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MVB Financial
MVBF

93 hedge funds and large institutions have $152M invested in MVB Financial in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

26% more capital invested

Capital invested by funds: $121M → $152M (+$31.3M)

6% more funds holding

Funds holding: 88 → 93 (+5)

1.89% less ownership

Funds ownership: 53.76% → 51.87% (-1.9%)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.52M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$605K
3
AQR Capital Management
AQR Capital Management
Connecticut
+$291K
4
Jane Street
Jane Street
New York
+$256K
5
QCM
Quantinno Capital Management
New York
+$234K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$3.35M
2
BCM
Bridgeway Capital Management
Texas
-$1.37M
3
BlackRock
BlackRock
New York
-$1.34M
4
BFC
Banc Funds Company
Illinois
-$858K
5
Morgan Stanley
Morgan Stanley
New York
-$590K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$762K +$31.2K +1,686 +5%
Cerity Partners
27
Cerity Partners
New York
$716K +$3.98K +215 +0.7%
JWCA
28
J.W. Cole Advisors
Florida
$696K – – –
MCWS
29
McKinley Carter Wealth Services
West Virginia
$673K – – –
First Manhattan
30
First Manhattan
New York
$642K – – –
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$621K -$101K -5,445 -17%
Bank of America
32
Bank of America
North Carolina
$621K -$2.26K -122 -0.4%
Jane Street
33
Jane Street
New York
$611K +$256K +13,852 +104%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$438K -$90.6K -4,899 -20%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$417K -$21.7K -1,171 -6%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$407K -$1.63K -88 -0.5%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$400K +$6.45K +349 +2%
CAM
38
Cresset Asset Management
Illinois
$396K -$758 -41 -0.2%
FNT
39
First National Trust
Pennsylvania
$363K – – –
AQR Capital Management
40
AQR Capital Management
Connecticut
$355K +$291K +15,740 New
EF
41
Empowered Funds
Pennsylvania
$346K +$22.6K +1,222 +9%
Citadel Advisors
42
Citadel Advisors
Florida
$334K -$82.1K -4,442 -23%
Invesco
43
Invesco
Georgia
$308K -$32.2K -1,743 -11%
QCM
44
Quantinno Capital Management
New York
$286K +$234K +12,675 New
TI
45
Trexquant Investment
Connecticut
$282K +$231K +12,508 New
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$261K -$18.5K -1,000 -8%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$244K -$13.8K -746 -6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$231K +$4.33K +234 +2%
Wells Fargo
49
Wells Fargo
California
$211K +$1.96K +106 +1%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$203K +$166K +9,000 New
1
2
3 4

MVBF Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2025, worth a combined $152M — up 26% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 35 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.52M. The largest seller was TimesSquare Capital Management, cutting an estimated $3.35M.

  • 93 institutional investors held MVB Financial (MVBF) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $152M of MVB Financial stock for Q2 2025, up 26% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest MVB Financial buyer in Q2 2025 was Fourthstone LLC, an estimated $3.52M added.
  • The largest MVB Financial seller in Q2 2025 was TimesSquare Capital Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2025.