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CVB Financial

238 hedge funds and large institutions have $1.93B invested in CVB Financial in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

3% more funds holding

Funds holding: 230238 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.99% less ownership

Funds ownership: 75.75%74.76% (-0.99%)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

15% less capital invested

Capital invested by funds: $2.27B → $1.93B (-$340M)

93% less call options, than puts

Call options by funds: $11K | Put options by funds: $153K

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
77
Reduced
78
Closed
23
Calls
$11K
Puts
$153K
Net Calls
-$142K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
DPW
226
DiNuzzo Private Wealth
Pennsylvania
$573
GFPC
227
Global Financial Private Client
Florida
$332 +$179 +9 +100%
BGAI
228
Bruce G. Allen Investments
Colorado
$185
LFG
229
Larson Financial Group
Missouri
$111
WCM
230
WealthTrak Capital Management
Virginia
$93
PWM
231
Parkworth Wealth Management
California
$92
IA
232
IFP Advisors
Florida
$74
HIA
233
HFM Investment Advisors
New Jersey
$74 +$80 +4 New
BHWM
234
Bay Harbor Wealth Management
Maryland
$55 +$60 +3 New
TWD
235
True Wealth Design
Ohio
$37 +$40 +2 New
TWC
236
TD Waterhouse Canada
Ontario, Canada
$18
BFM
237
Boothbay Fund Management
New York
-$5.82M -271,786 Closed
RC
238
Roubaix Capital
Colorado
-$3.47M -162,061 Closed
Tudor Investment Corp
239
Tudor Investment Corp
Connecticut
-$1.94M -90,818 Closed
PFO
240
PMC FIG Opportunities
Israel
-$1.69M -78,895 Closed
TI
241
Trexquant Investment
Connecticut
-$993K -46,384 Closed
Fisher Asset Management
242
Fisher Asset Management
Washington
-$884K -41,273 Closed
Squarepoint
243
Squarepoint
New York
-$643K -30,045 Closed
PAP
244
Persistent Asset Partners
Hong Kong
-$518K -24,853 Closed
JF
245
Jump Financial
Illinois
-$382K -17,860 Closed
DFCM
246
Dark Forest Capital Management
Puerto Rico
-$294K -13,711 Closed
AG
247
Algert Global
California
-$271K -12,673 Closed
FT
248
Fiduciary Trust
Massachusetts
-$222K -10,374 Closed
MOS
249
MGO One Seven
Ohio
-$221K -10,318 Closed
SC
250
Savant Capital
Illinois
-$221K -10,304 Closed

CVBF Hedge Fund Activity: Q1 2025 in Review

238 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2025, worth a combined $1.93B — down 15% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CVBF positions and 23 closed out — a net gain of 9 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Parallel Advisors, adding an estimated $17.4M. The largest seller was Goldman Sachs, cutting an estimated $28.6M.

  • 238 institutional investors held CVB Financial (CVBF) as of Q1 2025, up from 230 in Q4 2024.
  • Funds reported $1.93B of CVB Financial stock for Q1 2025, down 15% quarter-over-quarter.
  • 32 funds opened new CVB Financial positions in Q1 2025 and 23 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q1 2025 was Parallel Advisors, an estimated $17.4M added.
  • The largest CVB Financial seller in Q1 2025 was Goldman Sachs, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2025.