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CVB Financial

252 hedge funds and large institutions have $2.04B invested in CVB Financial in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 25

6% more funds holding

Funds holding: 238252 (+14)

6% more capital invested

Capital invested by funds: $1.93B → $2.04B (+$110M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 74.76%74.68% (-0.08%)

33% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 103

Holders
252
Holders Change
+14
Holders Change %
+5.88%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
69
Reduced
103
Closed
25
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
201
BNP Paribas Asset Management
France
$30K +$28.3K +1,520 New
VCM
202
Versant Capital Management
Arizona
$26.4K -$1.06K -57 -4%
EWA
203
EverSource Wealth Advisors
Alabama
$26.2K +$8.75K +470 +55%
UB
204
UMB Bank
Missouri
$24.3K -$1.71K -92 -7%
QL
205
Quarry LP
New York
$21.7K -$35.6K -1,912 -64%
OP
206
ORG Partners
Indiana
$21.4K
FFA
207
Farther Finance Advisors
California
$16K -$317 -17 -2%
HCA
208
Harbor Capital Advisors
Illinois
$16K -$856 -46 -5%
DB
209
Danske Bank
Denmark
$15.8K +$14.9K +800 New
HFS
210
Hantz Financial Services
Michigan
$14K +$12.9K +694 +5,338%
FHA
211
First Horizon Advisors
Tennessee
$13.8K +$13K +697 New
PS
212
Principal Securities
Iowa
$12.9K -$7.04K -378 -37%
SO
213
STRS Ohio
Ohio
$9.89K
RIL
214
Rothschild Investment LLC
Illinois
$6.73K +$1.21K +65 +24%
MCM
215
MAI Capital Management
Ohio
$6.61K +$6.22K +334 New
HNB
216
Huntington National Bank
Ohio
$6.47K
LI
217
LRI Investments
Florida
$6K
PFBT
218
Parkside Financial Bank & Trust
Missouri
$5.94K -$763 -41 -12%
TPWA
219
Twin Peaks Wealth Advisors
California
$5.81K +$5.49K +295 New
BFS
220
Bare Financial Services
Pennsylvania
$4.99K +$3.5K +188 +294%
TCOV
221
Trust Company of Vermont
Vermont
$4.77K
NA
222
NewEdge Advisors
Louisiana
$3.96K
Mitsubishi UFJ Asset Management
223
Mitsubishi UFJ Asset Management
Japan
$3.92K
BIA
224
Bell Investment Advisors
California
$3.11K
HWM
225
Hemington Wealth Management
Virginia
$3K -$130 -7 -4%

CVBF Hedge Fund Activity: Q2 2025 in Review

252 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q2 2025, worth a combined $2.04B — up 5.7% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CVBF positions and 25 closed out — a net gain of 14 holders — while 69 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.7M. The largest seller was Capital Research Global Investors, cutting an estimated $34.9M.

  • 252 institutional investors held CVB Financial (CVBF) as of Q2 2025, up from 238 in Q1 2025.
  • Funds reported $2.04B of CVB Financial stock for Q2 2025, up 5.7% quarter-over-quarter.
  • 39 funds opened new CVB Financial positions in Q2 2025 and 25 closed out, a net change of +14 holders.
  • The largest CVB Financial buyer in Q2 2025 was Fidelity Investments, an estimated $55.7M added.
  • The largest CVB Financial seller in Q2 2025 was Capital Research Global Investors, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.