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Valley National Bancorp

454 hedge funds and large institutions have $4.87B invested in Valley National Bancorp in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 155 increasing their positions, 144 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $47.9M | Put options by funds: $16.7M

133% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 39

13% more capital invested

Capital invested by funds: $4.31B → $4.87B (+$566M)

12% more funds holding

Funds holding: 407454 (+47)

2.22% more ownership

Funds ownership: 72.53%74.75% (+2.2%)

8% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 144

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
454
Holders Change
+47
Holders Change %
+11.55%
% of All Funds
5.52%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
91
Increased
155
Reduced
144
Closed
39
Calls
$47.9M
Puts
$16.7M
Net Calls
+$31.3M
Net Calls Change
-$47.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VT
301
Vise Technologies
New York
$201K -$11.5K -1,033 -6%
KFP
302
KMG Fiduciary Partners
Ohio
$200K
PVI
303
Pine Valley Investments
New Jersey
$200K +$255 +23 +0.1%
SCM
304
Shelton Capital Management
Colorado
$198K
CIA
305
Concurrent Investment Advisors
Florida
$196K -$37.4K -3,372 -17%
RWM
306
Ritholtz Wealth Management
New York
$194K +$9.85K +888 +6%
PA
307
PharVision Advisers
Florida
$191K +$182K +16,368 New
JSC
308
Jackson Square Capital
California
$189K -$408K -36,789 -69%
WAOTB
309
Wealth Advisors of Tampa Bay
Florida
$187K
WIM
310
WealthPlan Investment Management
Nebraska
$185K
KBC Group
311
KBC Group
Belgium
$179K
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$178K
BCG
313
Breakwater Capital Group
New Jersey
$177K
BMCM
314
Bryn Mawr Capital Management
Pennsylvania
$176K +$2.15K +194 +1%
RA
315
Rodgers & Associates
Pennsylvania
$175K
CSP
316
Cary Street Partners
Virginia
$173K +$165K +14,843 New
MWM
317
Modera Wealth Management
New Jersey
$170K +$677 +61 +0.4%
CFG
318
Citizens Financial Group
Rhode Island
$169K +$159K +14,325 New
GCP
319
GSA Capital Partners
United Kingdom
$168K +$160K +14,387 New
PWPS
320
Pinnacle Wealth Planning Services
Ohio
$166K +$158K +14,251 New
Cambridge Investment Research Advisors
321
Cambridge Investment Research Advisors
Iowa
$166K +$11K +993 +8%
B
322
Bailard
California
$166K +$158K +14,200 New
GI
323
GAMMA Investing
California
$166K +$31.3K +2,821 +25%
ZIM
324
Zacks Investment Management
Illinois
$164K +$156K +14,048 New
PEAK6
325
PEAK6
Illinois
$163K +$147K +13,292 +2,100%