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MVB Financial

110 hedge funds and large institutions have $177M invested in MVB Financial in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

6% more funds holding

Funds holding: 104110 (+6)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.41% more ownership

Funds ownership: 54.95%55.36% (+0.41%)

1% less capital invested

Capital invested by funds: $179M → $177M (-$1.98M)

42% less call options, than puts

Call options by funds: $484K | Put options by funds: $832K

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
34
Reduced
32
Closed
10
Calls
$484K
Puts
$832K
Net Calls
-$348K
Net Calls Change
-$87K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$43.9M -$258K -9,646 -0.5%
BlackRock
2
BlackRock
New York
$23.3M -$375K -13,999 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.6M +$526K +19,650 +4%
VCM
4
Vanguard Capital Management
Pennsylvania
$12.5M +$13.5M +504,844 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.7M +$105K +3,919 +1%
Ameriprise
6
Ameriprise
Minnesota
$6.13M +$230K +8,592 +4%
State Street
7
State Street
Massachusetts
$6.01M +$108K +4,034 +2%
ECA
8
Endeavour Capital Advisors
Connecticut
$4.67M -$2.68K -100 -0.1%
KCM
9
Kennedy Capital Management
Missouri
$3.09M +$97.5K +3,641 +3%
BCM
10
Basswood Capital Management
New York
$2.91M +$3.14M +117,116 New
BCM
11
Bridgeway Capital Management
Texas
$2.87M -$38.9K -1,451 -1%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.79M +$909K +33,940 +43%
BFC
13
Banc Funds Company
Illinois
$2.27M +$1.51M +56,200 +160%
Northern Trust
14
Northern Trust
Illinois
$2.19M +$95.2K +3,552 +4%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$2.17M +$615K +22,961 +36%
PFA
16
Pure Financial Advisors
California
$2.11M
VFT
17
Vanguard Fiduciary Trust
Pennsylvania
$1.93M +$2.09M +77,861 New
American Century Companies
18
American Century Companies
Missouri
$1.93M -$1.01M -37,707 -33%
Citadel Advisors
19
Citadel Advisors
Florida
$1.89M +$42.4K +1,583 +2%
Goldman Sachs
20
Goldman Sachs
New York
$1.8M +$367K +13,704 +23%
ACM
21
Ategra Capital Management
Virginia
$1.77M -$1.06M -39,413 -36%
VPM
22
Vanguard Portfolio Management
Pennsylvania
$1.61M +$1.73M +64,718 New
Two Sigma Investments
23
Two Sigma Investments
New York
$1.51M -$392K -14,638 -19%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$1.47M +$1.59M +59,370 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.44M +$69.5K +2,593 +5%

MVBF Hedge Fund Activity: Q1 2026 in Review

110 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2026, worth a combined $177M — down 1.1% from $179M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MVBF positions and 10 closed out — a net gain of 7 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $3.14M. The largest seller was Ategra Capital Management, cutting an estimated $1.06M.

  • 110 institutional investors held MVB Financial (MVBF) as of Q1 2026, up from 104 in Q4 2025.
  • Funds reported $177M of MVB Financial stock for Q1 2026, down 1.1% quarter-over-quarter.
  • 17 funds opened new MVB Financial positions in Q1 2026 and 10 closed out, a net change of +7 holders.
  • The largest MVB Financial buyer in Q1 2026 was Basswood Capital Management, an estimated $3.14M added.
  • The largest MVB Financial seller in Q1 2026 was Ategra Capital Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2026.