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BV Financial
BVFL

61 hedge funds and large institutions have $65.2M invested in BV Financial in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

22% more funds holding

Funds holding: 50 → 61 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.36% less ownership

Funds ownership: 45.02% → 40.66% (-4.4%)

10% less capital invested

Capital invested by funds: $72.2M → $65.2M (-$7.04M)

Holders
61
Holders Change
+11
Holders Change %
+22%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
18
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$587K
2
Goldman Sachs
Goldman Sachs
New York
+$515K
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$350K
4
BCM
Bridgeway Capital Management
Texas
+$320K
5
EF
Empowered Funds
Pennsylvania
+$271K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$8.82M
2
BCP
BlackBarn Capital Partners
New York
-$3.05M
3
THC
Truffle Hound Capital
Maryland
-$916K
4
AllianceBernstein
AllianceBernstein
Tennessee
-$612K
5
Citadel Advisors
Citadel Advisors
Florida
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.88K +240 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3K -$7.66K -473 -69%
AAP
53
Arax Advisory Partners
Colorado
$2.13K +$2.14K +132 New
EP
54
Essential Partners
California
$1.87K +$1.88K +116 New
Citigroup
55
Citigroup
New York
$1.56K -$45.5K -2,810 -97%
EWA
56
EverSource Wealth Advisors
Alabama
$919 +$113 +7 +14%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$742 +$745 +46 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$355 +$356 +22 New
IA
59
IFP Advisors
Florida
$161 +$162 +10 New
TWD
60
True Wealth Design
Ohio
$49 +$49 +3 New
THC
61
Truffle Hound Capital
Maryland
– -$916K -60,158 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$411K -27,010 Closed
Deutsche Bank
63
Deutsche Bank
Germany
– -$239K -15,715 Closed
Marshall Wace
64
Marshall Wace
United Kingdom
– -$207K -13,619 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$195K -12,788 Closed
MIM
66
MetLife Investment Management
New Jersey
– -$89.2K -5,855 Closed
1 2
3

BVFL Hedge Fund Activity: Q3 2025 in Review

61 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q3 2025, worth a combined $65.2M — down 9.7% from $72.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BVFL positions and 6 closed out — a net gain of 11 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $587K. The largest seller was Fourthstone LLC, cutting an estimated $8.82M.

  • 61 institutional investors held BV Financial (BVFL) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $65.2M of BV Financial stock for Q3 2025, down 9.7% quarter-over-quarter.
  • 17 funds opened new BV Financial positions in Q3 2025 and 6 closed out, a net change of +11 holders.
  • The largest BV Financial buyer in Q3 2025 was BlackRock, an estimated $587K added.
  • The largest BV Financial seller in Q3 2025 was Fourthstone LLC, an estimated $8.82M sold.

Based on aggregated 13F filings for Q3 2025.