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MVB Financial

88 hedge funds and large institutions have $121M invested in MVB Financial in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

0.38% more ownership

Funds ownership: 53.38%53.76% (+0.38%)

0% more funds holding

Funds holding: 8888 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

16% less capital invested

Capital invested by funds: $143M → $121M (-$22.4M)

60% less call options, than puts

Call options by funds: $2K | Put options by funds: $5K

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
27
Closed
9
Calls
$2K
Puts
$5K
Net Calls
-$3K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.9M -$251K -13,356 -1%
BlackRock
2
BlackRock
New York
$19.6M +$2.73M +145,111 +15%
TCM
3
TimesSquare Capital Management
New York
$13.4M -$2.79M -148,283 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.3M -$53.8K -2,861 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.19M +$487K +25,891 +7%
BS
6
Banco Santander
Spain
$6.32M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.77M +$203K +10,770 +4%
State Street
8
State Street
Massachusetts
$4.06M -$55K -2,921 -1%
ECA
9
Endeavour Capital Advisors
Connecticut
$3.26M
BCM
10
Bridgeway Capital Management
Texas
$2.84M +$255K +13,565 +9%
American Century Companies
11
American Century Companies
Missouri
$1.93M +$252K +13,418 +14%
BFC
12
Banc Funds Company
Illinois
$1.89M
Morgan Stanley
13
Morgan Stanley
New York
$1.71M +$39.5K +2,098 +2%
Northern Trust
14
Northern Trust
Illinois
$1.62M -$111K -5,873 -6%
PFA
15
Pure Financial Advisors
California
$1.47M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.37M -$49.3K -2,621 -3%
AFA
17
AA Financial Advisors
Ohio
$1.3M +$1.41M +75,000 New
FL
18
Fourthstone LLC
Missouri
$1.2M +$989K +52,580 +318%
Goldman Sachs
19
Goldman Sachs
New York
$1.08M +$60.5K +3,213 +5%
Prudential Financial
20
Prudential Financial
New Jersey
$938K -$2.82K -150 -0.3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$911K
N
22
Nuveen
North Carolina
$815K
SCA
23
Sippican Capital Advisors
Massachusetts
$661K +$139K +7,390 +24%
HFS
24
Hoge Financial Services
Pennsylvania
$610K +$5.34K +284 +0.8%
Barclays
25
Barclays
United Kingdom
$592K +$86.3K +4,586 +16%

MVBF Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q1 2025, worth a combined $121M — down 16% from $143M a quarter earlier.

Fund positioning in MVBF was balanced in Q1 2025: 9 funds opened new positions, 9 closed out, 28 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $2.73M. The largest seller was TimesSquare Capital Management, cutting an estimated $2.79M.

  • 88 institutional investors held MVB Financial (MVBF) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $121M of MVB Financial stock for Q1 2025, down 16% quarter-over-quarter.
  • 9 funds opened new MVB Financial positions in Q1 2025 and 9 closed out, a net change of 0 holders.
  • The largest MVB Financial buyer in Q1 2025 was BlackRock, an estimated $2.73M added.
  • The largest MVB Financial seller in Q1 2025 was TimesSquare Capital Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q1 2025.