We are live on ! Find out more
CVBF icon

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
LCM
126
Lazari Capital Management
California
$461K
VOYA Investment Management
127
VOYA Investment Management
Georgia
$454K -$252K -12,675 -35%
EMPI
128
Elo Mutual Pension Insurance
Finland
$449K +$64.8K +3,254 +16%
IC
129
IEQ Capital
California
$414K +$4.16K +209 +1%
Russell Investments Group
130
Russell Investments Group
United Kingdom
$407K +$183K +9,200 +75%
TC
131
TwinBeech Capital
New York
$387K -$1.49M -74,933 -79%
PH
132
Pinnacle Holdings
Oklahoma
$374K
MM
133
MQS Management
New York
$367K +$387K +19,420 New
Corient Private Wealth
134
Corient Private Wealth
Florida
$365K +$8.14K +409 +2%
SPIA
135
Steward Partners Investment Advisory
New York
$362K -$8.44K -424 -2%
Public Employees Retirement Association of Colorado
136
Public Employees Retirement Association of Colorado
Colorado
$361K
WDC
137
Woodward Diversified Capital
California
$359K
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$355K
MSRPS
139
Maryland State Retirement & Pension System
Maryland
$352K -$391K -19,616 -51%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$335K +$3.54K +178 +1%
SEI Investments
141
SEI Investments
Pennsylvania
$335K +$15.3K +770 +5%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$325K -$58K -2,911 -14%
Neuberger Berman Group
143
Neuberger Berman Group
New York
$323K +$14K +703 +4%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$316K +$1.14K +57 +0.3%
XT
145
XTX Topco
Cayman Islands
$308K -$1.42M -71,440 -81%
N
146
Numerai
California
$308K +$324K +16,287 New
SFA
147
Sequoia Financial Advisors
Ohio
$291K +$60 +3 +0%
OQS
148
Occudo Quantitative Strategies
Florida
$284K +$299K +15,040 New
KW
149
KWB Wealth
California
$275K +$3.17K +159 +1%
MOACM
150
Mutual of America Capital Management
New York
$274K -$42.4K -2,128 -13%

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.