VLY icon

Valley National Bancorp

390 hedge funds and large institutions have $3.49B invested in Valley National Bancorp in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 116 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%69.75% (-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
390
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
WIA
226
World Investment Advisors
California
$249K
SPIA
227
Steward Partners Investment Advisory
New York
$246K
CGH
228
Crossmark Global Holdings
Texas
$245K
MFG
229
Merit Financial Group
Georgia
$242K
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$239K
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$238K
Mitsubishi UFJ Trust & Banking
232
Mitsubishi UFJ Trust & Banking
Japan
$236K
SFA
233
Sequoia Financial Advisors
Ohio
$235K
CLA
234
Carnegie Lake Advisors
New Jersey
$231K
GS
235
GTS Securities
New York
$229K
FPAS
236
Focus Partners Advisor Solutions
Missouri
$224K
CM
237
Caption Management
Oklahoma
$221K
DFCM
238
Dark Forest Capital Management
Puerto Rico
$220K
SG Americas Securities
239
SG Americas Securities
New York
$219K
EH
240
Equitable Holdings
New York
$218K
PAS
241
Park Avenue Securities
New York
$217K
PCIA
242
Prime Capital Investment Advisors
Kansas
$209K
BFO
243
Biltmore Family Office
North Carolina
$208K
PAG
244
Private Advisor Group
New Jersey
$205K
PCMC
245
Paragon Capital Management (Colorado)
Colorado
$204K
SWA
246
Sax Wealth Advisors
New Jersey
$201K
KAS
247
Kestra Advisory Services
Texas
$200K
SFC
248
SYM Financial Corp
Indiana
$198K
SAM
249
Shell Asset Management
Netherlands
$197K
VT
250
Vise Technologies
New York
$196K