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CVB Financial

284 hedge funds and large institutions have $2.2B invested in CVB Financial in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$218M)

8% more funds holding

Funds holding: 264284 (+20)

5.72% more ownership

Funds ownership: 77.6%83.31% (+5.7%)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

Holders
284
Holders Change
+20
Holders Change %
+7.58%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
56
Increased
89
Reduced
95
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$150K -$3.01K -153 -2%
GI
202
GAMMA Investing
California
$128K +$4.33K +220 +3%
KBC Group
203
KBC Group
Belgium
$110K +$35.3K +1,797 +46%
CSC
204
Caldwell Sutter Capital
California
$98.3K
SCM
205
Sterling Capital Management
North Carolina
$82.8K -$64.2K -3,267 -43%
AF
206
Allworth Financial
California
$81.6K -$350K -17,802 -81%
C
207
Covestor
United Kingdom
$81K -$60.3K -3,067 -42%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$67.8K +$1.85K +94 +3%
BNP Paribas Asset Management
209
BNP Paribas Asset Management
France
$62.6K +$20K +1,019 +46%
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$54.4K +$39K +1,983 +241%
WT
211
Whittier Trust
California
$51.4K -$19K -964 -27%
EWA
212
EverSource Wealth Advisors
Alabama
$46.7K +$13.7K +695 +41%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.6K +$2.2K +112 +5%
LFG
214
Larson Financial Group
Missouri
$39.8K -$7.04K -358 -15%
SAM
215
Smartleaf Asset Management
Massachusetts
$39.6K -$40.6K -2,064 -50%
Nomura Asset Management
216
Nomura Asset Management
Japan
$31.4K
UB
217
UMB Bank
Missouri
$31.2K +$787 +40 +3%
Jones Financial Companies
218
Jones Financial Companies
Missouri
$30.5K
VCM
219
Versant Capital Management
Arizona
$29.3K +$3.44K +175 +13%
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$26.9K -$11K -558 -29%
FFA
221
Farther Finance Advisors
California
$22.7K +$1.06K +54 +5%
BTI
222
Blue Trust Inc
Georgia
$21.4K -$1.65K -84 -7%
GSEP
223
Golden State Equity Partners
California
$20.2K +$20.5K +1,043 New
SL
224
Salomon & Ludwin
Virginia
$19.1K -$20 -1 -0.1%
RFP
225
Root Financial Partners
California
$17K +$7.77K +395 +82%

CVBF Hedge Fund Activity: Q1 2026 in Review

284 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2026, worth a combined $2.2B — up 11% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new CVBF positions and 29 closed out — a net gain of 27 holders — while 89 added to existing stakes and 95 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $27M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $39.7M sold.

  • 284 institutional investors held CVB Financial (CVBF) as of Q1 2026, up from 264 in Q4 2025.
  • Funds reported $2.2B of CVB Financial stock for Q1 2026, up 11% quarter-over-quarter.
  • 56 funds opened new CVB Financial positions in Q1 2026 and 29 closed out, a net change of +27 holders.
  • The largest CVB Financial buyer in Q1 2026 was Balyasny Asset Management, an estimated $27M added.
  • The largest CVB Financial seller in Q1 2026 was Capital Research Global Investors, an estimated $39.7M sold.

Based on aggregated 13F filings for Q1 2026.