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CVB Financial
CVBF

264 hedge funds and large institutions have $1.98B invested in CVB Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 81

2.74% more ownership

Funds ownership: 74.85% → 77.6% (+2.7%)

3% more funds holding

Funds holding: 257 → 264 (+7)

1% more capital invested

Capital invested by funds: $1.96B → $1.98B (+$25.1M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $983K

Holders
264
Holders Change
+7
Holders Change %
+2.72%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
93
Reduced
81
Closed
40
Calls
$2K
Puts
$983K
Net Calls
-$981K
Net Calls Change
-$984K

Top Buyers

Rank Fund Capital Flow
1
HAM
HoldCo Asset Management
Florida
+$42.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$10.9M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.59M
5
Morgan Stanley
Morgan Stanley
New York
+$5.52M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$22.8M
2
CCP
Clifford Capital Partners
Utah
-$9.08M
3
SAM
Silvercrest Asset Management
New York
-$7.88M
4
Jane Street
Jane Street
New York
-$6.07M
5
Northern Trust
Northern Trust
Illinois
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$3.09M +$3.18M +166,258 New
Balyasny Asset Management
52
Balyasny Asset Management
Illinois
$3.09M +$2.9M +151,519 +1,046%
UBS Group
53
UBS Group
Switzerland
$3M +$622K +32,499 +25%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$2.83M +$128K +6,699 +5%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$2.61M +$2.68M +140,231 New
Two Sigma Advisers
56
Two Sigma Advisers
New York
$2.3M -$1.48M -77,400 -38%
LSV Asset Management
57
LSV Asset Management
Illinois
$2.29M – – –
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.28M -$116K -6,070 -5%
Prudential Financial
59
Prudential Financial
New Jersey
$2.25M -$213K -11,142 -8%
MWM
60
Momentous Wealth Management
Washington
$2.18M +$2.25M +117,451 New
Canada Life
61
Canada Life
Manitoba, Canada
$2.17M -$59.4K -3,104 -3%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$2.17M +$121K +6,343 +6%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$2.16M -$87.2K -4,558 -4%
Citigroup
64
Citigroup
New York
$2.15M -$256K -13,392 -10%
Rafferty Asset Management
65
Rafferty Asset Management
New York
$2.05M -$564K -29,504 -21%
Deutsche Bank
66
Deutsche Bank
Germany
$2.02M +$105K +5,488 +5%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$2.01M +$550K +28,768 +36%
QCM
68
Quantinno Capital Management
New York
$1.95M +$1.34M +69,992 +200%
NRCM
69
North Reef Capital Management
California
$1.93M +$1.99M +103,824 New
Creative Planning
70
Creative Planning
Kansas
$1.93M +$451K +23,581 +29%
Millennium Management
71
Millennium Management
New York
$1.72M +$1.05M +54,868 +146%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.71M +$1.76M +92,050 New
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.71M +$1.42M +74,169 +418%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$1.64M -$97.4K -5,095 -5%
LPL Financial
75
LPL Financial
California
$1.57M -$7.21K -377 -0.4%
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CVBF Hedge Fund Activity: Q4 2025 in Review

264 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2025, worth a combined $1.98B — up 1.3% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CVBF positions and 40 closed out — a net gain of 9 holders — while 93 added to existing stakes and 81 trimmed.

The largest buyer was HoldCo Asset Management, adding an estimated $42.3M. The largest seller was American Century Companies, cutting an estimated $22.8M.

  • 264 institutional investors held CVB Financial (CVBF) as of Q4 2025, up from 257 in Q3 2025.
  • Funds reported $1.98B of CVB Financial stock for Q4 2025, up 1.3% quarter-over-quarter.
  • 49 funds opened new CVB Financial positions in Q4 2025 and 40 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q4 2025 was HoldCo Asset Management, an estimated $42.3M added.
  • The largest CVB Financial seller in Q4 2025 was American Century Companies, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2025.