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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$1.43M
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$1.35M +$102K +3,806 +8%
Squarepoint
28
Squarepoint
New York
$1.31M +$1.42M +52,821 New
Morgan Stanley
29
Morgan Stanley
New York
$1.23M -$393K -14,683 -23%
N
30
Nuveen
North Carolina
$1.14M +$111K +4,160 +10%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$992K +$102K +3,792 +10%
SCA
32
Sippican Capital Advisors
Massachusetts
$991K -$38.4K -1,435 -3%
EF
33
Empowered Funds
Pennsylvania
$940K +$1.01M +37,845 New
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$838K +$904K +33,740 New
AQR Capital Management
35
AQR Capital Management
Connecticut
$810K +$140K +5,229 +19%
Cerity Partners
36
Cerity Partners
New York
$805K -$1.77K -66 -0.2%
Charles Schwab
37
Charles Schwab
California
$725K -$86.6K -3,233 -10%
QCM
38
Quantinno Capital Management
New York
$709K +$19.3K +722 +3%
First Manhattan
39
First Manhattan
New York
$708K
Prudential Financial
40
Prudential Financial
New Jersey
$682K +$36.2K +1,350 +5%
EMFAT
41
Emerald Mutual Fund Advisers Trust
Pennsylvania
$678K
MCWS
42
McKinley Carter Wealth Services
West Virginia
$643K -$107K -4,002 -13%
TI
43
Trexquant Investment
Connecticut
$634K -$105K -3,934 -13%
HFS
44
Hoge Financial Services
Pennsylvania
$587K -$259K -9,659 -29%
DSC
45
Daytona Street Capital
Missouri
$499K
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$483K -$84.7K -3,160 -14%
Marshall Wace
47
Marshall Wace
United Kingdom
$460K -$890K -33,230 -64%
CAM
48
Cresset Asset Management
Illinois
$445K +$3.21K +120 +0.7%
FNT
49
First National Trust
Pennsylvania
$389K
Barclays
50
Barclays
United Kingdom
$365K -$400K -14,918 -50%

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.