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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
EP
51
Edgestream Partners
New Jersey
$3.6M +$3.39M +181,826 New
Cerity Partners
52
Cerity Partners
New York
$3.57M -$80.6K -4,329 -2%
AllianceBernstein
53
AllianceBernstein
Tennessee
$3.44M
Prudential Financial
54
Prudential Financial
New Jersey
$3.06M +$149K +7,998 +6%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$2.86M +$881K +47,300 +49%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$2.7M +$186K +9,963 +8%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.55M +$14K +754 +0.6%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$2.33M +$203K +10,877 +10%
Canada Life
59
Canada Life
Manitoba, Canada
$2.33M -$64K -3,435 -3%
MWM
60
Momentous Wealth Management
Washington
$2.32M -$521 -28 -0%
Wells Fargo
61
Wells Fargo
California
$2.29M -$146K -7,821 -6%
Rafferty Asset Management
62
Rafferty Asset Management
New York
$2.24M -$398K -21,371 -16%
TI
63
Trexquant Investment
Connecticut
$2.18M +$2.05M +109,944 New
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$1.96M +$14.6K +786 +0.8%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$1.91M -$66K -3,547 -4%
TC
66
TwinBeech Capital
New York
$1.89M +$1.58M +84,629 +787%
Deutsche Bank
67
Deutsche Bank
Germany
$1.81M -$301K -16,183 -15%
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.81M +$797K +42,784 +88%
XT
69
XTX Topco
Cayman Islands
$1.74M +$1.02M +54,636 +165%
LPL Financial
70
LPL Financial
California
$1.69M +$198K +10,628 +14%
BHCM
71
Brevan Howard Capital Management
Jersey
$1.68M +$1.58M +84,996 New
SWM
72
Seaside Wealth Management
California
$1.6M -$372 -20 -0%
MIM
73
MetLife Investment Management
New Jersey
$1.56M -$1.32K -71 -0.1%
DFCM
74
Dark Forest Capital Management
Puerto Rico
$1.55M +$1.46M +78,571 New
SOADOR
75
State of Alaska Department of Revenue
Alaska
$1.53M +$82.1K +4,411 +6%

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.