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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
BlackRock
1
BlackRock
New York
$379M -$14.6M -782,777 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$294M -$6.83M -366,842 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$138M +$3.81M +204,873 +3%
State Street
4
State Street
Massachusetts
$129M -$12.2M -654,556 -9%
Charles Schwab
5
Charles Schwab
California
$106M -$334K -17,936 -0.3%
PA
6
Parallel Advisors
California
$75.6M
SAM
7
Silvercrest Asset Management
New York
$65.4M -$4.16M -223,589 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$63.8M -$551K -29,601 -0.9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$59.4M +$55.7M +2,991,999 +28,819%
American Century Companies
10
American Century Companies
Missouri
$51.9M -$9.43M -506,361 -16%
Capital Research Global Investors
11
Capital Research Global Investors
California
$46.7M -$34.9M -1,876,047 -44%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$46.1M +$202K +10,865 +0.5%
Morgan Stanley
13
Morgan Stanley
New York
$42.9M +$577K +30,969 +1%
Victory Capital Management
14
Victory Capital Management
Texas
$37.3M +$1.49M +79,814 +4%
Northern Trust
15
Northern Trust
Illinois
$31.3M -$1.43M -76,811 -5%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$30.9M -$1.44M -77,563 -5%
Norges Bank
17
Norges Bank
Norway
$28.3M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$28.1M -$172K -9,235 -0.6%
Goldman Sachs
19
Goldman Sachs
New York
$22.8M -$4.79M -257,098 -18%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$21.1M -$115K -6,163 -0.6%
Bessemer Group
21
Bessemer Group
New Jersey
$16.7M +$686K +36,839 +5%
Bank of America
22
Bank of America
North Carolina
$14.1M +$1.19M +63,833 +10%
CBB
23
Citizens Business Bank
California
$13.6M
Principal Financial Group
24
Principal Financial Group
Iowa
$12.7M -$215K -11,573 -2%
UBS AM
25
UBS AM
Illinois
$11M +$1.81M +97,226 +21%

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.