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CVB Financial

263 hedge funds and large institutions have $1.98B invested in CVB Financial in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

1% more capital invested

Capital invested by funds: $1.96B → $1.98B (+$24.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $983K

Holders
263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
$983K
Net Calls
Net Calls Change

Top Buyers

1 +$42.3M
2 +$13.7M
3 +$10.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.59M
5
Morgan Stanley
Morgan Stanley
New York
+$5.52M

Top Sellers

1 -$22.8M
2 -$9.08M
3 -$7.88M
4
Jane Street
Jane Street
New York
-$6.07M
5
Northern Trust
Northern Trust
Illinois
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
226
Trust Company of Vermont
Vermont
$4.48K
NA
227
NewEdge Advisors
Louisiana
$3.72K
SIS
228
Sound Income Strategies
Florida
$3.7K
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$3.7K
SS
230
SBI Securities
Japan
$3.05K
JWA
231
JFS Wealth Advisors
Pennsylvania
$2.73K
MCM
232
MAI Capital Management
Ohio
$2.72K
AssetMark Inc
233
AssetMark Inc
California
$2.36K
BBHC
234
Brown Brothers Harriman & Co
New York
$2.27K
QC
235
Quent Capital
New York
$2.27K
PWA
236
Physician Wealth Advisors
Utah
$2.01K
PWMG
237
Prestige Wealth Management Group
New Jersey
$1.96K
CFO
238
CVA Family Office
Colorado
$1.93K
IA
239
IFP Advisors
Florida
$1.86K
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1.49K
BIA
241
Bell Investment Advisors
California
$1.43K
KFAS
242
Keating Financial Advisory Services
Kansas
$1.19K
SHIM
243
Stone House Investment Management
Pennsylvania
$1.15K
PWMG
244
Private Wealth Management Group
New Jersey
$1.06K
FFO
245
Fortitude Family Office
Arizona
$651
FHA
246
Flagship Harbor Advisors
Massachusetts
$632
II
247
Inspire Investing
Idaho
$604
RWS
248
Retirement Wealth Solutions
Wisconsin
$596
DPW
249
DiNuzzo Private Wealth
Pennsylvania
$577
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$558