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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
MAC
76
Mason & Associates (California)
California
$1.25M
GCP
77
GSA Capital Partners
United Kingdom
$1.25M +$867K +43,537 +195%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$1.19M -$34.1K -1,711 -3%
Mirae Asset Global ETFs Holdings
79
Mirae Asset Global ETFs Holdings
Hong Kong
$1.16M -$220K -11,047 -15%
LSERS
80
Louisiana State Employees Retirement System
Louisiana
$1.13M -$17.9K -900 -1%
BI
81
Bolthouse Investments
California
$1.11M +$11.2K +561 +1%
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$1.1M +$123K +6,193 +12%
Comerica Bank
83
Comerica Bank
Texas
$1.03M -$186K -9,320 -15%
DADC
84
D.A. Davidson & Co
Montana
$933K
JAM
85
Jupiter Asset Management
United Kingdom
$896K +$943K +47,358 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$861K +$53.2K +2,673 +6%
Franklin Resources
87
Franklin Resources
California
$859K +$152K +7,630 +20%
Mariner
88
Mariner
Kansas
$848K +$119K +5,989 +15%
CSIC
89
Clifford Swan Investment Counsel
California
$838K
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$797K +$7.67K +385 +0.9%
Federated Hermes
91
Federated Hermes
Pennsylvania
$796K -$1.29K -65 -0.2%
Zurich Cantonal Bank
92
Zurich Cantonal Bank
Switzerland
$781K +$60.2K +3,023 +8%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$778K
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$770K +$533K +26,791 +193%
YCM
95
Yousif Capital Management
Michigan
$757K -$169K -8,510 -18%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$751K -$61K -3,065 -7%
ASRS
97
Arizona State Retirement System
Arizona
$732K +$3.54K +178 +0.5%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$719K
EGM
99
Engineers Gate Manager
New York
$717K +$200K +10,058 +36%
DTL
100
Dynamic Technology Lab
Singapore
$715K +$753K +37,825 New

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.