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CVB Financial

257 hedge funds and large institutions have $1.96B invested in CVB Financial in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

2% more funds holding

Funds holding: 252257 (+5)

0.18% more ownership

Funds ownership: 74.68%74.85% (+0.18%)

4% less capital invested

Capital invested by funds: $2.04B → $1.96B (-$86.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
93
Reduced
76
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMCO Investors
Connecticut
$189K
HWA
177
HCR Wealth Advisors
California
$188K
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$186K +$17.3K +871 +10%
SCM
179
Sterling Capital Management
North Carolina
$173K +$110K +5,546 +154%
Osaic Holdings
180
Osaic Holdings
Arizona
$150K +$22.9K +1,150 +17%
TRCT
181
Tower Research Capital (TRC)
New York
$139K -$231K -11,597 -61%
GI
182
GAMMA Investing
California
$121K +$12.3K +619 +11%
C
183
Covestor
United Kingdom
$113K +$2.39K +120 +2%
CSC
184
Caldwell Sutter Capital
California
$95.8K
SAM
185
Smartleaf Asset Management
Massachusetts
$77K +$17K +854 +27%
KBC Group
186
KBC Group
Belgium
$74K
QCG
187
Quadrant Capital Group
Ohio
$71.1K +$74.8K +3,759 New
WT
188
Whittier Trust
California
$67.6K +$179 +9 +0.3%
HFS
189
Hantz Financial Services
Michigan
$66K +$55.6K +2,790 +395%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$64.4K
AAP
191
Arax Advisory Partners
Colorado
$60.1K +$63.3K +3,180 New
Jones Financial Companies
192
Jones Financial Companies
Missouri
$55.4K
HFS
193
Hopwood Financial Services
Virginia
$47.1K
Ohio Public Employees Retirement System (OPERS)
194
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.5K +$139 +7 +0.3%
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$36.7K -$418 -21 -1%
VCM
196
Versant Capital Management
Arizona
$33.9K +$9.14K +459 +34%
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$31K +$2.45K +123 +8%
Nomura Asset Management
198
Nomura Asset Management
Japan
$30.6K
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$28.8K -$319 -16 -1%
EWA
200
EverSource Wealth Advisors
Alabama
$27.2K +$2.35K +118 +9%

CVBF Hedge Fund Activity: Q3 2025 in Review

257 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2025, worth a combined $1.96B — down 4.2% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CVBF positions and 28 closed out — a net gain of 9 holders — while 93 added to existing stakes and 76 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62M. The largest seller was American Century Companies, cutting an estimated $19.1M.

  • 257 institutional investors held CVB Financial (CVBF) as of Q3 2025, up from 252 in Q2 2025.
  • Funds reported $1.96B of CVB Financial stock for Q3 2025, down 4.2% quarter-over-quarter.
  • 37 funds opened new CVB Financial positions in Q3 2025 and 28 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q3 2025 was Fidelity Investments, an estimated $62M added.
  • The largest CVB Financial seller in Q3 2025 was American Century Companies, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2025.