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MVB Financial
MVBF

93 hedge funds and large institutions have $152M invested in MVB Financial in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 35 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

26% more capital invested

Capital invested by funds: $121M → $152M (+$31.3M)

6% more funds holding

Funds holding: 88 → 93 (+5)

1.89% less ownership

Funds ownership: 53.76% → 51.87% (-1.9%)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

Holders
93
Holders Change
+5
Holders Change %
+5.68%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
27
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$3.52M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$605K
3
AQR Capital Management
AQR Capital Management
Connecticut
+$291K
4
Jane Street
Jane Street
New York
+$256K
5
QCM
Quantinno Capital Management
New York
+$234K

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$3.35M
2
BCM
Bridgeway Capital Management
Texas
-$1.37M
3
BlackRock
BlackRock
New York
-$1.34M
4
BFC
Banc Funds Company
Illinois
-$858K
5
Morgan Stanley
Morgan Stanley
New York
-$590K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$25.7M -$175K -9,459 -0.8%
BlackRock
2
BlackRock
New York
$23.8M -$1.34M -72,597 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.3M -$380K -20,534 -3%
TCM
4
TimesSquare Capital Management
New York
$13.4M -$3.35M -181,222 -23%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.1M +$605K +32,730 +8%
BS
6
Banco Santander
Spain
$8.23M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.25M +$39.9K +2,160 +0.8%
FL
8
Fourthstone LLC
Missouri
$5.84M +$3.52M +190,223 +275%
State Street
9
State Street
Massachusetts
$5.29M +$5.88K +318 +0.1%
ECA
10
Endeavour Capital Advisors
Connecticut
$4.24M – – –
American Century Companies
11
American Century Companies
Missouri
$2.45M -$50.6K -2,735 -2%
Northern Trust
12
Northern Trust
Illinois
$2.12M +$11.4K +614 +0.7%
BCM
13
Bridgeway Capital Management
Texas
$2.02M -$1.37M -74,078 -45%
PFA
14
Pure Financial Advisors
California
$1.91M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.78M -$6.92K -374 -0.5%
AFA
16
AA Financial Advisors
Ohio
$1.69M – – –
Morgan Stanley
17
Morgan Stanley
New York
$1.51M -$590K -31,914 -32%
BFC
18
Banc Funds Company
Illinois
$1.41M -$858K -46,400 -42%
AllianceBernstein
19
AllianceBernstein
Tennessee
$1.25M +$50.9K +2,750 +5%
Prudential Financial
20
Prudential Financial
New Jersey
$1.21M -$12.4K -670 -1%
Goldman Sachs
21
Goldman Sachs
New York
$1.01M -$326K -17,652 -28%
SCA
22
Sippican Capital Advisors
Massachusetts
$963K +$84.7K +4,580 +12%
N
23
Nuveen
North Carolina
$939K -$99.3K -5,369 -11%
Barclays
24
Barclays
United Kingdom
$872K +$83.8K +4,534 +13%
HFS
25
Hoge Financial Services
Pennsylvania
$799K +$4.47K +242 +0.7%
1
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MVBF Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q2 2025, worth a combined $152M — up 26% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 7 closed out — a net gain of 5 holders — while 27 added to existing stakes and 35 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $3.52M. The largest seller was TimesSquare Capital Management, cutting an estimated $3.35M.

  • 93 institutional investors held MVB Financial (MVBF) as of Q2 2025, up from 88 in Q1 2025.
  • Funds reported $152M of MVB Financial stock for Q2 2025, up 26% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q2 2025 and 7 closed out, a net change of +5 holders.
  • The largest MVB Financial buyer in Q2 2025 was Fourthstone LLC, an estimated $3.52M added.
  • The largest MVB Financial seller in Q2 2025 was TimesSquare Capital Management, an estimated $3.35M sold.

Based on aggregated 13F filings for Q2 2025.