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CVB Financial

252 hedge funds and large institutions have $2.04B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

6% more funds holding

Funds holding: 238252 (+14)

6% more capital invested

Capital invested by funds: $1.93B → $2.04B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 74.76%74.68% (-0.08%)

33% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 103

Holders
252
Holders Change
+14
Holders Change %
+5.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
69
Reduced
103
Closed
25
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$2.59K +$838 +45 +1,125%
AssetMark Inc
227
AssetMark Inc
California
$2.51K -$354 -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 -$670 -36 -26%
GRP
231
Global Retirement Partners
California
$1.83K +$1.73K +93 New
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.58K -$279 -15 -16%
CAWM
233
Capital A Wealth Management
Pennsylvania
$1.49K +$1.38K +74 New
PWMG
234
Private Wealth Management Group
New Jersey
$1.13K
GWM
235
Geneos Wealth Management
Colorado
$1.03K -$9.31K -500 -91%
RA
236
Rise Advisors
New York
$990
FFO
237
Fortitude Family Office
Arizona
$950 +$894 +48 New
DPW
238
DiNuzzo Private Wealth
Pennsylvania
$614
PWA
239
Physician Wealth Advisors
Utah
$535 -$633 -34 -56%
CFO
240
CVA Family Office
Colorado
$515 -$745 -40 -61%
SIC
241
SJS Investment Consulting
Ohio
$317 -$335 -18 -53%
CIAM
242
Caitong International Asset Management
Hong Kong
$257 +$242 +13 New
BGAI
243
Bruce G. Allen Investments
Colorado
$198
HIA
244
HFM Investment Advisors
New Jersey
$198 +$112 +6 +150%
RWM
245
Rialto Wealth Management
New York
$198 +$186 +10 New
AGWCA
246
Annis Gardner Whiting Capital Advisors
Florida
$179 +$168 +9 New
PWM
247
Parkworth Wealth Management
California
$99
WCM
248
WealthTrak Capital Management
Virginia
$99
BHWM
249
Bay Harbor Wealth Management
Maryland
$98 +$37 +2 +67%
LFG
250
Larson Financial Group
Missouri
$79 -$37 -2 -33%

CVBF Hedge Fund Activity: Q2 2025 in Review

252 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2025, worth a combined $2.04B — up 5.7% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 25 closed out — a net gain of 14 holders — while 69 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.7M. The largest seller was Capital Research Global Investors, cutting an estimated $34.9M.

  • 252 institutional investors held CVB Financial (CVBF) as of Q2 2025, up from 238 in Q1 2025.
  • Funds reported $2.04B of CVB Financial stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q2 2025 and 25 closed out, a net change of +14 holders.
  • The largest CVB Financial buyer in Q2 2025 was Fidelity Investments, an estimated $55.7M added.
  • The largest CVB Financial seller in Q2 2025 was Capital Research Global Investors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.