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MVB Financial
MVBF

Overview Fund Activity

92 hedge funds and large institutions have $152M invested in MVB Financial in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$4.29M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$737K
3
AQR Capital Management
AQR Capital Management
Connecticut
+$355K
4
Jane Street
Jane Street
New York
+$312K
5
QCM
Quantinno Capital Management
New York
+$286K

Top Sellers

1
TCM
TimesSquare Capital Management
New York
-$4.08M
2
BCM
Bridgeway Capital Management
Texas
-$1.67M
3
BlackRock
BlackRock
New York
-$1.64M
4
BFC
Banc Funds Company
Illinois
-$1.05M
5
Morgan Stanley
Morgan Stanley
New York
-$719K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$9.94K +$9.76K +433 +5,413%
CHC
77
City Holding Co
West Virginia
$8.56K – – –
AB
78
Amalgamated Bank
New York
$8K – – –
AAP
79
Arax Advisory Partners
Colorado
$7.41K +$3K +133 +68%
SCM
80
Sterling Capital Management
North Carolina
$7.3K +$2.84K +126 +64%
FHA
81
First Horizon Advisors
Tennessee
$6.76K – – –
Jones Financial Companies
82
Jones Financial Companies
Missouri
$3.35K +$3.35K +150 New
PA
83
Parallel Advisors
California
$3.13K +$3.13K +139 New
IA
84
IFP Advisors
Florida
$1.13K +$1.09K +27 +2,700%
FFO
85
Fortitude Family Office
Arizona
$1.1K -$225 -10 -17%
EWA
86
EverSource Wealth Advisors
Alabama
$1.01K -$923 -41 -48%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$924 – – –
CA
88
Clearstead Advisors
Ohio
$519 +$519 +23 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$293 -$10.1K -450 -97%
TWD
90
True Wealth Design
Ohio
$91 -$455 -20 -83%
SS
91
SBI Securities
Japan
$23 -$23 -1 -50%
Two Sigma Investments
92
Two Sigma Investments
New York
– -$209K -12,047 Closed
Two Sigma Advisers
93
Two Sigma Advisers
New York
– -$175K -10,080 Closed
CF
94
Corebridge Financial
Texas
– -$97.4K -5,621 Closed
PMAM
95
Picton Mahoney Asset Management
Ontario, Canada
– -$24K -1,375 Closed
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
– -$14.4K -831 Closed
CCM
97
Coldstream Capital Management
Washington
– -$5.13K -296 Closed
SAM
98
Smartleaf Asset Management
Massachusetts
– -$435 -25 Closed
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