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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
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$274K -$5.2M -260,946 -95%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$267K +$10.3K +515 +4%
CBU
153
CIBC Bancorp USA
Illinois
$267K +$281K +14,101 New
CCIA
154
Campbell & Co Investment Adviser
Maryland
$265K +$279K +14,032 New
ET
155
Equitable Trust
Tennessee
$264K +$278K +13,982 New
TF
156
Trek Financial
Arizona
$255K +$268K +13,463 New
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$254K +$267K +13,409 New
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$252K -$232K -11,654 -47%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$251K +$319 +16 +0.1%
BHCM
160
Brevan Howard Capital Management
Jersey
$250K -$1.43M -71,767 -84%
HAM
161
HoldCo Asset Management
Florida
$245K
YIH
162
Y-Intercept (HK)
Hong Kong
$235K +$247K +12,402 New
SIA
163
Soltis Investment Advisors
Utah
$233K -$4.98K -250 -2%
FF
164
Foronjy Financial
California
$226K
PA
165
Profund Advisors
Maryland
$213K -$1.2K -60 -0.5%
ACM
166
Aquatic Capital Management
Illinois
$209K +$220K +11,072 New
AIP
167
Ameritas Investment Partners
Nebraska
$209K -$46.8K -2,350 -18%
CL
168
Choreo LLC
Illinois
$207K +$218K +10,932 New
NAAA
169
New Age Alpha Advisors
New York
$204K -$4.22K -212 -2%
PMG
170
Private Management Group
California
$203K
WF
171
Whelan Financial
California
$201K
GRP
172
Global Retirement Partners
California
$199K +$208K +10,440 +11,226%
X
173
Xponance
Pennsylvania
$196K +$2.05K +103 +1%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$193K -$6.65K -334 -3%
ECM
175
Everence Capital Management
Indiana
$190K

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.