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CVB Financial

239 hedge funds and large institutions have $1.91B invested in CVB Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+9
Holders Change %
+3.91%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
75
Reduced
79
Closed
23
Calls
$11K
Puts
$153K
Net Calls
-$142K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
201
Parkside Financial Bank & Trust
Missouri
$6.3K +$5.28K +286 +520%
HNB
202
Huntington National Bank
Ohio
$6.04K -$2.94K -159 -33%
LI
203
LRI Investments
Florida
$5.59K
RIL
204
Rothschild Investment LLC
Illinois
$5.08K +$1.11K +60 +28%
TCOV
205
Trust Company of Vermont
Vermont
$4.45K
HCP
206
Hexagon Capital Partners
Arkansas
$3.91K +$812 +44 +26%
NA
207
NewEdge Advisors
Louisiana
$3.69K
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$3.66K
HWM
209
Hemington Wealth Management
Virginia
$3K +$1.01K +59 +50%
BIA
210
Bell Investment Advisors
California
$2.9K -$480 -26 -14%
AssetMark Inc
211
AssetMark Inc
California
$2.7K
JWA
212
JFS Wealth Advisors
Pennsylvania
$2.51K +$665 +36 +36%
QC
213
Quent Capital
New York
$2.25K
SS
214
SBI Securities
Japan
$2.07K +$37 +2 +2%
PWMG
215
Prestige Wealth Management Group
New Jersey
$1.92K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$1.75K
Amundi
217
Amundi
France
$1.31K +$751 +44 +133%
PWAM
218
Private Wealth Asset Management
Iowa
$1.29K +$1.29K +70 New
CFO
219
CVA Family Office
Colorado
$1.22K +$1.22K +66 New
BFS
220
Bare Financial Services
Pennsylvania
$1.18K +$1.18K +64 New
SWM
221
Spire Wealth Management
Virginia
$1.16K -$258 -14 -18%
PWA
222
Physician Wealth Advisors
Utah
$1.13K +$1.13K +61 New
SC
223
Stephens Consulting
Michigan
$1.11K +$1.11K +60 New
PWMG
224
Private Wealth Management Group
New Jersey
$1.05K
RA
225
Rise Advisors
New York
$923 -$16.4K -889 -95%