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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
QL
176
Quarry LP
New York
$55.6K +$53.8K +2,702 +877%
HFS
177
Hopwood Financial Services
Virginia
$46K
BIG
178
Brooklyn Investment Group
New York
$44.5K +$48K +2,407 +240,700%
SCM
179
Sterling Capital Management
North Carolina
$42.2K -$37.6K -1,889 -45%
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.6K +$1.91K +96 +5%
MPWT
181
MassMutual Private Wealth & Trust
Connecticut
$38.1K +$1.69K +85 +4%
QCG
182
Quadrant Capital Group
Ohio
$33.4K
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$31.8K +$2.85K +143 +9%
Nomura Asset Management
184
Nomura Asset Management
Japan
$29.9K
Jones Financial Companies
185
Jones Financial Companies
Missouri
$29.4K
A
186
AlphaQuest
New York
$26.6K +$28.7K +1,442 New
VCM
187
Versant Capital Management
Arizona
$25.7K -$1.61K -81 -5%
UB
188
UMB Bank
Missouri
$24.4K +$4.6K +231 +21%
CCM
189
Coldstream Capital Management
Washington
$23.2K +$25.1K +1,258 New
PS
190
Principal Securities
Iowa
$22.1K
OP
191
ORG Partners
Indiana
$19.2K
NICM
192
Neo Ivy Capital Management
New York
$16K +$17.3K +868 New
HCA
193
Harbor Capital Advisors
Illinois
$16K +$4.08K +205 +32%
EWA
194
EverSource Wealth Advisors
Alabama
$15.7K +$4.3K +216 +34%
FFA
195
Farther Finance Advisors
California
$15.2K -$1.35K -68 -8%
C
196
Covestor
United Kingdom
$14K -$26.1K -1,311 -63%
MG
197
Mather Group
Illinois
$14K
GWM
198
Geneos Wealth Management
Colorado
$11.2K +$11K +552 New
SO
199
STRS Ohio
Ohio
$9.23K -$25.9K -1,300 -72%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$6.3K +$5.7K +286 +520%

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.