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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
KAS
226
Kemnay Advisory Services
New York
$16.9K +$17.2K +874 New
MG
227
Mather Group
Illinois
$13.6K +$13.8K +701 New
AAP
228
Arax Advisory Partners
Colorado
$10.4K +$5.31K +270 +102%
S
229
SignatureFD
Georgia
$9.6K -$5.15K -262 -35%
AFC
230
Ares Financial Consulting
California
$8.46K
RIL
231
Rothschild Investment LLC
Illinois
$8.24K -$393 -20 -4%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$8.14K
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.06K +$8.18K +416 New
QCG
234
Quadrant Capital Group
Ohio
$7.41K
BFS
235
Bare Financial Services
Pennsylvania
$7.16K +$610 +31 +9%
Optiver Holding
236
Optiver Holding
Netherlands
$6.67K +$6.76K +344 New
JWM
237
JPL Wealth Management
Colorado
$6.57K +$6.67K +339 New
HNB
238
Huntington National Bank
Ohio
$6.01K
LI
239
LRI Investments
Florida
$5.88K
TPWA
240
Twin Peaks Wealth Advisors
California
$5.66K +$5.74K +292 New
CFO
241
CVA Family Office
Colorado
$5.02K +$3.05K +155 +149%
NA
242
NewEdge Advisors
Louisiana
$4.73K +$865 +44 +22%
WTC
243
WhitTier Trust Company
Nevada
$4.09K +$4.07K +207 New
KG
244
Kilter Group
New York
$3.96K +$4.01K +204 New
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$3.84K
QL
246
Quarry LP
New York
$3.8K -$2.89K -147 -43%
MCM
247
MAI Capital Management
Ohio
$3.69K +$865 +44 +30%
SIS
248
Sound Income Strategies
Florida
$3.62K
KFAS
249
Keating Financial Advisory Services
Kansas
$3.24K +$2.03K +103 +161%
ASN
250
Advisory Services Network
Georgia
$2.52K +$2.56K +130 New

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.