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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 10 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
28
Reduced
27
Closed
9
Calls
$2K
Puts
$5K
Net Calls
-$3K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$19.9M -$231K -13,356 -1%
BlackRock
2
BlackRock
New York
$19.6M +$2.51M +145,111 +15%
TCM
3
TimesSquare Capital Management
New York
$13.4M -$2.57M -148,283 -16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.3M -$49.6K -2,861 -0.4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.19M +$448K +25,891 +7%
BS
6
Banco Santander
Spain
$6.32M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.77M +$187K +10,770 +4%
State Street
8
State Street
Massachusetts
$4.06M -$50.6K -2,921 -1%
ECA
9
Endeavour Capital Advisors
Connecticut
$3.26M
BCM
10
Bridgeway Capital Management
Texas
$2.84M +$235K +13,565 +9%
American Century Companies
11
American Century Companies
Missouri
$1.93M +$232K +13,418 +14%
BFC
12
Banc Funds Company
Illinois
$1.89M
Morgan Stanley
13
Morgan Stanley
New York
$1.71M +$36.3K +2,098 +2%
Northern Trust
14
Northern Trust
Illinois
$1.62M -$102K -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 -$45.4K -2,621 -3%
AFA
17
AA Financial Advisors
Ohio
$1.3M +$1.3M +75,000 New
FL
18
Fourthstone LLC
Missouri
$1.2M +$911K +52,580 +318%
Goldman Sachs
19
Goldman Sachs
New York
$1.08M +$55.6K +3,213 +5%
Prudential Financial
20
Prudential Financial
New Jersey
$938K -$2.6K -150 -0.3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$911K
NL
22
Nuveen LLC
North Carolina
$815K +$815K +47,050 New
SCA
23
Sippican Capital Advisors
Massachusetts
$661K +$128K +7,390 +24%
HFS
24
Hoge Financial Services
Pennsylvania
$610K +$4.92K +284 +0.8%
Barclays
25
Barclays
United Kingdom
$591K +$79.3K +4,586 +16%