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MVB Financial
MVBF

97 hedge funds and large institutions have $175M invested in MVB Financial in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 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

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

16% more capital invested

Capital invested by funds: $152M → $175M (+$23.6M)

4% more funds holding

Funds holding: 93 → 97 (+4)

3.13% more ownership

Funds ownership: 51.87% → 55% (+3.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
24
Closed
7
Calls
–
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.3M
2
Ameriprise
Ameriprise
Minnesota
+$4.47M
3
ACM
Ategra Capital Management
Virginia
+$1.3M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$774K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$525K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$13.4M
2
AFA
AA Financial Advisors
Ohio
-$1.69M
3
BlackRock
BlackRock
New York
-$695K
4
BFC
Banc Funds Company
Illinois
-$659K
5
Prudential Financial
Prudential Financial
New Jersey
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
76
Sterling Capital Management
North Carolina
$19.9K +$11.2K +471 +145%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$18K +$17K +717 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$13.8K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$13.2K -$31.9K -1,342 -72%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$11.1K – – –
ASN
81
Advisory Services Network
Georgia
$9.05K +$8.57K +361 New
AB
82
Amalgamated Bank
New York
$9K – – –
FHC
83
First Horizon Corporation
Tennessee
$7.52K +$7.13K +300 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$7.52K +$7.13K +300 New
Optiver Holding
85
Optiver Holding
Netherlands
$5.36K +$5.08K +214 New
EP
86
Essential Partners
California
$4.33K +$3.54K +149 +621%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$3.74K – – –
PA
88
Parallel Advisors
California
$3.48K – – –
Simplex Trading
89
Simplex Trading
Illinois
$2K +$2.56K +108 New
EWA
90
EverSource Wealth Advisors
Alabama
$1.55K +$404 +17 +38%
AF
91
Allworth Financial
California
$1.33K -$12.9K -543 -91%
FFO
92
Fortitude Family Office
Arizona
$1.23K – – –
IA
93
IFP Advisors
Florida
$1.05K +$333 +14 +50%
CA
94
Clearstead Advisors
Ohio
$577 – – –
TWD
95
True Wealth Design
Ohio
$552 +$428 +18 +450%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$526 +$190 +8 +62%
SS
97
SBI Securities
Japan
$25 – – –
TCM
98
TimesSquare Capital Management
New York
– -$13.4M -594,548 Closed
AFA
99
AA Financial Advisors
Ohio
– -$1.69M -75,000 Closed
HSBC Holdings
100
HSBC Holdings
United Kingdom
– -$438K -19,358 Closed
1 2 3
4
5

MVBF Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2025, worth a combined $175M — up 16% from $152M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.3M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $13.4M sold.

  • 97 institutional investors held MVB Financial (MVBF) as of Q3 2025, up from 93 in Q2 2025.
  • Funds reported $175M of MVB Financial stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q3 2025 and 7 closed out, a net change of +5 holders.
  • The largest MVB Financial buyer in Q3 2025 was Wellington Management Group, an estimated $15.3M added.
  • The largest MVB Financial seller in Q3 2025 was TimesSquare Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2025.