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BV Financial
BVFL

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: 61 → 62 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$281K
2
BlackRock
BlackRock
New York
+$197K
3
Goldman Sachs
Goldman Sachs
New York
+$195K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$134K
5
MIM
MetLife Investment Management
New Jersey
+$89.8K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$4.8M
2
BCP
BlackBarn Capital Partners
New York
-$4.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.11M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$558K
5
EF
Empowered Funds
Pennsylvania
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
51
State of Wyoming
Wyoming
$5.64K +$103 +6 +2%
AB
52
Amalgamated Bank
New York
$5K -$706 -41 -14%
EP
53
Essential Partners
California
$2.09K -$17 -1 -0.9%
EWA
54
EverSource Wealth Advisors
Alabama
$1.2K +$155 +9 +16%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$363 -$34 -2 -9%
UBS AM
56
UBS AM
Illinois
$200 +$189 +11 New
FFA
57
Farther Finance Advisors
California
$127 +$120 +7 New
MCM
58
MAI Capital Management
Ohio
$55 +$52 +3 New
IA
59
IFP Advisors
Florida
$36 -$138 -8 -80%
RIL
60
Rothschild Investment LLC
Illinois
$36 +$34 +2 New
SS
61
Sunbelt Securities
Texas
$18 +$17 +1 New
FL
62
Fourthstone LLC
Missouri
– -$4.8M -297,624 Closed
BCP
63
BlackBarn Capital Partners
New York
– -$4.7M -291,442 Closed
EF
64
Empowered Funds
Pennsylvania
– -$270K -16,764 Closed
Jane Street
65
Jane Street
New York
– -$222K -13,799 Closed
Nisa Investment Advisors
66
Nisa Investment Advisors
Missouri
– -$26.6K -1,648 Closed
AAP
67
Arax Advisory Partners
Colorado
– -$2.13K -132 Closed
TWD
68
True Wealth Design
Ohio
– -$49 -3 Closed
1 2
3

BVFL Hedge Fund Activity: Q4 2025 in Review

62 of the 8,224 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.