VLY icon

Valley National Bancorp

391 hedge funds and large institutions have $3.49B invested in Valley National Bancorp in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 153 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

1.24% less ownership

Funds ownership: 71%69.76% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

34% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $4.29M

Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.85M
Puts
$4.29M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
226
Smallwood Wealth Investment Management
New Jersey
$249K
WIA
227
World Investment Advisors
California
$249K
SPIA
228
Steward Partners Investment Advisory
New York
$246K
CGH
229
Crossmark Global Holdings
Texas
$245K
MFG
230
Merit Financial Group
Georgia
$242K
CIBC Private Wealth Group
231
CIBC Private Wealth Group
Georgia
$239K
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$238K
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
$236K
SFA
234
Sequoia Financial Advisors
Ohio
$235K
CLA
235
Carnegie Lake Advisors
New Jersey
$231K
GS
236
GTS Securities
New York
$229K
FPAS
237
Focus Partners Advisor Solutions
Missouri
$224K
CM
238
Caption Management
Oklahoma
$221K
DFCM
239
Dark Forest Capital Management
Puerto Rico
$220K
SG Americas Securities
240
SG Americas Securities
New York
$219K
EH
241
Equitable Holdings
New York
$218K
PAS
242
Park Avenue Securities
New York
$217K
PCIA
243
Prime Capital Investment Advisors
Kansas
$209K
BFO
244
Biltmore Family Office
North Carolina
$208K
PAG
245
Private Advisor Group
New Jersey
$205K
PCMC
246
Paragon Capital Management (Colorado)
Colorado
$204K
SWA
247
Sax Wealth Advisors
New Jersey
$201K
KAS
248
Kestra Advisory Services
Texas
$200K
SFC
249
SYM Financial Corp
Indiana
$198K
SAM
250
Shell Asset Management
Netherlands
$197K