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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
EI
176
Ethic Inc
New York
$200K -$123K -6,600 -39%
ECM
177
Everence Capital Management
Indiana
$199K -$90.7K -4,870 -33%
GI
178
GAMCO Investors
Connecticut
$198K
HWA
179
HCR Wealth Advisors
California
$198K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$177K +$14.8K +795 +10%
AAS
181
Ameritas Advisory Services
Nebraska
$150K +$141K +7,576 New
Osaic Holdings
182
Osaic Holdings
Arizona
$133K -$26.1K -1,403 -17%
MPW
183
MASECO Private Wealth
$116K +$109K +5,866 New
C
184
Covestor
United Kingdom
$116K +$94.4K +5,071 +650%
GI
185
GAMMA Investing
California
$114K +$12.8K +685 +13%
OCM
186
Osterweis Capital Management
California
$103K +$97.3K +5,227 New
CSC
187
Caldwell Sutter Capital
California
$100K
BTI
188
Blue Trust Inc
Georgia
$94.6K +$5.74K +308 +7%
KBC Group
189
KBC Group
Belgium
$77K -$62.3K -3,344 -46%
SCM
190
Sterling Capital Management
North Carolina
$71.5K +$24.7K +1,327 +58%
WT
191
Whittier Trust
California
$70.2K -$26.4K -1,420 -29%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$67.4K
SAM
193
Smartleaf Asset Management
Massachusetts
$62.7K -$20.9K -1,120 -26%
BIG
194
Brooklyn Investment Group
New York
$58.6K +$10.3K +554 +23%
Jones Financial Companies
195
Jones Financial Companies
Missouri
$56.2K +$23.5K +1,261 +79%
HFS
196
Hopwood Financial Services
Virginia
$49.3K
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.1K -$2.18K -117 -5%
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$38.9K -$1.84K -99 -5%
Nomura Asset Management
199
Nomura Asset Management
Japan
$32.1K
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$30.5K -$3.43K -184 -11%

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.