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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
Prudential Financial
51
Prudential Financial
New Jersey
$2.5M -$91.6K -4,600 -3%
Citigroup
52
Citigroup
New York
$2.44M -$1.38M -69,401 -35%
UBS Group
53
UBS Group
Switzerland
$2.44M -$4.85M -243,826 -65%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.43M +$139 +7 +0%
LSV Asset Management
55
LSV Asset Management
Illinois
$2.32M +$2.45M +122,900 New
Canada Life
56
Canada Life
Manitoba, Canada
$2.29M +$52.8K +2,652 +2%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$2.28M +$58.7K +2,947 +3%
AQR Capital Management
58
AQR Capital Management
Connecticut
$2.23M +$532K +26,730 +29%
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$2.09M +$223K +11,212 +11%
JG
60
Jain Global
New York
$2.06M +$1.96M +98,254 +933%
Deutsche Bank
61
Deutsche Bank
Germany
$1.95M +$235K +11,788 +13%
IIM
62
INTECH Investment Management
Florida
$1.92M +$539K +27,053 +36%
Tudor Investment Corp
63
Tudor Investment Corp
Connecticut
$1.91M +$1.17M +58,882 +139%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$1.75M -$62.5K -3,139 -3%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$1.74M -$2.77M -138,995 -60%
LPL Financial
66
LPL Financial
California
$1.6M -$12.4K -623 -0.7%
SWM
67
Seaside Wealth Management
California
$1.53M
Creative Planning
68
Creative Planning
Kansas
$1.51M +$1.59M +80,062 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.5M -$3.21M -161,308 -67%
TI
70
Trexquant Investment
Connecticut
$1.5M -$611K -30,674 -28%
MIM
71
MetLife Investment Management
New Jersey
$1.49M
SOADOR
72
State of Alaska Department of Revenue
Alaska
$1.34M -$122K -6,121 -8%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.31M +$638K +32,028 +86%
SG Americas Securities
74
SG Americas Securities
New York
$1.31M +$463K +23,245 +51%
IMRF
75
Illinois Municipal Retirement Fund
Illinois
$1.27M -$53.4K -2,683 -4%

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.