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MVB Financial
MVBF

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: 97 → 104 (+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

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$3.2M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$1.71M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.66M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.49M
5
ACM
Ategra Capital Management
Virginia
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
BS
Banco Santander
Spain
-$9.15M
2
FL
Fourthstone LLC
Missouri
-$6.82M
3
BlackRock
BlackRock
New York
-$1.96M
4
EF
Empowered Funds
Pennsylvania
-$708K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
101
MAI Capital Management
Ohio
$259 +$265 +10 New
SS
102
SBI Securities
Japan
$26 – – –
RIL
103
Rothschild Investment LLC
Illinois
$26 +$27 +1 New
SS
104
Sunbelt Securities
Texas
$26 +$27 +1 New
BS
105
Banco Santander
Spain
– -$9.15M -365,107 Closed
FL
106
Fourthstone LLC
Missouri
– -$6.82M -272,282 Closed
EF
107
Empowered Funds
Pennsylvania
– -$708K -28,234 Closed
Jacobs Levy Equity Management
108
Jacobs Levy Equity Management
New Jersey
– -$202K -8,076 Closed
HNB
109
Huntington National Bank
Ohio
– -$138K -5,490 Closed
WANY
110
Wealthspire Advisors (New York)
New York
– -$80K -3,191 Closed
Canada Life
111
Canada Life
Manitoba, Canada
– -$23K -910 Closed
ASN
112
Advisory Services Network
Georgia
– -$9.05K -361 Closed
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
– -$7.52K -300 Closed
FFO
114
Fortitude Family Office
Arizona
– -$1.23K -49 Closed
CA
115
Clearstead Advisors
Ohio
– -$577 -23 Closed
1 2 3 4
5

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.