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MVB Financial

97 hedge funds and large institutions have $175M invested in MVB Financial in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 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

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

16% more capital invested

Capital invested by funds: $152M → $175M (+$23.6M)

4% more funds holding

Funds holding: 9397 (+4)

3.13% more ownership

Funds ownership: 51.87%55% (+3.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
97
Holders Change
+4
Holders Change %
+4.3%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
34
Reduced
24
Closed
7
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$44.7M +$15.3M +643,551 +57%
BlackRock
2
BlackRock
New York
$25.7M -$695K -29,260 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.8M -$39.6K -1,669 -0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.8M +$525K +22,103 +5%
BS
5
Banco Santander
Spain
$9.15M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.84M -$112K -4,711 -2%
FL
7
Fourthstone LLC
Missouri
$6.82M +$307K +12,926 +5%
State Street
8
State Street
Massachusetts
$6.02M +$129K +5,425 +2%
Ameriprise
9
Ameriprise
Minnesota
$4.72M +$4.47M +188,179 New
ECA
10
Endeavour Capital Advisors
Connecticut
$4.71M
American Century Companies
11
American Century Companies
Missouri
$2.93M +$196K +8,258 +8%
BCM
12
Bridgeway Capital Management
Texas
$2.78M +$505K +21,268 +24%
Northern Trust
13
Northern Trust
Illinois
$2.35M -$4.28K -180 -0.2%
PFA
14
Pure Financial Advisors
California
$2.13M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.03M +$46K +1,935 +2%
Morgan Stanley
16
Morgan Stanley
New York
$1.4M -$263K -11,071 -17%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.39M
ACM
18
Ategra Capital Management
Virginia
$1.37M +$1.3M +54,855 New
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.28M +$774K +32,590 +175%
SCA
20
Sippican Capital Advisors
Massachusetts
$1.07M -$1.19K -50 -0.1%
N
21
Nuveen
North Carolina
$1.04M
Goldman Sachs
22
Goldman Sachs
New York
$1.04M -$80.2K -3,377 -8%
Barclays
23
Barclays
United Kingdom
$883K -$81.7K -3,441 -9%
BFC
24
Banc Funds Company
Illinois
$878K -$659K -27,745 -44%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$878K +$178K +7,500 +27%

MVBF Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in MVB Financial (MVBF) for Q3 2025, worth a combined $175M — up 16% from $152M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MVBF positions and 7 closed out — a net gain of 5 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.3M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $13.4M sold.

  • 97 institutional investors held MVB Financial (MVBF) as of Q3 2025, up from 93 in Q2 2025.
  • Funds reported $175M of MVB Financial stock for Q3 2025, up 16% quarter-over-quarter.
  • 12 funds opened new MVB Financial positions in Q3 2025 and 7 closed out, a net change of +5 holders.
  • The largest MVB Financial buyer in Q3 2025 was Wellington Management Group, an estimated $15.3M added.
  • The largest MVB Financial seller in Q3 2025 was TimesSquare Capital Management, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2025.