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CVB Financial

283 hedge funds and large institutions have $2.2B invested in CVB Financial in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 89 increasing their positions, 95 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

11% more capital invested

Capital invested by funds: $1.98B → $2.2B (+$217M)

7% more funds holding

Funds holding: 264283 (+19)

5.7% more ownership

Funds ownership: 77.6%83.3% (+5.7%)

6% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 95

Holders
283
Holders Change
+19
Holders Change %
+7.2%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.06%
New
55
Increased
89
Reduced
95
Closed
29
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$369M -$2.67M -135,924 -0.7%
State Street
2
State Street
Massachusetts
$154M +$25.2M +1,280,967 +19%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$153M +$155M +7,890,398 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$148M +$6.52M +331,307 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$144M +$11.9M +607,663 +9%
VCM
6
Vanguard Capital Management
Pennsylvania
$110M +$112M +5,688,658 New
Charles Schwab
7
Charles Schwab
California
$89.2M -$17.5M -890,769 -16%
PA
8
Parallel Advisors
California
$70.9M -$3.2M -162,666 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$63.6M +$1.32M +67,039 +2%
SAM
10
Silvercrest Asset Management
New York
$45.8M -$8.21M -417,343 -15%
HAM
11
HoldCo Asset Management
Florida
$45.4M +$2.34M +118,772 +5%
Victory Capital Management
12
Victory Capital Management
Texas
$40.1M +$764K +38,868 +2%
Morgan Stanley
13
Morgan Stanley
New York
$39.7M -$6.33M -321,788 -14%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$39.7M -$1.52M -77,526 -4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$34.7M +$979K +49,806 +3%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$29.8M +$27M +1,371,487 +826%
Northern Trust
17
Northern Trust
Illinois
$28.6M -$259K -13,150 -0.9%
Bessemer Group
18
Bessemer Group
New Jersey
$28.4M +$7.33M +372,732 +34%
Goldman Sachs
19
Goldman Sachs
New York
$26.8M +$8.61M +437,850 +46%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.6M -$1.32M -66,911 -5%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$23.7M +$9.97M +507,228 +71%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$20.4M -$422K -21,436 -2%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$18.8M +$16.3M +829,043 +591%
Bank of America
24
Bank of America
North Carolina
$17.9M +$3.99M +202,857 +28%
BHCM
25
Brevan Howard Capital Management
Jersey
$17.4M +$11.7M +595,386 +198%