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CVB Financial
CVBF

Overview Fund Activity

251 hedge funds and large institutions have $2.04B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
69
Reduced
104
Closed
25
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$143K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$59.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.64M
3
Two Sigma Investments
Two Sigma Investments
New York
$9.82M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$138M
5
EP
Edgestream Partners
New Jersey
$3.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$46.7M
2
BlackRock
BlackRock
New York
$379M
3
State Street
State Street
Massachusetts
$129M
4
American Century Companies
American Century Companies
Missouri
$51.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$2.59K +$2.38K +45 +1,125%
AssetMark Inc
227
AssetMark Inc
California
$2.51K -$376 -19 -13%
SS
228
SBI Securities
Japan
$2.22K – – –
PWMG
229
Prestige Wealth Management Group
New Jersey
$2.06K – – –
JWA
230
JFS Wealth Advisors
Pennsylvania
$1.98K -$712 -36 -26%
GRP
231
Global Retirement Partners
California
$1.83K +$1.83K +93 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.58K -$297 -15 -16%
PWMG
233
Private Wealth Management Group
New Jersey
$1.13K – – –
GWM
234
Geneos Wealth Management
Colorado
$1.03K -$9.89K -500 -91%
RA
235
Rise Advisors
New York
$990 – – –
FFO
236
Fortitude Family Office
Arizona
$950 +$950 +48 New
DPW
237
DiNuzzo Private Wealth
Pennsylvania
$614 – – –
PWA
238
Physician Wealth Advisors
Utah
$535 -$674 -34 -56%
CFO
239
CVA Family Office
Colorado
$515 -$792 -40 -61%
SIC
240
SJS Investment Consulting
Ohio
$317 -$357 -18 -53%
CIAM
241
Caitong International Asset Management
Hong Kong
$257 +$257 +13 New
BGAI
242
Bruce G. Allen Investments
Colorado
$198 – – –
HIA
243
HFM Investment Advisors
New Jersey
$198 +$119 +6 +150%
RWM
244
Rialto Wealth Management
New York
$198 +$198 +10 New
AGWCA
245
Annis Gardner Whiting Capital Advisors
Florida
$179 +$179 +9 New
PWM
246
Parkworth Wealth Management
California
$99 – – –
WCM
247
WealthTrak Capital Management
Virginia
$99 – – –
BHWM
248
Bay Harbor Wealth Management
Maryland
$98 +$39 +2 +67%
LFG
249
Larson Financial Group
Missouri
$79 -$40 -2 -33%
TWD
250
True Wealth Design
Ohio
$40 – – –
7 8 9
10
11