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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
LCM
126
Lazari Capital Management
California
$482K
Citadel Advisors
127
Citadel Advisors
Florida
$467K +$117K +6,296 +36%
GCP
128
GSA Capital Partners
United Kingdom
$443K +$157K +8,434 +61%
IC
129
IEQ Capital
California
$429K +$4.62K +248 +1%
EMPI
130
Elo Mutual Pension Insurance
Finland
$405K +$381K +20,482 New
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$404K
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$398K -$5.64K -303 -1%
PH
133
Pinnacle Holdings
Oklahoma
$392K +$223K +12,000 +154%
SPIA
134
Steward Partners Investment Advisory
New York
$387K -$16.2K -871 -4%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$378K
WDC
136
Woodward Diversified Capital
California
$376K +$354K +19,000 New
TRCT
137
Tower Research Capital (TRC)
New York
$375K +$164K +8,828 +87%
Corient Private Wealth
138
Corient Private Wealth
Florida
$374K -$596 -32 -0.2%
Pictet Asset Management
139
Pictet Asset Management
Switzerland
$371K -$13.5K -725 -4%
VPIM
140
Vanguard Personalized Indexing Management
California
$369K -$11.1K -597 -3%
IFU
141
iSAM Funds (UK)
United Kingdom
$368K +$346K +18,603 New
HSBC Holdings
142
HSBC Holdings
United Kingdom
$350K -$487K -26,161 -60%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$347K +$4.8K +258 +1%
FRM
144
Fox Run Management
Connecticut
$339K +$319K +17,115 New
CCP
145
Clifford Capital Partners
Utah
$338K +$318K +17,056 New
EAM
146
Erste Asset Management
Austria
$337K +$318K +17,100 New
SEI Investments
147
SEI Investments
Pennsylvania
$336K -$6.75M -362,699 -96%
QCM
148
Quantinno Capital Management
New York
$333K +$314K +16,851 New
MOACM
149
Mutual of America Capital Management
New York
$329K -$46.2K -2,481 -13%
Pathstone Holdings
150
Pathstone Holdings
New Jersey
$329K -$187K -10,049 -38%

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.