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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
Neuberger Berman Group
151
Neuberger Berman Group
New York
$325K +$89.3K +4,798 +41%
CWM
152
CIBC World Markets
New York
$323K -$244K -13,101 -45%
Squarepoint
153
Squarepoint
New York
$313K +$295K +15,831 New
SFA
154
Sequoia Financial Advisors
Ohio
$305K -$168 -9 -0.1%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$275K +$86.2K +4,630 +50%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$269K +$2.74K +147 +1%
AIP
157
Ameritas Investment Partners
Nebraska
$265K -$8.56K -460 -3%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$263K -$25.2K -1,354 -9%
TCM
159
Teza Capital Management
Illinois
$259K +$244K +13,098 New
HAM
160
HoldCo Asset Management
Florida
$257K +$241K +12,967 New
KW
161
KWB Wealth
California
$254K
SIA
162
Soltis Investment Advisors
Utah
$249K +$235K +12,595 New
KIM
163
Kestra Investment Management
Texas
$246K +$19.4K +1,040 +9%
Russell Investments Group
164
Russell Investments Group
United Kingdom
$244K -$43.9K -2,359 -16%
FF
165
Foronjy Financial
California
$237K +$223K +11,953 New
OAM
166
Oxford Asset Management
United Kingdom
$233K +$220K +11,791 New
GC
167
Guggenheim Capital
Illinois
$233K +$26.2K +1,409 +14%
PA
168
Profund Advisors
Maryland
$224K -$19.7K -1,059 -9%
QCM
169
QRG Capital Management
Illinois
$218K +$14.2K +763 +7%
NAAA
170
New Age Alpha Advisors
New York
$218K -$3.67K -197 -2%
PMG
171
Private Management Group
California
$212K +$200K +10,727 New
WF
172
Whelan Financial
California
$210K
JG
173
Jain Global
New York
$208K +$196K +10,533 New
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$208K +$9.53K +512 +5%
X
175
Xponance
Pennsylvania
$204K +$192K +10,287 New

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.