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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
Citigroup
76
Citigroup
New York
$45.8K +$12.6K +471 +34%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.2K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$40K +$43.2K +1,612 New
AIP
79
Ameritas Investment Partners
Nebraska
$27.8K
Russell Investments Group
80
Russell Investments Group
United Kingdom
$26.3K -$2.09K -78 -7%
Legal & General Group
81
Legal & General Group
United Kingdom
$25.9K
GI
82
GAMMA Investing
California
$21.1K -$348 -13 -2%
SOADOR
83
State of Alaska Department of Revenue
Alaska
$18K
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$15K -$2.2K -82 -12%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$13.7K
AF
86
Allworth Financial
California
$9.74K +$9.08K +339 +640%
CHC
87
City Holding Co
West Virginia
$9.43K
SCM
88
Sterling Capital Management
North Carolina
$9.19K -$7.37K -275 -43%
ASN
89
Advisory Services Network
Georgia
$8.96K +$9.67K +361 New
AAP
90
Arax Advisory Partners
Colorado
$8.34K +$188 +7 +2%
EWA
91
EverSource Wealth Advisors
Alabama
$8.14K +$3.43K +128 +64%
FHC
92
First Horizon Corporation
Tennessee
$7.45K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$6.36K +$6.3K +235 +1,119%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$4.39K
Jones Financial Companies
95
Jones Financial Companies
Missouri
$3.71K
Simplex Trading
96
Simplex Trading
Illinois
$3.63K +$3.03K +113 +342%
PA
97
Parallel Advisors
California
$3.45K
Optiver Holding
98
Optiver Holding
Netherlands
$3.08K +$643 +24 +24%
BBHC
99
Brown Brothers Harriman & Co
New York
$2.78K
UBS AM
100
UBS AM
Illinois
$2.73K +$2.95K +110 New

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.