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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
HIA
251
HFM Investment Advisors
New Jersey
$189
BHWM
252
Bay Harbor Wealth Management
Maryland
$170 +$80 +4 +80%
TWD
253
True Wealth Design
Ohio
$38
TIM
254
Tortoise Investment Management
New York
$38 +$40 +2 New
CIAM
255
Caitong International Asset Management
Hong Kong
$19 -$239 -12 -92%
TWC
256
TD Waterhouse Canada
Ontario, Canada
$19
Norges Bank
257
Norges Bank
Norway
-$28.3M -1,431,021 Closed
PAM
258
Panagora Asset Management
Massachusetts
-$5.63M -284,350 Closed
Jacobs Levy Equity Management
259
Jacobs Levy Equity Management
New Jersey
-$4.28M -216,355 Closed
EP
260
Edgestream Partners
New Jersey
-$3.6M -181,826 Closed
MWM
261
Momentous Wealth Management
Washington
-$2.32M -117,467 Closed
DT
262
Diversified Trust
Tennessee
-$1.02M -51,421 Closed
Los Angeles Capital Management
263
Los Angeles Capital Management
California
-$404K -20,401 Closed
IFU
264
iSAM Funds (UK)
United Kingdom
-$368K -18,603 Closed
HSBC Holdings
265
HSBC Holdings
United Kingdom
-$350K -17,616 Closed
FRM
266
Fox Run Management
Connecticut
-$339K -17,115 Closed
EAM
267
Erste Asset Management
Austria
-$340K -17,100 Closed
Squarepoint
268
Squarepoint
New York
-$313K -15,831 Closed
KIM
269
Kestra Investment Management
Texas
-$246K -13,225 Closed
TCM
270
Teza Capital Management
Illinois
-$259K -13,098 Closed
OAM
271
Oxford Asset Management
United Kingdom
-$233K -11,791 Closed
GC
272
Guggenheim Capital
Illinois
-$233K -11,750 Closed
QCM
273
QRG Capital Management
Illinois
-$218K -11,030 Closed
EI
274
Ethic Inc
New York
-$200K -10,167 Closed
AAS
275
Ameritas Advisory Services
Nebraska
-$150K -7,576 Closed

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.