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CVB Financial

257 hedge funds and large institutions have $1.96B invested in CVB Financial in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

22% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 76

2% more funds holding

Funds holding: 252257 (+5)

0.18% more ownership

Funds ownership: 74.68%74.85% (+0.18%)

4% less capital invested

Capital invested by funds: $2.04B → $1.96B (-$86.4M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
37
Increased
93
Reduced
76
Closed
28
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$26.5K +$3.4K +171 +14%
SL
202
Salomon & Ludwin
Virginia
$24.9K +$26.2K +1,314 New
BTI
203
Blue Trust Inc
Georgia
$22.5K -$71.5K -3,590 -75%
OP
204
ORG Partners
Indiana
$19.7K
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$16.1K +$17K +853 New
FFA
206
Farther Finance Advisors
California
$16.1K +$836 +42 +5%
FHC
207
First Horizon Corporation
Tennessee
$15.9K +$16.7K +841 New
DB
208
Danske Bank
Denmark
$15.1K
HCA
209
Harbor Capital Advisors
Illinois
$15K +$199 +10 +1%
S
210
SignatureFD
Georgia
$14.4K +$15.2K +761 New
A
211
AlphaQuest
New York
$13.3K +$14K +704 New
MG
212
Mather Group
Illinois
$13.3K +$14K +701 New
PS
213
Principal Securities
Iowa
$12.3K
LFG
214
Larson Financial Group
Missouri
$11.7K +$12.3K +616 +15,400%
QL
215
Quarry LP
New York
$9.59K -$11.8K -591 -54%
SO
216
STRS Ohio
Ohio
$9.46K
Optiver Holding
217
Optiver Holding
Netherlands
$8.89K +$9.36K +470 New
PFBT
218
Parkside Financial Bank & Trust
Missouri
$7.68K +$2.11K +106 +35%
RFP
219
Root Financial Partners
California
$7.62K +$8.02K +403 New
RIL
220
Rothschild Investment LLC
Illinois
$6.43K
JWM
221
JPL Wealth Management
Colorado
$6.41K +$6.75K +339 New
HNB
222
Huntington National Bank
Ohio
$6.18K
LI
223
LRI Investments
Florida
$5.73K
WANY
224
Wealthspire Advisors (New York)
New York
$5.26K +$5.54K +278 New
TCOV
225
Trust Company of Vermont
Vermont
$4.56K

CVBF Hedge Fund Activity: Q3 2025 in Review

257 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q3 2025, worth a combined $1.96B — down 4.2% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CVBF positions and 28 closed out — a net gain of 9 holders — while 93 added to existing stakes and 76 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $62M. The largest seller was American Century Companies, cutting an estimated $19.1M.

  • 257 institutional investors held CVB Financial (CVBF) as of Q3 2025, up from 252 in Q2 2025.
  • Funds reported $1.96B of CVB Financial stock for Q3 2025, down 4.2% quarter-over-quarter.
  • 37 funds opened new CVB Financial positions in Q3 2025 and 28 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q3 2025 was Fidelity Investments, an estimated $62M added.
  • The largest CVB Financial seller in Q3 2025 was American Century Companies, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2025.