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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
BlackRock
1
BlackRock
New York
$360M -$2.61M -131,145 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$278M -$2.97M -149,181 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$134M +$2.93M +147,061 +2%
State Street
4
State Street
Massachusetts
$128M +$4.99M +250,801 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$116M +$62M +3,114,107 +104%
Charles Schwab
6
Charles Schwab
California
$103M +$847K +42,517 +0.8%
PA
7
Parallel Advisors
California
$72.3M +$4.16K +209 +0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$61.5M +$551K +27,658 +0.9%
SAM
9
Silvercrest Asset Management
New York
$60.3M -$2.31M -116,221 -4%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$43.9M -$120K -6,011 -0.3%
Capital Research Global Investors
11
Capital Research Global Investors
California
$40.6M -$4.19M -210,263 -9%
Morgan Stanley
12
Morgan Stanley
New York
$39.4M -$1.71M -85,716 -4%
Victory Capital Management
13
Victory Capital Management
Texas
$37M +$1.39M +69,774 +4%
Northern Trust
14
Northern Trust
Illinois
$32.3M +$2.5M +125,568 +8%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$32.1M +$2.8M +140,721 +9%
American Century Companies
16
American Century Companies
Missouri
$31.4M -$19.1M -960,613 -37%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.3M -$544K -27,311 -2%
Bessemer Group
18
Bessemer Group
New Jersey
$20.7M +$4.97M +249,490 +29%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$20.1M -$77.2K -3,878 -0.4%
Goldman Sachs
20
Goldman Sachs
New York
$19.6M -$2.27M -114,183 -10%
Bank of America
21
Bank of America
North Carolina
$14.9M +$1.44M +72,116 +10%
Principal Financial Group
22
Principal Financial Group
Iowa
$13.8M +$1.78M +89,179 +14%
Two Sigma Investments
23
Two Sigma Investments
New York
$13M +$3.83M +192,184 +39%
CBB
24
Citizens Business Bank
California
$13M -$34.2K -1,718 -0.5%
CCP
25
Clifford Capital Partners
Utah
$12.6M +$12.9M +648,229 +3,801%

CVBF Hedge Fund Activity: Q3 2025 in Review

257 of the 7,619 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.