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BV Financial

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: 5061 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$15.7M -$612K -37,810 -4%
BlackRock
2
BlackRock
New York
$8.66M +$587K +36,279 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.07M +$68.9K +4,254 +0.9%
FL
4
Fourthstone LLC
Missouri
$4.8M -$8.82M -544,936 -65%
BCP
5
BlackBarn Capital Partners
New York
$4.7M -$3.05M -188,558 -39%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.12M -$230K -14,231 -7%
OC
7
Oppenheimer & Close
New York
$2.42M
GJL
8
Gendell Jeffrey L
$2.28M
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$1.86M -$157K -9,695 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.74M +$85.6K +5,288 +5%
State Street
11
State Street
Massachusetts
$1.71M +$123K +7,614 +8%
SV
12
Stilwell Value
New York
$1.61M
Raymond James Financial
13
Raymond James Financial
Florida
$1.36M +$37.5K +2,314 +3%
Northern Trust
14
Northern Trust
Illinois
$1.01M -$59.7K -3,686 -6%
Goldman Sachs
15
Goldman Sachs
New York
$513K +$515K +31,846 New
Barclays
16
Barclays
United Kingdom
$458K +$209K +12,882 +83%
Charles Schwab
17
Charles Schwab
California
$430K
PAM
18
Panagora Asset Management
Massachusetts
$406K +$230K +14,230 +130%
CC
19
Courier Capital
New York
$403K
HSBC Holdings
20
HSBC Holdings
United Kingdom
$352K +$350K +21,648 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$341K +$12.1K +750 +4%
BCM
22
Bridgeway Capital Management
Texas
$319K +$320K +19,764 New
Morgan Stanley
23
Morgan Stanley
New York
$308K +$45.5K +2,814 +17%
Bank of America
24
Bank of America
North Carolina
$296K +$238K +14,691 +397%
EF
25
Empowered Funds
Pennsylvania
$270K +$271K +16,764 New

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.