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CVB Financial

284 hedge funds and large institutions have $2.2B invested in CVB Financial in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$218M)

8% more funds holding

Funds holding: 264284 (+20)

5.72% more ownership

Funds ownership: 77.6%83.31% (+5.7%)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

Holders
284
Holders Change
+20
Holders Change %
+7.58%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
89
Reduced
95
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$369M -$2.67M -135,924 -0.7%
State Street
2
State Street
Massachusetts
$154M +$25.2M +1,280,967 +19%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$153M +$155M +7,890,398 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$148M +$6.52M +331,307 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M +$11.9M +607,663 +9%
VCM
6
Vanguard Capital Management
Pennsylvania
$110M +$112M +5,688,658 New
Charles Schwab
7
Charles Schwab
California
$89.2M -$17.5M -890,769 -16%
PA
8
Parallel Advisors
California
$70.9M -$3.2M -162,666 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$63.6M +$1.32M +67,039 +2%
SAM
10
Silvercrest Asset Management
New York
$45.8M -$8.21M -417,343 -15%
HAM
11
HoldCo Asset Management
Florida
$45.4M +$2.34M +118,772 +5%
Victory Capital Management
12
Victory Capital Management
Texas
$40.1M +$764K +38,868 +2%
Morgan Stanley
13
Morgan Stanley
New York
$39.7M -$6.33M -321,788 -14%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$39.7M -$1.52M -77,526 -4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$34.7M +$979K +49,806 +3%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$29.8M +$27M +1,371,487 +826%
Northern Trust
17
Northern Trust
Illinois
$28.6M -$259K -13,150 -0.9%
Bessemer Group
18
Bessemer Group
New Jersey
$28.4M +$7.33M +372,732 +34%
Goldman Sachs
19
Goldman Sachs
New York
$26.8M +$8.61M +437,850 +46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.6M -$1.32M -66,911 -5%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$23.7M +$9.97M +507,228 +71%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$20.4M -$422K -21,436 -2%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$18.8M +$16.3M +829,043 +591%
Bank of America
24
Bank of America
North Carolina
$17.9M +$3.99M +202,857 +28%
BHCM
25
Brevan Howard Capital Management
Jersey
$17.4M +$11.7M +595,386 +198%

CVBF Hedge Fund Activity: Q1 2026 in Review

284 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2026, worth a combined $2.2B — up 11% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CVBF positions and 29 closed out — a net gain of 27 holders — while 89 added to existing stakes and 95 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $27M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $39.7M sold.

  • 284 institutional investors held CVB Financial (CVBF) as of Q1 2026, up from 264 in Q4 2025.
  • Funds reported $2.2B of CVB Financial stock for Q1 2026, up 11% quarter-over-quarter.
  • 56 funds opened new CVB Financial positions in Q1 2026 and 29 closed out, a net change of +27 holders.
  • The largest CVB Financial buyer in Q1 2026 was Balyasny Asset Management, an estimated $27M added.
  • The largest CVB Financial seller in Q1 2026 was Capital Research Global Investors, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2026.