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CVB Financial

252 hedge funds and large institutions have $2.04B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

6% more funds holding

Funds holding: 238252 (+14)

6% more capital invested

Capital invested by funds: $1.93B → $2.04B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 74.76%74.68% (-0.08%)

33% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 103

Holders
252
Holders Change
+14
Holders Change %
+5.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
69
Reduced
103
Closed
25
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
TWD
251
True Wealth Design
Ohio
$40
TWC
252
TD Waterhouse Canada
Ontario, Canada
$21
IA
253
Inspire Advisors
Idaho
-$2.38M -128,950 Closed
CF
254
Corebridge Financial
Texas
-$1.28M -69,149 Closed
Allianz Asset Management
255
Allianz Asset Management
Germany
-$367K -19,900 Closed
Connor, Clark & Lunn Investment Management (CC&L)
256
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$340K -18,424 Closed
MM
257
MQS Management
New York
-$270K -14,652 Closed
SSA
258
Schonfeld Strategic Advisors
New York
-$268K -14,540 Closed
AACP
259
Advantage Alpha Capital Partners
California
-$216K -11,678 Closed
PAG
260
Private Advisor Group
New Jersey
-$208K -11,251 Closed
Universal-Beteiligungs- und Servicegesellschaft
261
Universal-Beteiligungs- und Servicegesellschaft
Germany
-$205K -11,094 Closed
TI
262
TrueMark Investments
Illinois
-$201K -10,904 Closed
HT
263
Headlands Technologies
Illinois
-$163K -8,806 Closed
BG
264
Bollard Group
Massachusetts
-$112K -6,044 Closed
QCG
265
Quadrant Capital Group
Ohio
-$33.4K -1,811 Closed
A
266
AlphaQuest
New York
-$26.6K -1,442 Closed
CCM
267
Coldstream Capital Management
Washington
-$23.2K -1,258 Closed
NICM
268
Neo Ivy Capital Management
New York
-$16K -868 Closed
MG
269
Mather Group
Illinois
-$14K -757 Closed
HCP
270
Hexagon Capital Partners
Arkansas
-$3.91K -212 Closed
QC
271
Quent Capital
New York
-$2.25K -122 Closed
Amundi
272
Amundi
France
-$1.31K -77 Closed
PWAM
273
Private Wealth Asset Management
Iowa
-$1.29K -70 Closed
SWM
274
Spire Wealth Management
Virginia
-$1.16K -63 Closed
SC
275
Stephens Consulting
Michigan
-$1.11K -60 Closed

CVBF Hedge Fund Activity: Q2 2025 in Review

252 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2025, worth a combined $2.04B — up 5.7% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 25 closed out — a net gain of 14 holders — while 69 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.7M. The largest seller was Capital Research Global Investors, cutting an estimated $34.9M.

  • 252 institutional investors held CVB Financial (CVBF) as of Q2 2025, up from 238 in Q1 2025.
  • Funds reported $2.04B of CVB Financial stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q2 2025 and 25 closed out, a net change of +14 holders.
  • The largest CVB Financial buyer in Q2 2025 was Fidelity Investments, an estimated $55.7M added.
  • The largest CVB Financial seller in Q2 2025 was Capital Research Global Investors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.