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Valley National Bancorp

376 hedge funds and large institutions have $3.54B invested in Valley National Bancorp in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 100 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+3
Holders Change %
+0.8%
% of All Funds
5.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
54
Increased
162
Reduced
100
Closed
44
Calls
$5.1M
Puts
$6.69M
Net Calls
-$1.59M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$170K +$5.71K +717 +3%
FFM
252
Forum Financial Management
Illinois
$170K +$12.3K +1,381 +8%
SRC
253
Shufro Rose & Co
New York
$169K
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$167K +$167K +18,793 New
KBC Group
255
KBC Group
Belgium
$165K +$4.38K +492 +3%
SF
256
Summit Financial
New Jersey
$165K +$98 +11 +0.1%
KAS
257
Kestra Advisory Services
Texas
$164K +$1.21K +136 +0.7%
TI
258
Tidal Investments
Wisconsin
$152K -$45.3K -5,097 -23%
OIA
259
OneDigital Investment Advisors
Kansas
$152K +$37.9K +4,261 +33%
SCM
260
Shelton Capital Management
Colorado
$150K
WAOTB
261
Wealth Advisors of Tampa Bay
Florida
$142K
WIM
262
WealthPlan Investment Management
Nebraska
$141K
TPI
263
Trust Point Inc
Wisconsin
$139K -$30.4K -3,418 -18%
PA
264
PSI Advisors
Florida
$136K
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$135K +$3.36K +378 +3%
BCG
266
Breakwater Capital Group
New Jersey
$135K +$135K +15,137 New
RA
267
Rodgers & Associates
Pennsylvania
$133K -$44.5K -5,000 -25%
TCA
268
Transcend Capital Advisors
New Jersey
$133K +$489 +55 +0.4%
MWM
269
Modera Wealth Management
New Jersey
$129K -$26.4K -2,969 -17%
P
270
&Partners
Tennessee
$123K +$6.19K +702 +5%
EI
271
Ethic Inc
New York
$122K -$5.05K -568 -4%
WA
272
Waverly Advisors
Alabama
$122K +$5.84K +657 +5%
WAL
273
W Advisors LLC
Tennessee
$119K
FTWA
274
Fifth Third Wealth Advisors
Ohio
$118K +$462 +52 +0.4%
CW
275
CreativeOne Wealth
Kansas
$118K +$17.2K +1,933 +17%