MVBF icon

MVB Financial
MVBF

Overview Fund Activity

88 hedge funds and large institutions have $121M invested in MVB Financial in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
28
Reduced
27
Closed
9
Calls
$2K
Puts
$5K
Net Calls
-$3K
Net Calls Change
+$53K

Top Buyers

1
BlackRock
BlackRock
New York
+$2.51M
2
AFA
AA Financial Advisors
Ohio
+$1.3M
3
FL
Fourthstone LLC
Missouri
+$911K
4
JWCA
J.W. Cole Advisors
Florida
+$535K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$448K

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$2.57M
2
II
Inspire Investing
Idaho
-$979K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$947K
4
KCM
Kennedy Capital Management
Missouri
-$769K
5
MAM
Martingale Asset Management
Massachusetts
-$409K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
76
First Horizon Advisors
Tennessee
$5.2K – – –
CCM
77
Coldstream Capital Management
Washington
$5.13K +$5.13K +296 New
SCM
78
Sterling Capital Management
North Carolina
$3.43K -$2.94K -170 -46%
AAP
79
Arax Advisory Partners
Colorado
$3.4K +$3.4K +196 New
EWA
80
EverSource Wealth Advisors
Alabama
$1.49K +$17 +1 +1%
FFO
81
Fortitude Family Office
Arizona
$1.02K – – –
C
82
Covestor
United Kingdom
$1K -$444 -16 -31%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$710 -$1.28K -74 -64%
SAM
84
Smartleaf Asset Management
Massachusetts
$435 – – –
TWD
85
True Wealth Design
Ohio
$416 +$416 +24 New
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$139 -$417 -24 -75%
SS
87
SBI Securities
Japan
$35 +$35 +2 New
IA
88
IFP Advisors
Florida
$17 – – –
II
89
Inspire Investing
Idaho
– -$979K -47,302 Closed
KCM
90
Kennedy Capital Management
Missouri
– -$769K -37,154 Closed
MAM
91
Martingale Asset Management
Massachusetts
– -$409K -19,745 Closed
TI
92
Trexquant Investment
Connecticut
– -$311K -15,024 Closed
Assenagon Asset Management
93
Assenagon Asset Management
Luxembourg
– -$289K -13,951 Closed
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
– -$257K -12,400 Closed
SG Americas Securities
95
SG Americas Securities
New York
– -$111K -5,351 Closed
BCMLT
96
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$67.3K -3,252 Closed
VCM
97
Versant Capital Management
Arizona
– -$12.1K -585 Closed
1 2 3
4