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CVB Financial

239 hedge funds and large institutions have $1.91B invested in CVB Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.95% less ownership

Funds ownership: 75.75%73.8% (-2%)

16% less capital invested

Capital invested by funds: $2.27B → $1.91B (-$365M)

93% less call options, than puts

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

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
$153K
Net Calls
Net Calls Change

Top Sellers

1 -$26.4M
2 -$22.3M
3 -$12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.1M
5
BFM
Boothbay Fund Management
New York
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$360K
VPIM
127
Vanguard Personalized Indexing Management
California
$355K
MOACM
128
Mutual of America Capital Management
New York
$353K
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$352K
Corient Private Wealth
130
Corient Private Wealth
Florida
$350K
Connor, Clark & Lunn Investment Management (CC&L)
131
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340K
Citadel Advisors
132
Citadel Advisors
Florida
$319K
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$319K
EI
134
Ethic Inc
New York
$309K
KW
135
KWB Wealth
California
$295K
SFA
136
Sequoia Financial Advisors
Ohio
$284K
ECM
137
Everence Capital Management
Indiana
$276K
Russell Investments Group
138
Russell Investments Group
United Kingdom
$271K
MM
139
MQS Management
New York
$270K
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$270K
SSA
141
Schonfeld Strategic Advisors
New York
$268K
GCP
142
GSA Capital Partners
United Kingdom
$257K
AIP
143
Ameritas Investment Partners
Nebraska
$256K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$249K
PA
145
Profund Advisors
Maryland
$229K
KIM
146
Kestra Investment Management
Texas
$225K
AACP
147
Advantage Alpha Capital Partners
California
$216K
Neuberger Berman Group
148
Neuberger Berman Group
New York
$214K
PAG
149
Private Advisor Group
New Jersey
$208K
NAAA
150
New Age Alpha Advisors
New York
$207K