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MVB Financial
MVBF

93 hedge funds and large institutions have $152M invested in MVB Financial in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 35 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

26% more capital invested

Capital invested by funds: $121M → $152M (+$31.3M)

6% more funds holding

Funds holding: 88 → 93 (+5)

1.89% less ownership

Funds ownership: 53.76% → 51.87% (-1.9%)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.52M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$605K
3
AQR Capital Management
AQR Capital Management
Connecticut
+$291K
4
Jane Street
Jane Street
New York
+$256K
5
QCM
Quantinno Capital Management
New York
+$234K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$3.35M
2
BCM
Bridgeway Capital Management
Texas
-$1.37M
3
BlackRock
BlackRock
New York
-$1.34M
4
BFC
Banc Funds Company
Illinois
-$858K
5
Morgan Stanley
Morgan Stanley
New York
-$590K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$9.94K +$8.01K +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 +$2.46K +133 +68%
SCM
80
Sterling Capital Management
North Carolina
$7.3K +$2.33K +126 +64%
FHA
81
First Horizon Advisors
Tennessee
$6.76K – – –
Jones Financial Companies
82
Jones Financial Companies
Missouri
$3.35K +$2.77K +150 New
PA
83
Parallel Advisors
California
$3.13K +$2.57K +139 New
IA
84
IFP Advisors
Florida
$1.13K +$499 +27 +2,700%
FFO
85
Fortitude Family Office
Arizona
$1.1K -$185 -10 -17%
EWA
86
EverSource Wealth Advisors
Alabama
$1.01K -$758 -41 -48%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$924 – – –
EP
88
Essential Partners
California
$541 +$444 +24 New
CA
89
Clearstead Advisors
Ohio
$519 +$425 +23 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$293 -$8.32K -450 -97%
TWD
91
True Wealth Design
Ohio
$91 -$370 -20 -83%
SS
92
SBI Securities
Japan
$23 -$18 -1 -50%
Two Sigma Investments
93
Two Sigma Investments
New York
– -$209K -12,047 Closed
Two Sigma Advisers
94
Two Sigma Advisers
New York
– -$175K -10,080 Closed
CF
95
Corebridge Financial
Texas
– -$97.4K -5,621 Closed
PMAM
96
Picton Mahoney Asset Management
Ontario, Canada
– -$24K -1,375 Closed
California State Teachers Retirement System (CalSTRS)
97
California State Teachers Retirement System (CalSTRS)
California
– -$14.4K -831 Closed
CCM
98
Coldstream Capital Management
Washington
– -$5.13K -296 Closed
SAM
99
Smartleaf Asset Management
Massachusetts
– -$435 -25 Closed
C
100
Covestor
United Kingdom
– -$370 -20 -56%
1 2 3
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MVBF Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2025, worth a combined $152M — up 26% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 35 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.52M. The largest seller was TimesSquare Capital Management, cutting an estimated $3.35M.

  • 93 institutional investors held MVB Financial (MVBF) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $152M of MVB Financial stock for Q2 2025, up 26% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest MVB Financial buyer in Q2 2025 was Fourthstone LLC, an estimated $3.52M added.
  • The largest MVB Financial seller in Q2 2025 was TimesSquare Capital Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2025.