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BV Financial

62 hedge funds and large institutions have $62.7M invested in BV Financial in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 6162 (+1)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

4% less capital invested

Capital invested by funds: $65.2M → $62.7M (-$2.45M)

1.83% less ownership

Funds ownership: 40.66%38.83% (-1.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
21
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
26
STRS Ohio
Ohio
$238K
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$215K -$24.8K -1,442 -11%
N
28
Nuveen
North Carolina
$205K
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$176K -$34.4K -2,001 -16%
Wells Fargo
30
Wells Fargo
California
$165K +$45.5K +2,642 +41%
UBS Group
31
UBS Group
Switzerland
$100K -$37.9K -2,204 -29%
MIM
32
MetLife Investment Management
New Jersey
$94.6K +$89.8K +5,217 New
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$90.7K
C
34
Covestor
United Kingdom
$87K
JP Morgan Chase
35
JP Morgan Chase
New York
$84.9K -$59.5K -3,455 -42%
Mirae Asset Global ETFs Holdings
36
Mirae Asset Global ETFs Holdings
Hong Kong
$69.8K -$3.63K -211 -5%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$38.1K -$4.73K -275 -12%
PFSRSONJ
38
Police & Firemen's Retirement System of New Jersey
New Jersey
$35.6K
HIA
39
Harbor Investment Advisory
Maryland
$27.8K
Russell Investments Group
40
Russell Investments Group
United Kingdom
$26.9K +$1.96K +114 +8%
AIP
41
Ameritas Investment Partners
Nebraska
$16K
Legal & General Group
42
Legal & General Group
United Kingdom
$14.1K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$13K +$8.91K +518 +242%
TRCT
44
Tower Research Capital (TRC)
New York
$11.2K -$912 -53 -8%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$9.05K -$740 -43 -8%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$9K +$4.01K +233 +97%
SCM
47
Sterling Capital Management
North Carolina
$8.49K -$1.96K -114 -20%
Citigroup
48
Citigroup
New York
$7.38K +$5.33K +310 +320%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$7.02K +$5.87K +341 +741%
LFG
50
Larson Financial Group
Missouri
$6.28K -$7.21K -419 -55%

BVFL Hedge Fund Activity: Q4 2025 in Review

62 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q4 2025, worth a combined $62.7M — down 3.8% from $65.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BVFL positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $281K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $4.8M sold.

  • 62 institutional investors held BV Financial (BVFL) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $62.7M of BV Financial stock for Q4 2025, down 3.8% quarter-over-quarter.
  • 8 funds opened new BV Financial positions in Q4 2025 and 7 closed out, a net change of +1 holder.
  • The largest BV Financial buyer in Q4 2025 was Raymond James Financial, an estimated $281K added.
  • The largest BV Financial seller in Q4 2025 was Fourthstone LLC, an estimated $4.8M sold.

Based on aggregated 13F filings for Q4 2025.