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BV Financial

50 hedge funds and large institutions have $72.2M invested in BV Financial in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

32% more funds holding

Funds holding: 3850 (+12)

5.78% more ownership

Funds ownership: 39.24%45.02% (+5.8%)

4% more capital invested

Capital invested by funds: $69.5M → $72.2M (+$2.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
11
Reduced
7
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$15.4M -$526K -34,979 -3%
FL
2
Fourthstone LLC
Missouri
$12.8M -$398K -26,480 -3%
BlackRock
3
BlackRock
New York
$7.63M +$4.94M +328,141 +190%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.56M +$308K +20,501 +4%
BCP
5
BlackBarn Capital Partners
New York
$7.31M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.16M +$1.52M +101,350 +96%
OC
7
Oppenheimer & Close
New York
$2.28M
GJL
8
Gendell Jeffrey L
$2.15M
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$1.9M -$552K -36,695 -23%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.56M +$519K +34,490 +51%
SV
11
Stilwell Value
New York
$1.52M
State Street
12
State Street
Massachusetts
$1.5M +$826K +54,880 +125%
Raymond James Financial
13
Raymond James Financial
Florida
$1.25M +$1.23M +81,917 New
Northern Trust
14
Northern Trust
Illinois
$1.01M +$700K +46,562 +235%
THC
15
Truffle Hound Capital
Maryland
$916K -$1.35M -89,842 -60%
Citadel Advisors
16
Citadel Advisors
Florida
$411K +$185K +12,277 +83%
Charles Schwab
17
Charles Schwab
California
$406K +$401K +26,674 New
CC
18
Courier Capital
New York
$381K
Bank of New York Mellon
19
Bank of New York Mellon
New York
$311K +$307K +20,395 New
Morgan Stanley
20
Morgan Stanley
New York
$248K +$157K +10,448 +178%
Deutsche Bank
21
Deutsche Bank
Germany
$239K +$236K +15,715 New
Barclays
22
Barclays
United Kingdom
$237K +$187K +12,434 +400%
Marshall Wace
23
Marshall Wace
United Kingdom
$207K +$205K +13,619 New
SO
24
STRS Ohio
Ohio
$200K +$197K +13,100 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$197K +$194K +12,918 New

BVFL Hedge Fund Activity: Q2 2025 in Review

50 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BV Financial (BVFL) for Q2 2025, worth a combined $72.2M — up 3.9% from $69.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BVFL positions and 13 closed out — a net gain of 12 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was BlackRock, adding an estimated $4.94M. The largest seller was Millennium Management, exiting entirely with an estimated $2.52M sold.

  • 50 institutional investors held BV Financial (BVFL) as of Q2 2025, up from 38 in Q1 2025.
  • Funds reported $72.2M of BV Financial stock for Q2 2025, up 3.9% quarter-over-quarter.
  • 25 funds opened new BV Financial positions in Q2 2025 and 13 closed out, a net change of +12 holders.
  • The largest BV Financial buyer in Q2 2025 was BlackRock, an estimated $4.94M added.
  • The largest BV Financial seller in Q2 2025 was Millennium Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q2 2025.