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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
GWM
351
Geneos Wealth Management
Colorado
$6.79K
CT
352
Clearstead Trust
Maine
$5.57K
HWM
353
Hemington Wealth Management
Virginia
$5K
PFBT
354
Parkside Financial Bank & Trust
Missouri
$4.66K
FFO
355
Fortitude Family Office
Arizona
$4.6K
AAS
356
Ameritas Advisory Services
Nebraska
$4.36K
AA
357
Ancora Advisors
Ohio
$4.27K
PR
358
Payden & Rygel
California
$4K
WA
359
WPG Advisers
Maryland
$3.9K
PWMG
360
Private Wealth Management Group
New Jersey
$3.71K
CA
361
Clearstead Advisors
Ohio
$3.44K
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$3.42K
AssetMark Inc
363
AssetMark Inc
California
$3.28K
BSB
364
Bangor Savings Bank
Maine
$3.13K
BIA
365
Bell Investment Advisors
California
$2.86K
PWMG
366
Prestige Wealth Management Group
New Jersey
$2.71K
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$2.49K
WSFS
368
Wilmington Savings Fund Society
Delaware
$2.25K
PWA
369
Physician Wealth Advisors
Utah
$2.13K
MA
370
Montag & Associates
Georgia
$1.81K
TPWA
371
Twin Peaks Wealth Advisors
California
$1.72K
LFG
372
Larson Financial Group
Missouri
$1.47K
Jones Financial Companies
373
Jones Financial Companies
Missouri
$1.08K
PTC
374
Private Trust Company
Ohio
$1.07K
FHA
375
First Horizon Advisors
Tennessee
$938