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CVB Financial

238 hedge funds and large institutions have $1.93B invested in CVB Financial in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

3% more funds holding

Funds holding: 230238 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.99% less ownership

Funds ownership: 75.75%74.76% (-0.99%)

1% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 78

15% less capital invested

Capital invested by funds: $2.27B → $1.93B (-$340M)

93% less call options, than puts

Call options by funds: $11K | Put options by funds: $153K

Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
77
Reduced
78
Closed
23
Calls
$11K
Puts
$153K
Net Calls
-$142K
Net Calls Change
-$142K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$6.04K -$3.17K -159 -33%
LI
202
LRI Investments
Florida
$5.59K
RIL
203
Rothschild Investment LLC
Illinois
$5.08K +$1.2K +60 +28%
TCOV
204
Trust Company of Vermont
Vermont
$4.45K
HCP
205
Hexagon Capital Partners
Arkansas
$3.91K +$877 +44 +26%
NA
206
NewEdge Advisors
Louisiana
$3.69K
Mitsubishi UFJ Asset Management
207
Mitsubishi UFJ Asset Management
Japan
$3.65K
HWM
208
Hemington Wealth Management
Virginia
$3K +$1.18K +59 +50%
BIA
209
Bell Investment Advisors
California
$2.9K -$518 -26 -14%
AssetMark Inc
210
AssetMark Inc
California
$2.69K
JWA
211
JFS Wealth Advisors
Pennsylvania
$2.51K +$717 +36 +36%
QC
212
Quent Capital
New York
$2.25K
SS
213
SBI Securities
Japan
$2.07K +$40 +2 +2%
PWMG
214
Prestige Wealth Management Group
New Jersey
$1.92K
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$1.75K
Amundi
216
Amundi
France
$1.31K +$877 +44 +133%
PWAM
217
Private Wealth Asset Management
Iowa
$1.29K +$1.4K +70 New
CFO
218
CVA Family Office
Colorado
$1.22K +$1.31K +66 New
BFS
219
Bare Financial Services
Pennsylvania
$1.18K +$1.27K +64 New
SWM
220
Spire Wealth Management
Virginia
$1.16K -$279 -14 -18%
PWA
221
Physician Wealth Advisors
Utah
$1.13K +$1.22K +61 New
SC
222
Stephens Consulting
Michigan
$1.11K +$1.2K +60 New
PWMG
223
Private Wealth Management Group
New Jersey
$1.05K
RA
224
Rise Advisors
New York
$923 -$17.7K -889 -95%
SIC
225
SJS Investment Consulting
Ohio
$628 +$100 +5 +17%

CVBF Hedge Fund Activity: Q1 2025 in Review

238 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q1 2025, worth a combined $1.93B — down 15% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new CVBF positions and 23 closed out — a net gain of 9 holders — while 77 added to existing stakes and 78 trimmed.

The largest buyer was Parallel Advisors, adding an estimated $17.4M. The largest seller was Goldman Sachs, cutting an estimated $28.6M.

  • 238 institutional investors held CVB Financial (CVBF) as of Q1 2025, up from 230 in Q4 2024.
  • Funds reported $1.93B of CVB Financial stock for Q1 2025, down 15% quarter-over-quarter.
  • 32 funds opened new CVB Financial positions in Q1 2025 and 23 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q1 2025 was Parallel Advisors, an estimated $17.4M added.
  • The largest CVB Financial seller in Q1 2025 was Goldman Sachs, an estimated $28.6M sold.

Based on aggregated 13F filings for Q1 2025.