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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
Holders
239
Holders Change
+9
Holders Change %
+3.91%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
75
Reduced
79
Closed
23
Calls
$11K
Puts
$153K
Net Calls
-$142K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Shares
Change %
Universal-Beteiligungs- und Servicegesellschaft
151
Universal-Beteiligungs- und Servicegesellschaft
Germany
$205K +$205K +11,094 New
TI
152
TrueMark Investments
Illinois
$201K +$201K +10,904 New
TC
153
TwinBeech Capital
New York
$199K +$199K +10,753 New
SG Americas Securities
154
SG Americas Securities
New York
$197K +$88.4K +4,777 +81%
WF
155
Whelan Financial
California
$196K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$192K -$1.13M -61,061 -85%
GC
157
Guggenheim Capital
Illinois
$191K +$191K +10,341 New
QCM
158
QRG Capital Management
Illinois
$190K +$16.2K +878 +9%
SC
159
Savant Capital
Illinois
$189K -$1.09K -59 -0.6%
TRCT
160
Tower Research Capital (TRC)
New York
$187K +$88.6K +4,800 +90%
OSAM
161
O'Shaughnessy Asset Management
Connecticut
$185K -$646 -35 -0.3%
HWA
162
HCR Wealth Advisors
California
$185K
GI
163
GAMCO Investors
Connecticut
$185K +$185K +10,000 New
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$171K -$326K -17,636 -66%
HT
165
Headlands Technologies
Illinois
$163K +$163K +8,806 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$151K -$2.26K -122 -1%
Osaic Holdings
167
Osaic Holdings
Arizona
$150K +$74.3K +4,023 +98%
PH
168
Pinnacle Holdings
Oklahoma
$144K
KBC Group
169
KBC Group
Belgium
$133K +$22.6K +1,226 +20%
BG
170
Bollard Group
Massachusetts
$112K +$1.11K +60 +1%
GI
171
GAMMA Investing
California
$93.8K +$4.8K +260 +5%
CSC
172
Caldwell Sutter Capital
California
$93.6K
WT
173
Whittier Trust
California
$91.7K +$424 +23 +0.5%
BTI
174
Blue Trust Inc
Georgia
$82.5K +$30.6K +1,655 +59%
SAM
175
Smartleaf Asset Management
Massachusetts
$79.5K -$1.55K -84 -2%