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CVB Financial

264 hedge funds and large institutions have $1.98B invested in CVB Financial in 2025 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 93 increasing their positions, 81 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

15% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 81

2.74% more ownership

Funds ownership: 74.85%77.6% (+2.7%)

3% more funds holding

Funds holding: 257264 (+7)

1% more capital invested

Capital invested by funds: $1.96B → $1.98B (+$25.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $983K

Holders
264
Holders Change
+7
Holders Change %
+2.72%
% of All Funds
3.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
49
Increased
93
Reduced
81
Closed
40
Calls
$2K
Puts
$983K
Net Calls
-$981K
Net Calls Change
-$984K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$356M +$2.85M +148,902 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$273M -$153K -8,002 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$135M +$3.29M +171,971 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$127M +$13.7M +716,700 +12%
State Street
5
State Street
Massachusetts
$125M -$2.21M -115,585 -2%
Charles Schwab
6
Charles Schwab
California
$102M +$1.29M +67,563 +1%
PA
7
Parallel Advisors
California
$71.1M -$27.5K -1,438 -0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$59.8M -$662K -34,636 -1%
SAM
9
Silvercrest Asset Management
New York
$51.7M -$7.88M -412,166 -13%
Morgan Stanley
10
Morgan Stanley
New York
$44.1M +$5.52M +288,379 +14%
HAM
11
HoldCo Asset Management
Florida
$41.4M +$42.3M +2,211,005 +17,051%
Capital Research Global Investors
12
Capital Research Global Investors
California
$39.7M -$340K -17,800 -0.8%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$39.5M -$3.83M -200,110 -9%
Victory Capital Management
14
Victory Capital Management
Texas
$37.8M +$1.43M +74,914 +4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$32.4M +$761K +39,771 +2%
Northern Trust
16
Northern Trust
Illinois
$27.7M -$4.21M -220,065 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$25.8M -$68.8K -3,597 -0.3%
Bessemer Group
18
Bessemer Group
New Jersey
$20.3M -$33.6K -1,756 -0.2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$20M +$202K +10,545 +1%
Goldman Sachs
20
Goldman Sachs
New York
$17.6M -$1.74M -91,007 -9%
Citadel Advisors
21
Citadel Advisors
Florida
$14.8M +$10.9M +568,421 +249%
Principal Financial Group
22
Principal Financial Group
Iowa
$14.5M +$926K +48,399 +7%
Bank of America
23
Bank of America
North Carolina
$13.4M -$1.22M -63,692 -8%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$13.3M +$8.59M +449,013 +169%
Two Sigma Investments
25
Two Sigma Investments
New York
$13M +$212K +11,082 +2%

CVBF Hedge Fund Activity: Q4 2025 in Review

264 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in CVB Financial (CVBF) for Q4 2025, worth a combined $1.98B — up 1.3% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new CVBF positions and 40 closed out — a net gain of 9 holders — while 93 added to existing stakes and 81 trimmed.

The largest buyer was HoldCo Asset Management, adding an estimated $42.3M. The largest seller was American Century Companies, cutting an estimated $22.8M.

  • 264 institutional investors held CVB Financial (CVBF) as of Q4 2025, up from 257 in Q3 2025.
  • Funds reported $1.98B of CVB Financial stock for Q4 2025, up 1.3% quarter-over-quarter.
  • 49 funds opened new CVB Financial positions in Q4 2025 and 40 closed out, a net change of +9 holders.
  • The largest CVB Financial buyer in Q4 2025 was HoldCo Asset Management, an estimated $42.3M added.
  • The largest CVB Financial seller in Q4 2025 was American Century Companies, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2025.