We are live on ! Find out more
CVBF icon

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
Universal-Beteiligungs- und Servicegesellschaft
151
Universal-Beteiligungs- und Servicegesellschaft
Germany
$205K +$221K +11,094 New
TI
152
TrueMark Investments
Illinois
$201K +$217K +10,904 New
TC
153
TwinBeech Capital
New York
$199K +$214K +10,753 New
SG Americas Securities
154
SG Americas Securities
New York
$197K +$95.2K +4,777 +81%
WF
155
Whelan Financial
California
$196K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$192K -$1.22M -61,061 -85%
GC
157
Guggenheim Capital
Illinois
$191K +$206K +10,341 New
QCM
158
QRG Capital Management
Illinois
$190K +$17.5K +878 +9%
TRCT
159
Tower Research Capital (TRC)
New York
$187K +$95.7K +4,800 +90%
OSAM
160
O'Shaughnessy Asset Management
Connecticut
$185K -$698 -35 -0.3%
HWA
161
HCR Wealth Advisors
California
$185K
GI
162
GAMCO Investors
Connecticut
$185K +$199K +10,000 New
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$171K -$351K -17,636 -66%
HT
164
Headlands Technologies
Illinois
$163K +$175K +8,806 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$151K -$2.43K -122 -1%
Osaic Holdings
166
Osaic Holdings
Arizona
$150K +$80.2K +4,023 +98%
PH
167
Pinnacle Holdings
Oklahoma
$144K
KBC Group
168
KBC Group
Belgium
$133K +$24.4K +1,226 +20%
BG
169
Bollard Group
Massachusetts
$112K +$1.2K +60 +1%
GI
170
GAMMA Investing
California
$93.8K +$5.18K +260 +5%
CSC
171
Caldwell Sutter Capital
California
$93.6K
WT
172
Whittier Trust
California
$91.7K +$458 +23 +0.5%
BTI
173
Blue Trust Inc
Georgia
$82.5K +$33K +1,655 +59%
SAM
174
Smartleaf Asset Management
Massachusetts
$79.5K -$1.67K -84 -2%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$62.9K -$67.9K -3,405 -50%

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.