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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
BIG
176
Brooklyn Investment Group
New York
$252K -$63.1K -3,211 -20%
CRC
177
Curi RMB Capital
Illinois
$246K +$250K +12,699 New
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$245K +$248K +12,629 New
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$244K -$8.06K -410 -3%
X
180
Xponance
Pennsylvania
$240K +$39.2K +1,992 +19%
SG Americas Securities
181
SG Americas Securities
New York
$239K -$777K -39,500 -76%
PA
182
Profund Advisors
Maryland
$236K -$187K -9,485 -44%
FF
183
Foronjy Financial
California
$232K
Universal-Beteiligungs- und Servicegesellschaft
184
Universal-Beteiligungs- und Servicegesellschaft
Germany
$228K
FDP
185
Financiere des Professionnels
Quebec, Canada
$219K +$222K +11,276 New
EGM
186
Engineers Gate Manager
New York
$215K +$218K +11,080 New
SC
187
Savant Capital
Illinois
$211K -$9.14K -465 -4%
GI
188
GAMCO Investors
Connecticut
$208K +$14.7K +750 +8%
PMG
189
Private Management Group
California
$208K
AIP
190
Ameritas Investment Partners
Nebraska
$205K -$9.87K -502 -5%
QCM
191
QRG Capital Management
Illinois
$204K +$206K +10,500 New
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$203K +$2.44K +124 +1%
SIA
193
Soltis Investment Advisors
Utah
$199K -$36.6K -1,859 -15%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$199K -$54.8K -2,789 -21%
MFG
195
Merit Financial Group
Georgia
$195K -$11.9K -606 -6%
HWA
196
HCR Wealth Advisors
California
$194K
Ensign Peak Advisors
197
Ensign Peak Advisors
Utah
$170K
PCM
198
Palouse Capital Management
Washington
$155K +$157K +7,996 New
Osaic Holdings
199
Osaic Holdings
Arizona
$153K +$3.05K +155 +2%
HFS
200
Hantz Financial Services
Michigan
$152K -$99.8K -5,077 -39%

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.