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CVB Financial
CVBF

Overview Fund Activity

251 hedge funds and large institutions have $2.04B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 104 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
69
Reduced
104
Closed
25
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$143K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$59.4M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$5.64M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.82M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$138M
5
EP
5
Edgestream Partners
New Jersey
$3.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$46.7M
2
BlackRock
2
BlackRock
New York
$379M
3
State Street
3
State Street
Massachusetts
$129M
4
American Century Companies
4
American Century Companies
Missouri
$51.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
176
Savant Capital
Illinois
$200K -$2.38K -120 -1%
EI
177
Ethic Inc
New York
$200K -$130K -6,600 -39%
ECM
178
Everence Capital Management
Indiana
$199K -$96.3K -4,870 -33%
GI
179
GAMCO Investors
Connecticut
$198K – – –
HWA
180
HCR Wealth Advisors
California
$198K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$177K +$15.7K +795 +10%
AAS
182
Ameritas Advisory Services
Nebraska
$150K +$150K +7,576 New
MPW
183
MASECO Private Wealth
$116K +$116K +5,866 New
C
184
Covestor
United Kingdom
$116K +$101K +5,071 +650%
GI
185
GAMMA Investing
California
$114K +$13.6K +685 +13%
Osaic Holdings
186
Osaic Holdings
Arizona
$109K -$52K -2,633 -32%
OCM
187
Osterweis Capital Management
California
$103K +$103K +5,227 New
CSC
188
Caldwell Sutter Capital
California
$100K – – –
BTI
189
Blue Trust Inc
Georgia
$94.6K +$6.1K +308 +7%
KBC Group
190
KBC Group
Belgium
$77K -$66.2K -3,344 -46%
SCM
191
Sterling Capital Management
North Carolina
$71.5K +$26.3K +1,327 +58%
WT
192
Whittier Trust
California
$70.2K -$28.1K -1,420 -29%
Northwestern Mutual Wealth Management
193
Northwestern Mutual Wealth Management
Wisconsin
$67.4K – – –
SAM
194
Smartleaf Asset Management
Massachusetts
$62.7K -$22K -1,120 -26%
BIG
195
Brooklyn Investment Group
New York
$58.6K +$11K +554 +23%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$56.2K +$24.8K +1,261 +79%
HFS
197
Hopwood Financial Services
Virginia
$49.3K – – –
Ohio Public Employees Retirement System (OPERS)
198
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.1K -$2.32K -117 -5%
MPWT
199
MassMutual Private Wealth & Trust
Connecticut
$38.9K -$1.96K -99 -5%
Nomura Asset Management
200
Nomura Asset Management
Japan
$32.1K – – –
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8
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