+0.51%)

10% less capital invested

Capital invested by funds: $77.4M → $69.5M (-$7.9M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
13
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$4.35M
2
Millennium Management
Millennium Management
New York
+$1.82M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$336K
5
HF
HRT Financial
New York
+$280K

Top Sellers

Rank Fund Capital Flow
1
CP
Castalian Partners
Minnesota
-$6.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$857K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$457K
4
6CM
683 Capital Management
New York
-$375K
5
OAC
OMERS Administration Corp
Ontario, Canada
-$260K
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$165K +$170K +10,836 New
CSS
27
Cubist Systematic Strategies
Connecticut
$100K -$32K -2,034 -24%
Morgan Stanley
28
Morgan Stanley
New York
$89.4K +$42.8K +2,724 +87%
PAS
29
Point72 Asia (Singapore)
Singapore
$81.3K -$1.52K -97 -2%
C
30
Covestor
United Kingdom
$74K – – –
Barclays
31
Barclays
United Kingdom
$47.4K -$78.4K -4,988 -62%
UBS Group
32
UBS Group
Switzerland
$32.2K +$21.1K +1,340 +174%
SOW
33
State of Wyoming
Wyoming
$14.2K +$3.72K +237 +34%
TRCT
34
Tower Research Capital (TRC)
New York
$7.23K +$7.42K +472 +23,600%
Bank of America
35
Bank of America
North Carolina
$1.27K +$63 +4 +5%
PD
36
Point72 (DIFC)
United Arab Emirates
$916 -$3.85K -245 -80%
CCM
37
Coldstream Capital Management
Washington
$763 +$786 +50 New
CP
38
Castalian Partners
Minnesota
– -$6.1M -354,500 Closed
6CM
39
683 Capital Management
New York
– -$375K -21,805 Closed
OAC
40
OMERS Administration Corp
Ontario, Canada
– -$260K -15,091 Closed
ACM
41
Aster Capital Management
United Arab Emirates
– -$45K -2,613 Closed
AW
42
Avion Wealth
Texas
– +$786 +50 New
1
2

BVFL Hedge Fund Activity: Q1 2025 in Review

38 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q1 2025, worth a combined $69.5M — down 10% from $77.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BVFL positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.35M. The largest seller was Castalian Partners, exiting entirely with an estimated $6.1M sold.

  • 38 institutional investors held BV Financial (BVFL) as of Q1 2025, up from 37 in Q4 2024.
  • Funds reported $69.5M of BV Financial stock for Q1 2025, down 10% quarter-over-quarter.
  • 5 funds opened new BV Financial positions in Q1 2025 and 4 closed out, a net change of +1 holder.
  • The largest BV Financial buyer in Q1 2025 was Fourthstone LLC, an estimated $4.35M added.
  • The largest BV Financial seller in Q1 2025 was Castalian Partners, an estimated $6.1M sold.

Based on aggregated 13F filings for Q1 2025.