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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
AB
101
Amalgamated Bank
New York
$693K -$21.2K -1,066 -3%
Mariner
102
Mariner
Kansas
$670K -$22.2K -1,113 -3%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$670K -$73.3K -3,679 -9%
Franklin Resources
104
Franklin Resources
California
$668K -$10.3K -516 -1%
AA
105
Apriem Advisors
California
$637K
AF
106
Allworth Financial
California
$624K +$98.5K +4,942 +18%
XT
107
XTX Topco
Cayman Islands
$611K +$660K +33,095 New
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$599K -$3.99K -200 -0.6%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$599K
Handelsbanken Fonder
110
Handelsbanken Fonder
Sweden
$584K
COPPSERS
111
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$580K +$67.6K +3,393 +12%
ProShare Advisors
112
ProShare Advisors
Maryland
$576K -$174K -8,730 -22%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$555K -$15.9K -800 -3%
CWM
114
CIBC World Markets
New York
$543K +$339K +17,001 +137%
KK
115
KLP Kapitalforvaltning
Norway
$532K
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$523K
WIA
117
World Investment Advisors
California
$521K +$26K +1,304 +5%
Pathstone Holdings
118
Pathstone Holdings
New Jersey
$493K +$3.95K +198 +0.7%
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$464K +$93.7K +4,701 +23%
LCM
120
Lazari Capital Management
California
$450K
IC
121
IEQ Capital
California
$396K -$197K -9,899 -32%
SPIA
122
Steward Partners Investment Advisory
New York
$377K -$11.5K -575 -3%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$377K +$407K +20,421 New
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$377K
Allianz Asset Management
125
Allianz Asset Management
Germany
$367K -$147K -7,400 -27%

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.