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MVB Financial

104 hedge funds and large institutions have $179M invested in MVB Financial in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

7% more funds holding

Funds holding: 97104 (+7)

2% more capital invested

Capital invested by funds: $175M → $179M (+$3.13M)

0.05% less ownership

Funds ownership: 55%54.95% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $261K

Holders
104
Holders Change
+7
Holders Change %
+7.22%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
29
Reduced
30
Closed
11
Calls
Puts
$261K
Net Calls
-$261K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
GAMMA Investing
California
$22.2K +$1.14K +43 +5%
SOADOR
77
State of Alaska Department of Revenue
Alaska
$19K +$19.9K +751 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$17.7K -$796 -30 -4%
SCM
79
Sterling Capital Management
North Carolina
$16.7K -$3.98K -150 -19%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$14.2K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$13K -$102K -3,856 -88%
TRCT
82
Tower Research Capital (TRC)
New York
$12.6K -$1.09K -41 -8%
CHC
83
City Holding Co
West Virginia
$9.81K -$88K -3,316 -90%
QA
84
Quattro Advisors
Pennsylvania
$9.53K +$9.79K +369 New
AB
85
Amalgamated Bank
New York
$9K -$106 -4 -1%
AAP
86
Arax Advisory Partners
Colorado
$8.5K -$45.8K -1,727 -84%
FHC
87
First Horizon Corporation
Tennessee
$7.75K
EWA
88
EverSource Wealth Advisors
Alabama
$5.17K +$3.66K +138 +223%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$4.57K -$7.01K -264 -60%
EP
90
Essential Partners
California
$4.55K +$80 +3 +2%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$3.88K
PA
92
Parallel Advisors
California
$3.59K
BBHC
93
Brown Brothers Harriman & Co
New York
$2.89K +$2.97K +112 New
Optiver Holding
94
Optiver Holding
Netherlands
$2.58K -$3.03K -114 -53%
S
95
SignatureFD
Georgia
$1.81K +$1.86K +70 New
AF
96
Allworth Financial
California
$1.37K
IA
97
IFP Advisors
Florida
$1.08K
Simplex Trading
98
Simplex Trading
Illinois
$852 -$1.99K -75 -69%
TWD
99
True Wealth Design
Ohio
$595 +$27 +1 +5%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$542

MVBF Hedge Fund Activity: Q4 2025 in Review

104 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q4 2025, worth a combined $179M — up 1.8% from $175M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MVBF positions and 11 closed out — a net gain of 7 holders — while 29 added to existing stakes and 30 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.2M. The largest seller was Banco Santander, exiting entirely with an estimated $9.15M sold.

  • 104 institutional investors held MVB Financial (MVBF) as of Q4 2025, up from 97 in Q3 2025.
  • Funds reported $179M of MVB Financial stock for Q4 2025, up 1.8% quarter-over-quarter.
  • 18 funds opened new MVB Financial positions in Q4 2025 and 11 closed out, a net change of +7 holders.
  • The largest MVB Financial buyer in Q4 2025 was Kennedy Capital Management, an estimated $3.2M added.
  • The largest MVB Financial seller in Q4 2025 was Banco Santander, an estimated $9.15M sold.

Based on aggregated 13F filings for Q4 2025.