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CVB Financial

284 hedge funds and large institutions have $2.2B invested in CVB Financial in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$218M)

8% more funds holding

Funds holding: 264284 (+20)

5.72% more ownership

Funds ownership: 77.6%83.31% (+5.7%)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

Holders
284
Holders Change
+20
Holders Change %
+7.58%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
89
Reduced
95
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$2.46K
BBHC
252
Brown Brothers Harriman & Co
New York
$2.37K
QC
253
Quent Capital
New York
$2.34K -$20 -1 -0.8%
FFO
254
Fortitude Family Office
Arizona
$2.29K +$1.63K +83 +237%
SS
255
SBI Securities
Japan
$2.15K -$1.04K -53 -32%
PWA
256
Physician Wealth Advisors
Utah
$2.1K
WSFG
257
Wall Street Financial Group
Illinois
$2.08K +$2.1K +107 New
HI
258
Horizon Investments
North Carolina
$2.07K +$2.12K +108 New
JWA
259
JFS Wealth Advisors
Pennsylvania
$1.86K -$983 -50 -34%
SHIM
260
Stone House Investment Management
Pennsylvania
$1.78K +$590 +30 +48%
IA
261
IFP Advisors
Florida
$1.75K -$197 -10 -10%
BIA
262
Bell Investment Advisors
California
$1.49K
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.4K -$157 -8 -10%
PWMG
264
Private Wealth Management Group
New Jersey
$1.11K
RWS
265
Retirement Wealth Solutions
Wisconsin
$1.03K +$413 +21 +66%
II
266
Inspire Investing
Idaho
$657 +$39 +2 +6%
EP
267
Essential Partners
California
$640 -$138 -7 -18%
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$602
CIAM
269
Caitong International Asset Management
Hong Kong
$524 -$8.55K -435 -94%
SIC
270
SJS Investment Consulting
Ohio
$505 +$197 +10 +63%
TWD
271
True Wealth Design
Ohio
$446 +$59 +3 +15%
GWM
272
Gilpin Wealth Management
Colorado
$446 +$216 +11 +92%
BGAI
273
Bruce G. Allen Investments
Colorado
$349 -$197 -10 -36%
BHWM
274
Bay Harbor Wealth Management
Maryland
$310 +$79 +4 +33%
RWM
275
Rialto Wealth Management
New York
$291 +$59 +3 +25%

CVBF Hedge Fund Activity: Q1 2026 in Review

284 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2026, worth a combined $2.2B — up 11% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CVBF positions and 29 closed out — a net gain of 27 holders — while 89 added to existing stakes and 95 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $27M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $39.7M sold.

  • 284 institutional investors held CVB Financial (CVBF) as of Q1 2026, up from 264 in Q4 2025.
  • Funds reported $2.2B of CVB Financial stock for Q1 2026, up 11% quarter-over-quarter.
  • 56 funds opened new CVB Financial positions in Q1 2026 and 29 closed out, a net change of +27 holders.
  • The largest CVB Financial buyer in Q1 2026 was Balyasny Asset Management, an estimated $27M added.
  • The largest CVB Financial seller in Q1 2026 was Capital Research Global Investors, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2026.