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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
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$360K
VPIM
127
Vanguard Personalized Indexing Management
California
$355K +$18.1K +910 +5%
MOACM
128
Mutual of America Capital Management
New York
$353K -$15.3K -768 -4%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$352K
Corient Private Wealth
130
Corient Private Wealth
Florida
$350K -$1.5K -75 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
131
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340K -$279K -14,021 -43%
Citadel Advisors
132
Citadel Advisors
Florida
$319K -$5.91M -296,686 -94%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$319K +$16.7K +838 +5%
EI
134
Ethic Inc
New York
$309K -$29.9K -1,498 -8%
KW
135
KWB Wealth
California
$295K +$274K +13,757 New
SFA
136
Sequoia Financial Advisors
Ohio
$284K -$8.85K -444 -3%
ECM
137
Everence Capital Management
Indiana
$276K
Russell Investments Group
138
Russell Investments Group
United Kingdom
$271K +$38K +1,909 +15%
MM
139
MQS Management
New York
$270K +$292K +14,652 New
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$270K +$33.1K +1,660 +13%
SSA
141
Schonfeld Strategic Advisors
New York
$268K +$290K +14,540 New
GCP
142
GSA Capital Partners
United Kingdom
$257K +$278K +13,938 New
AIP
143
Ameritas Investment Partners
Nebraska
$256K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$249K +$40 +2 +0%
PA
145
Profund Advisors
Maryland
$229K -$172K -8,607 -41%
KIM
146
Kestra Investment Management
Texas
$225K
AACP
147
Advantage Alpha Capital Partners
California
$216K -$361K -18,129 -61%
Neuberger Berman Group
148
Neuberger Berman Group
New York
$214K +$231K +11,611 New
PAG
149
Private Advisor Group
New Jersey
$208K
NAAA
150
New Age Alpha Advisors
New York
$207K -$165K -8,290 -43%

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.