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MVB Financial
MVBF

97 hedge funds and large institutions have $175M invested in MVB Financial in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 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

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

16% more capital invested

Capital invested by funds: $152M → $175M (+$23.6M)

4% more funds holding

Funds holding: 93 → 97 (+4)

3.13% more ownership

Funds ownership: 51.87% → 55% (+3.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
24
Closed
7
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.3M
2
Ameriprise
Ameriprise
Minnesota
+$4.47M
3
ACM
Ategra Capital Management
Virginia
+$1.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$774K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$525K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$13.4M
2
AFA
AA Financial Advisors
Ohio
-$1.69M
3
BlackRock
BlackRock
New York
-$695K
4
BFC
Banc Funds Company
Illinois
-$659K
5
Prudential Financial
Prudential Financial
New Jersey
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$848K – – –
Prudential Financial
27
Prudential Financial
New Jersey
$844K -$470K -19,800 -37%
HFS
28
Hoge Financial Services
Pennsylvania
$830K -$55.6K -2,339 -7%
Cerity Partners
29
Cerity Partners
New York
$814K +$17.1K +722 +2%
JWCA
30
J.W. Cole Advisors
Florida
$753K -$20.7K -870 -3%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$749K +$24 +1 +0%
First Manhattan
32
First Manhattan
New York
$714K – – –
EF
33
Empowered Funds
Pennsylvania
$708K +$306K +12,868 +84%
AQR Capital Management
34
AQR Capital Management
Connecticut
$663K +$254K +10,698 +68%
QCM
35
Quantinno Capital Management
New York
$624K +$291K +12,234 +97%
TI
36
Trexquant Investment
Connecticut
$486K +$163K +6,868 +55%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$476K +$176K +7,427 +64%
Jane Street
38
Jane Street
New York
$472K -$196K -8,264 -30%
Citadel Advisors
39
Citadel Advisors
Florida
$467K +$90.7K +3,819 +26%
Bank of America
40
Bank of America
North Carolina
$462K -$217K -9,138 -33%
CAM
41
Cresset Asset Management
Illinois
$443K +$2.94K +124 +0.7%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$438K -$7.08K -298 -2%
FNT
43
First National Trust
Pennsylvania
$393K -$9.93K -418 -3%
Two Sigma Investments
44
Two Sigma Investments
New York
$327K +$310K +13,030 New
Invesco
45
Invesco
Georgia
$320K -$21.4K -903 -7%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$301K +$71.3K +3,000 +33%
JP Morgan Chase
47
JP Morgan Chase
New York
$288K +$140K +5,881 +105%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$271K – – –
Wells Fargo
49
Wells Fargo
California
$271K +$34.3K +1,442 +15%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$256K – – –
1
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3 4 5

MVBF Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2025, worth a combined $175M — up 16% from $152M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.3M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $13.4M sold.

  • 97 institutional investors held MVB Financial (MVBF) as of Q3 2025, up from 93 in Q2 2025.
  • Funds reported $175M of MVB Financial stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q3 2025 and 7 closed out, a net change of +5 holders.
  • The largest MVB Financial buyer in Q3 2025 was Wellington Management Group, an estimated $15.3M added.
  • The largest MVB Financial seller in Q3 2025 was TimesSquare Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2025.