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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
IIM
76
INTECH Investment Management
Florida
$1.48M -$437K -23,456 -24%
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$1.43M -$118K -6,351 -8%
IMRF
78
Illinois Municipal Retirement Fund
Illinois
$1.38M -$32.5K -1,743 -2%
MAC
79
Mason & Associates (California)
California
$1.31M
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$1.28M +$9.09K +488 +0.8%
Comerica Bank
81
Comerica Bank
Texas
$1.27M -$3.93K -211 -0.3%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$1.2M -$24.2K -1,300 -2%
BI
83
Bolthouse Investments
California
$1.15M +$12.3K +661 +1%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$1.03M -$190K -10,200 -16%
DT
85
Diversified Trust
Tennessee
$1.02M +$10.6K +569 +1%
Ensign Peak Advisors
86
Ensign Peak Advisors
Utah
$985K -$91.2K -4,900 -9%
DADC
87
D.A. Davidson & Co
Montana
$977K
Millennium Management
88
Millennium Management
New York
$965K -$1.73M -92,910 -66%
YCM
89
Yousif Capital Management
Michigan
$961K +$5.85K +314 +0.7%
Holocene Advisors
90
Holocene Advisors
New York
$923K -$1.33M -71,259 -60%
SG Americas Securities
91
SG Americas Securities
New York
$908K +$656K +35,233 +331%
CSIC
92
Clifford Swan Investment Counsel
California
$877K -$244K -13,120 -23%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$849K +$9.33K +501 +1%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$847K -$88.8K -4,770 -10%
US Bancorp
95
US Bancorp
Minnesota
$844K -$36.9K -1,982 -4%
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$836K +$787K +42,246 New
Federated Hermes
97
Federated Hermes
Pennsylvania
$834K +$130 +7 +0%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$826K -$74.9K -4,022 -9%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$814K +$15.2K +819 +2%
TRSOTSOK
100
Teachers Retirement System of the State of Kentucky
Kentucky
$786K -$53.8K -2,889 -7%

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.