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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$16.5M -$1.11M -64,778 -7%
BlackRock
2
BlackRock
New York
$9.95M +$197K +11,476 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.5M -$558K -32,407 -6%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.34M -$158K -9,184 -5%
OC
5
Oppenheimer & Close
New York
$2.72M – – –
GJL
6
Gendell Jeffrey L
$2.56M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.1M +$134K +7,812 +7%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$2.09M – – –
State Street
9
State Street
Massachusetts
$1.93M +$5.14K +299 +0.3%
Raymond James Financial
10
Raymond James Financial
Florida
$1.82M +$281K +16,317 +19%
SV
11
Stilwell Value
New York
$1.72M -$86K -5,000 -5%
BCM
12
Beartown Capital Management
Michigan
$1.1M +$1.04M +60,616 New
Northern Trust
13
Northern Trust
Illinois
$1,000K -$130K -7,549 -12%
Goldman Sachs
14
Goldman Sachs
New York
$784K +$195K +11,358 +36%
SCM
15
Saber Capital Management
North Carolina
$622K +$590K +34,266 New
Barclays
16
Barclays
United Kingdom
$530K +$13.4K +781 +3%
PAM
17
Panagora Asset Management
Massachusetts
$513K +$53.3K +3,097 +12%
CC
18
Courier Capital
New York
$454K – – –
Charles Schwab
19
Charles Schwab
California
$451K -$31.4K -1,825 -7%
Morgan Stanley
20
Morgan Stanley
New York
$425K +$74.6K +4,334 +23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$408K +$23.6K +1,369 +6%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$406K +$15.3K +891 +4%
BCM
23
Bridgeway Capital Management
Texas
$394K +$34.1K +1,983 +10%
Bank of America
24
Bank of America
North Carolina
$391K +$54.2K +3,148 +17%
Two Sigma Investments
25
Two Sigma Investments
New York
$243K +$20.5K +1,194 +10%
1
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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.