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CVB Financial

254 hedge funds and large institutions have $2.05B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

34% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 105

Holders
254
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
226
Bell Investment Advisors
California
$3.11K
HWM
227
Hemington Wealth Management
Virginia
$3K
IA
228
IFP Advisors
Florida
$2.59K
AssetMark Inc
229
AssetMark Inc
California
$2.51K
SS
230
SBI Securities
Japan
$2.22K
PWMG
231
Prestige Wealth Management Group
New Jersey
$2.06K
JWA
232
JFS Wealth Advisors
Pennsylvania
$1.98K
GRP
233
Global Retirement Partners
California
$1.83K
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$1.58K
CAWM
235
Capital A Wealth Management
Pennsylvania
$1.49K
PWMG
236
Private Wealth Management Group
New Jersey
$1.13K
GWM
237
Geneos Wealth Management
Colorado
$1.03K
RA
238
Rise Advisors
New York
$990
FFO
239
Fortitude Family Office
Arizona
$950
DPW
240
DiNuzzo Private Wealth
Pennsylvania
$614
PWA
241
Physician Wealth Advisors
Utah
$535
CFO
242
CVA Family Office
Colorado
$515
SIC
243
SJS Investment Consulting
Ohio
$317
CIAM
244
Caitong International Asset Management
Hong Kong
$257
BGAI
245
Bruce G. Allen Investments
Colorado
$198
HIA
246
HFM Investment Advisors
New Jersey
$198
RWM
247
Rialto Wealth Management
New York
$198
AGWCA
248
Annis Gardner Whiting Capital Advisors
Florida
$179
PWM
249
Parkworth Wealth Management
California
$99
WCM
250
WealthTrak Capital Management
Virginia
$99