CVBF icon

CVB Financial

282 hedge funds and large institutions have $2.2B invested in CVB Financial in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 88 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

5.7% more ownership

Funds ownership: 77.6%83.3% (+5.7%)

7% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 95

Holders
282
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
226
Mather Group
Illinois
$13.6K
AAP
227
Arax Advisory Partners
Colorado
$10.4K
S
228
SignatureFD
Georgia
$9.6K
AFC
229
Ares Financial Consulting
California
$8.46K
RIL
230
Rothschild Investment LLC
Illinois
$8.24K
PFBT
231
Parkside Financial Bank & Trust
Missouri
$8.14K
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.06K
QCG
233
Quadrant Capital Group
Ohio
$7.41K
BFS
234
Bare Financial Services
Pennsylvania
$7.16K
Optiver Holding
235
Optiver Holding
Netherlands
$6.67K
JWM
236
JPL Wealth Management
Colorado
$6.57K
HNB
237
Huntington National Bank
Ohio
$6.01K
LI
238
LRI Investments
Florida
$5.88K
TPWA
239
Twin Peaks Wealth Advisors
California
$5.66K
CFO
240
CVA Family Office
Colorado
$5.02K
WTC
241
WhitTier Trust Company
Nevada
$4.09K
KG
242
Kilter Group
New York
$3.96K
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$3.84K
QL
244
Quarry LP
New York
$3.8K
MCM
245
MAI Capital Management
Ohio
$3.69K
SIS
246
Sound Income Strategies
Florida
$3.62K
KFAS
247
Keating Financial Advisory Services
Kansas
$3.24K
ASN
248
Advisory Services Network
Georgia
$2.52K
AssetMark Inc
249
AssetMark Inc
California
$2.46K
BBHC
250
Brown Brothers Harriman & Co
New York
$2.37K