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CVB Financial

253 hedge funds and large institutions have $2.05B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

34% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 105

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
X
176
Xponance
Pennsylvania
$204K
SC
177
Savant Capital
Illinois
$200K
EI
178
Ethic Inc
New York
$200K
ECM
179
Everence Capital Management
Indiana
$199K
HWA
180
HCR Wealth Advisors
California
$198K
GI
181
GAMCO Investors
Connecticut
$198K
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$177K
AAS
183
Ameritas Advisory Services
Nebraska
$150K
MPW
184
MASECO Private Wealth
$116K
C
185
Covestor
United Kingdom
$116K
GI
186
GAMMA Investing
California
$114K
Osaic Holdings
187
Osaic Holdings
Arizona
$109K
OCM
188
Osterweis Capital Management
California
$103K
CSC
189
Caldwell Sutter Capital
California
$100K
BTI
190
Blue Trust Inc
Georgia
$94.6K
KBC Group
191
KBC Group
Belgium
$77K
SCM
192
Sterling Capital Management
North Carolina
$71.5K
WT
193
Whittier Trust
California
$70.2K
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$67.4K
SAM
195
Smartleaf Asset Management
Massachusetts
$62.7K
BIG
196
Brooklyn Investment Group
New York
$58.6K
Jones Financial Companies
197
Jones Financial Companies
Missouri
$56.2K
HFS
198
Hopwood Financial Services
Virginia
$49.3K
Ohio Public Employees Retirement System (OPERS)
199
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.1K
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$38.9K