We are live on ! Find out more
CVBF icon

CVB Financial

238 hedge funds and large institutions have $1.93B invested in CVB Financial in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

3% more funds holding

Funds holding: 230238 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.99% less ownership

Funds ownership: 75.75%74.76% (-0.99%)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

15% less capital invested

Capital invested by funds: $2.27B → $1.93B (-$340M)

93% less call options, than puts

Call options by funds: $11K | Put options by funds: $153K

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
77
Reduced
78
Closed
23
Calls
$11K
Puts
$153K
Net Calls
-$142K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$1.19M -$44.4K -2,226 -3%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$1.18M -$164K -8,221 -11%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$1.15M
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$1.14M -$33.9K -1,700 -3%
BI
80
Bolthouse Investments
California
$1.06M +$10.9K +546 +1%
CSIC
81
Clifford Swan Investment Counsel
California
$1.06M
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$1.01M
DT
83
Diversified Trust
Tennessee
$939K +$26.5K +1,332 +3%
DADC
84
D.A. Davidson & Co
Montana
$911K
AQR Capital Management
85
AQR Capital Management
Connecticut
$895K +$259K +12,992 +37%
YCM
86
Yousif Capital Management
Michigan
$891K -$27.9K -1,399 -3%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$878K +$348K +17,476 +58%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$845K -$132K -6,600 -13%
US Bancorp
89
US Bancorp
Minnesota
$824K +$364K +18,249 +69%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$811K +$13.3K +665 +2%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$786K
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$782K +$10.6K +532 +1%
Federated Hermes
93
Federated Hermes
Pennsylvania
$778K +$10.7K +539 +1%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$744K
ASRS
95
Arizona State Retirement System
Arizona
$740K -$8.77K -440 -1%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$708K
MSRPS
97
Maryland State Retirement & Pension System
Maryland
$708K -$120K -5,999 -14%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$702K -$25.6K -1,287 -3%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$702K
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$698K +$168K +8,432 +29%

CVBF Hedge Fund Activity: Q1 2025 in Review

238 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2025, worth a combined $1.93B — down 15% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CVBF positions and 23 closed out — a net gain of 9 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Parallel Advisors, adding an estimated $17.4M. The largest seller was Goldman Sachs, cutting an estimated $28.6M.

  • 238 institutional investors held CVB Financial (CVBF) as of Q1 2025, up from 230 in Q4 2024.
  • Funds reported $1.93B of CVB Financial stock for Q1 2025, down 15% quarter-over-quarter.
  • 32 funds opened new CVB Financial positions in Q1 2025 and 23 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q1 2025 was Parallel Advisors, an estimated $17.4M added.
  • The largest CVB Financial seller in Q1 2025 was Goldman Sachs, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2025.