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CVB Financial

257 hedge funds and large institutions have $1.96B invested in CVB Financial in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

2% more funds holding

Funds holding: 252257 (+5)

0.18% more ownership

Funds ownership: 74.68%74.85% (+0.18%)

4% less capital invested

Capital invested by funds: $2.04B → $1.96B (-$86.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
93
Reduced
76
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Bare Financial Services
Pennsylvania
$4.31K -$478 -24 -10%
HWM
227
Hemington Wealth Management
Virginia
$4K +$896 +45 +27%
CA
228
Clearstead Advisors
Ohio
$3.86K +$4.06K +204 New
NA
229
NewEdge Advisors
Louisiana
$3.78K
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$3.74K
BIA
231
Bell Investment Advisors
California
$3.44K +$498 +25 +16%
AssetMark Inc
232
AssetMark Inc
California
$2.4K
QC
233
Quent Capital
New York
$2.31K +$2.43K +122 New
SS
234
SBI Securities
Japan
$2.16K +$40 +2 +2%
PWMG
235
Prestige Wealth Management Group
New Jersey
$1.97K
JWA
236
JFS Wealth Advisors
Pennsylvania
$1.89K
IA
237
IFP Advisors
Florida
$1.83K +$956 +48 +98%
PWA
238
Physician Wealth Advisors
Utah
$1.53K +$1.07K +54 +200%
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.51K
PWMG
240
Private Wealth Management Group
New Jersey
$1.08K
FFO
241
Fortitude Family Office
Arizona
$908
MCM
242
MAI Capital Management
Ohio
$889 -$5.71K -287 -86%
DPW
243
DiNuzzo Private Wealth
Pennsylvania
$625
NSIM
244
North Star Investment Management
Illinois
$492 +$518 +26 New
ACM
245
Aster Capital Management
United Arab Emirates
$416 +$438 +22 New
ASN
246
Advisory Services Network
Georgia
$378 +$398 +20 New
RWS
247
Retirement Wealth Solutions
Wisconsin
$341 +$358 +18 New
SIC
248
SJS Investment Consulting
Ohio
$303
RWM
249
Rialto Wealth Management
New York
$284 +$100 +5 +50%
BGAI
250
Bruce G. Allen Investments
Colorado
$189

CVBF Hedge Fund Activity: Q3 2025 in Review

257 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2025, worth a combined $1.96B — down 4.2% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CVBF positions and 28 closed out — a net gain of 9 holders — while 93 added to existing stakes and 76 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62M. The largest seller was American Century Companies, cutting an estimated $19.1M.

  • 257 institutional investors held CVB Financial (CVBF) as of Q3 2025, up from 252 in Q2 2025.
  • Funds reported $1.96B of CVB Financial stock for Q3 2025, down 4.2% quarter-over-quarter.
  • 37 funds opened new CVB Financial positions in Q3 2025 and 28 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q3 2025 was Fidelity Investments, an estimated $62M added.
  • The largest CVB Financial seller in Q3 2025 was American Century Companies, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2025.