MVB Financial Corp.

MVBF • NASDAQ

MVB Financial Corp. is a banks - regional company in the financial services sector on NASDAQ, led by Larry F. Mazza, with a market cap of $350.3M. As of Q3 2025, 55% of shares are held by 96 institutional investors, with WELLINGTON MANAGEMENT CO LLP as the largest holder at 14.0%.

Chief Executive OfficerLarry F. Mazza

Market Cap$350.3M

Banks - Regional

Financial Services

Employees445.0

Websitemvbbanking.com

Country

United States of America

Overview

Overview of institutional ownership in MVBF as of Q3 2025 with a market cap of $319.0M

All Institutions

Institutions: 96
Value Held: $175.5M
Shares Held: 7.0M
Avg Position: $1.8M
Median Position: $271.1K

Hedge Funds

Hedge Funds: 8
Value Held: $11.0M
Shares Held: 437.6K
Avg Position: $1.4M
Median Position: $554.9K

Ownership Breakdown

Institutional (non-HF)

51.56%

$164.5M

Hedge Funds

3.44%

$11.0M

Retail & Other

45.0%

$143.6M

Based on market cap of $319.0M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MVBF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$44.7M 0.01% of portfolio	14.00% 1.8M shares	Q4 2017 Held for 7y 11m	$571.21B
B BlackRock, Inc. Institution	-	$25.7M 0.00% of portfolio	8.07% 1.0M shares	Q2 2018 Held for 7y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$15.8M 0.00% of portfolio	4.97% 632.4K shares	Q1 2018 Held for 7y 8m	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$11.8M 0.00% of portfolio	3.69% 469.7K shares	Q2 2018 Held for 7y 5m	$466.32B
B Banco Santander, S.A. Institution	-	$9.1M 0.08% of portfolio	2.87% 365.1K shares	Q4 2024 Held for 11 months	$11.3B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$6.8M 0.00% of portfolio	2.14% 272.7K shares	Q2 2018 Held for 7y 5m	$1.57T
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$6.8M 1.22% of portfolio	2.14% 272.3K shares	Q4 2024 Held for 11 months	$557.6M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$6.0M 0.00% of portfolio	1.89% 240.1K shares	Q2 2018 Held for 7y 5m	$2.88T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$4.7M 0.00% of portfolio	1.48% 188.2K shares	Q3 2025 Held for 2 months	$433.11B
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	$4.7M 1.42% of portfolio	1.48% 188.0K shares	Q4 2017 Held for 7y 11m	$331.5M

Net Capital Flow

Institutional buying and selling activity for MVBF in Q3 2025

Traded: +$8.4M
Buyers: 45
Sellers: 30
Total Bought: +$27.7M
Total Sold: −$19.3M
Avg Position: $1.7M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$16.1M +643.6K shares	$44.7M 1.8M shares
AMERIPRISE FINANCIAL INC Institution	+$4.7M +188.2K shares	$4.7M 188.2K shares
Ategra Capital Management, LLC Hedge Fund•Sector	+$1.4M +54.9K shares	$1.4M 54.9K shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	+$816.7K +32.6K shares	$1.3M 51.2K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$553.9K +22.1K shares	$11.8M 469.7K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$533.0K +21.3K shares	$2.8M 110.9K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$326.5K +13.0K shares	$326.5K 13.0K shares
Fourthstone LLC Hedge Fund•Long/Short	+$323.9K +12.9K shares	$6.8M 272.3K shares
Empowered Funds, LLC ETF Provider	+$322.5K +12.9K shares	$707.5K 28.2K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$306.6K +12.2K shares	$624.2K 24.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
TimesSquare Capital Management, LLC Long Only Manager	−$13.4M −594.5K shares	Sold Off 0 shares
AA Financial Advisors, LLC RIA/Wealth	−$1.7M −75.0K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$733.3K −29.3K shares	$25.7M 1.0M shares
B BANC FUNDS CO LLC Institution	−$695.3K −27.7K shares	$878.2K 35.0K shares
PRUDENTIAL FINANCIAL INC Institution	−$496.2K −19.8K shares	$844.4K 33.7K shares
H HSBC HOLDINGS PLC Institution	−$438.1K −19.4K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$406.5K −18.0K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$277.4K −11.1K shares	$1.4M 55.8K shares
BANK OF AMERICA CORP /DE/ Institution	−$229.0K −9.1K shares	$461.7K 18.4K shares
J JANE STREET GROUP, LLC Institution	−$207.1K −8.3K shares	$472.3K 18.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MVBF in Q3 2025

New Positions: 8
New Value: $6.2M
Exited Positions: 7
Exited Value: $16.0M

New Positions

Institution	Position Value
AMERIPRISE FINANCIAL INC Institution	$4.7M 188.2K shares
Ategra Capital Management, LLC Hedge Fund•Sector	$1.4M 54.9K shares
Sontag Advisory, LLC RIA/Wealth	$80.0K 3.2K shares
A Advisory Services Network, LLC RIA/Wealth	$9.0K 361.0 shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$7.5K 300.0 shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$7.5K 300.0 shares
O Optiver Holding B.V. Institution	$5.4K 214.0 shares
S SIMPLEX TRADING, LLC Institution	$2.7K 108.0 shares

Exited Positions

Institution	Previous Position
TimesSquare Capital Management, LLC Long Only Manager	$13.4M 594.5K shares
AA Financial Advisors, LLC RIA/Wealth	$1.7M 75.0K shares
H HSBC HOLDINGS PLC Institution	$438.1K 19.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$406.5K 18.0K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$31.8K 1.4K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$22.5K 1.0K shares
C Covestor Ltd Institution	- 16.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MVBF as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MVBF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	1.42% $4.7M	1.48% 188.0K shares	Q4 2017 Held for 7y 11m	$331.5M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	1.22% $6.8M	2.14% 272.3K shares	Q4 2024 Held for 11 months	$557.6M
Ategra Capital Management, LLC Hedge Fund•Sector	Jacques [Nmn] Rebibo Chairman	0.98% $1.4M	0.43% 54.9K shares	Q3 2025 Held for 2 months	$140.8M
Sippican Capital Adivsors RIA/Wealth	Gordon Chester Barrett Managing Partner	0.72% $1.1M	0.34% 42.7K shares	Q1 2024 Held for 1y 8m	$148.1M
H HOGE FINANCIAL SERVICES, LLC Institution	-	0.48% $829.9K	0.26% 33.1K shares	Q4 2023 Held for 1y 11m	$174.4M
B BANC FUNDS CO LLC Institution	-	0.21% $878.2K	0.28% 35.0K shares	Q1 2017 Held for 8y 8m	$411.3M
B Banco Santander, S.A. Institution	-	0.08% $9.1M	2.87% 365.1K shares	Q4 2024 Held for 11 months	$11.3B
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.06% $2.8M	0.87% 110.9K shares	Q4 2020 Held for 4y 11m	$4.7B
McKinley Carter Wealth Services, Inc. RIA/Wealth	David Holman Mckinley CEO	0.04% $748.7K	0.23% 29.9K shares	Q4 2017 Held for 7y 11m	$1.9B
C Canton Hathaway, LLC RIA/Wealth	Nicholas Grave Trotman Managing Partner	0.04% $189.8K	0.06% 7.6K shares	Q3 2021 Held for 4y 2m	$498.1M

Hedge Fund Spotlight

Discover hedge funds investing in MVBF

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in MVB Financial Corp.

Market Value: $624.2K
Shares Held: 24.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q2

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