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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
BlackRock
1
BlackRock
New York
$368M -$13M -650,593 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$281M -$3.37M -169,301 -1%
State Street
3
State Street
Massachusetts
$133M -$4.87M -244,433 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$125M +$7.98M +400,670 +6%
Charles Schwab
5
Charles Schwab
California
$99.6M +$4.79M +240,159 +5%
Capital Research Global Investors
6
Capital Research Global Investors
California
$78.2M -$3.44M -172,385 -4%
PA
7
Parallel Advisors
California
$70.6M +$17.4M +874,631 +30%
SAM
8
Silvercrest Asset Management
New York
$65.2M -$962K -48,284 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$60M +$2.07M +103,946 +3%
American Century Companies
10
American Century Companies
Missouri
$57.8M -$24.1M -1,208,295 -28%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$42.8M -$332K -16,655 -0.7%
Morgan Stanley
12
Morgan Stanley
New York
$39.4M -$3.63M -181,917 -8%
Victory Capital Management
13
Victory Capital Management
Texas
$33.4M +$6.35M +318,882 +21%
Northern Trust
14
Northern Trust
Illinois
$30.6M -$461K -23,123 -1%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$30.2M +$3.7M +185,890 +13%
Norges Bank
16
Norges Bank
Norway
$26.4M +$2.71M +136,106 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.4M -$943K -47,326 -3%
Goldman Sachs
18
Goldman Sachs
New York
$26M -$28.6M -1,432,663 -50%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$19.8M +$2.1M +105,353 +11%
Bessemer Group
20
Bessemer Group
New Jersey
$14.9M +$647K +32,474 +4%
CBB
21
Citizens Business Bank
California
$12.7M -$458K -23,000 -6%
UBS Group
22
UBS Group
Switzerland
$12.1M -$2.52M -126,516 -16%
Principal Financial Group
23
Principal Financial Group
Iowa
$12.1M +$343K +17,205 +3%
Bank of America
24
Bank of America
North Carolina
$12M +$1.24M +62,047 +11%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4M +$54.4K +2,732 +0.5%

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.