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CVB Financial

284 hedge funds and large institutions have $2.2B invested in CVB Financial in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$218M)

8% more funds holding

Funds holding: 264284 (+20)

5.72% more ownership

Funds ownership: 77.6%83.31% (+5.7%)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

Holders
284
Holders Change
+20
Holders Change %
+7.58%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
89
Reduced
95
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
151
MILLINGTON SECURITIES, LLC
New Jersey
$396K +$402K +20,437 New
WI
152
WBI Investments
New Jersey
$396K +$402K +20,437 New
NICM
153
Neo Ivy Capital Management
New York
$394K +$404K +20,530 New
MFS
154
Mirabella Financial Services
United Kingdom
$391K +$397K +20,184 New
Corient Private Wealth
155
Corient Private Wealth
Florida
$390K -$375K -19,090 -49%
DFCM
156
Dark Forest Capital Management
Puerto Rico
$389K -$176K -8,974 -31%
ProShare Advisors
157
ProShare Advisors
Maryland
$389K -$105K -5,352 -21%
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$388K +$258K +13,136 +192%
PMAM
159
Picton Mahoney Asset Management
Ontario, Canada
$371K +$377K +19,151 New
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$370K
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$361K +$143K +7,260 +65%
MSRPS
162
Maryland State Retirement & Pension System
Maryland
$360K -$5.09K -259 -1%
Russell Investments Group
163
Russell Investments Group
United Kingdom
$353K -$55.3K -2,814 -13%
OL
164
Odyssean LLC
Connecticut
$347K +$352K +17,906 New
PH
165
Pinnacle Holdings
Oklahoma
$345K -$39.7K -2,020 -10%
TRCT
166
Tower Research Capital (TRC)
New York
$329K +$311K +15,823 +1,378%
Pathstone Holdings
167
Pathstone Holdings
New Jersey
$318K -$9.34K -475 -3%
SFA
168
Sequoia Financial Advisors
Ohio
$308K -$48.1K -2,445 -13%
MOS
169
MGO One Seven
Ohio
$308K +$313K +15,901 New
GS
170
GTS Securities
New York
$289K +$293K +14,915 New
MOACM
171
Mutual of America Capital Management
New York
$283K -$2.28K -116 -0.8%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$271K -$905 -46 -0.3%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$270K +$68.4K +3,476 +33%
SPIA
174
Steward Partners Investment Advisory
New York
$269K -$30.6K -1,556 -10%
KW
175
KWB Wealth
California
$261K

CVBF Hedge Fund Activity: Q1 2026 in Review

284 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2026, worth a combined $2.2B — up 11% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CVBF positions and 29 closed out — a net gain of 27 holders — while 89 added to existing stakes and 95 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $27M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $39.7M sold.

  • 284 institutional investors held CVB Financial (CVBF) as of Q1 2026, up from 264 in Q4 2025.
  • Funds reported $2.2B of CVB Financial stock for Q1 2026, up 11% quarter-over-quarter.
  • 56 funds opened new CVB Financial positions in Q1 2026 and 29 closed out, a net change of +27 holders.
  • The largest CVB Financial buyer in Q1 2026 was Balyasny Asset Management, an estimated $27M added.
  • The largest CVB Financial seller in Q1 2026 was Capital Research Global Investors, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2026.