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CVB Financial

253 hedge funds and large institutions have $2.05B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 39 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
253
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
HWM
226
Hemington Wealth Management
Virginia
$3K
IA
227
IFP Advisors
Florida
$2.59K
AssetMark Inc
228
AssetMark Inc
California
$2.51K
SS
229
SBI Securities
Japan
$2.22K
PWMG
230
Prestige Wealth Management Group
New Jersey
$2.06K
JWA
231
JFS Wealth Advisors
Pennsylvania
$1.98K
GRP
232
Global Retirement Partners
California
$1.83K
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.58K
CAWM
234
Capital A Wealth Management
Pennsylvania
$1.49K
PWMG
235
Private Wealth Management Group
New Jersey
$1.13K
GWM
236
Geneos Wealth Management
Colorado
$1.03K
RA
237
Rise Advisors
New York
$990
FFO
238
Fortitude Family Office
Arizona
$950
DPW
239
DiNuzzo Private Wealth
Pennsylvania
$614
PWA
240
Physician Wealth Advisors
Utah
$535
CFO
241
CVA Family Office
Colorado
$515
SIC
242
SJS Investment Consulting
Ohio
$317
CIAM
243
Caitong International Asset Management
Hong Kong
$257
BGAI
244
Bruce G. Allen Investments
Colorado
$198
HIA
245
HFM Investment Advisors
New Jersey
$198
RWM
246
Rialto Wealth Management
New York
$198
AGWCA
247
Annis Gardner Whiting Capital Advisors
Florida
$179
PWM
248
Parkworth Wealth Management
California
$99
WCM
249
WealthTrak Capital Management
Virginia
$99
BHWM
250
Bay Harbor Wealth Management
Maryland
$98