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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
BBHC
251
Brown Brothers Harriman & Co
New York
$196K
Neuberger Berman Group
252
Neuberger Berman Group
New York
$194K
FFM
253
Forum Financial Management
Illinois
$193K
CIM
254
CIM Investment Management
Pennsylvania
$189K
Osaic Holdings
255
Osaic Holdings
Arizona
$185K
GIM
256
Glenmede Investment Management
Pennsylvania
$185K
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$181K
CIA
258
Concurrent Investment Advisors
Florida
$179K
CFB
259
Cullen/Frost Bankers
Texas
$179K
PA
260
Pinnacle Associates
New York
$178K
ACIM
261
Azimuth Capital Investment Management
Michigan
$174K
SF
262
Summit Financial
New Jersey
$170K
SRC
263
Shufro Rose & Co
New York
$169K
TI
264
Tidal Investments
Wisconsin
$158K
VI
265
Versor Investments
New York
$157K
OIA
266
OneDigital Investment Advisors
Kansas
$155K
SCM
267
Shelton Capital Management
Colorado
$151K
PHK
268
Point72 Hong Kong
Hong Kong
$147K
PCM
269
Prelude Capital Management
New York
$147K
CL
270
Choreo LLC
Illinois
$146K
WA
271
Waverly Advisors
Alabama
$143K
OR
272
Olympiad Research
Connecticut
$143K
WAOTB
273
Wealth Advisors of Tampa Bay
Florida
$143K
WIM
274
WealthPlan Investment Management
Nebraska
$142K
TCA
275
Transcend Capital Advisors
New Jersey
$141K