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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.95% less ownership

Funds ownership: 75.75%73.8% (-2%)

16% less capital invested

Capital invested by funds: $2.27B → $1.91B (-$365M)

93% less call options, than puts

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

Holders
239
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
$11K
Puts
$153K
Net Calls
Net Calls Change

Top Sellers

1 -$26.4M
2 -$22.3M
3 -$12M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.1M
5
BFM
Boothbay Fund Management
New York
-$5.82M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$6.3K
HNB
202
Huntington National Bank
Ohio
$6.04K
LI
203
LRI Investments
Florida
$5.59K
RIL
204
Rothschild Investment LLC
Illinois
$5.08K
TCOV
205
Trust Company of Vermont
Vermont
$4.45K
HCP
206
Hexagon Capital Partners
Arkansas
$3.91K
NA
207
NewEdge Advisors
Louisiana
$3.69K
Mitsubishi UFJ Asset Management
208
Mitsubishi UFJ Asset Management
Japan
$3.65K
HWM
209
Hemington Wealth Management
Virginia
$3K
BIA
210
Bell Investment Advisors
California
$2.9K
AssetMark Inc
211
AssetMark Inc
California
$2.69K
JWA
212
JFS Wealth Advisors
Pennsylvania
$2.51K
QC
213
Quent Capital
New York
$2.25K
SS
214
SBI Securities
Japan
$2.07K
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
PWAM
218
Private Wealth Asset Management
Iowa
$1.29K
CFO
219
CVA Family Office
Colorado
$1.22K
BFS
220
Bare Financial Services
Pennsylvania
$1.18K
SWM
221
Spire Wealth Management
Virginia
$1.16K
PWA
222
Physician Wealth Advisors
Utah
$1.13K
SC
223
Stephens Consulting
Michigan
$1.11K
PWMG
224
Private Wealth Management Group
New Jersey
$1.05K
RA
225
Rise Advisors
New York
$923