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Valley National Bancorp

393 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, 155 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
393
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
RIL
351
Rothschild Investment LLC
Illinois
$8.75K
ME
352
McIlrath & Eck
Washington
$8.04K
GWM
353
Geneos Wealth Management
Colorado
$6.79K
CT
354
Clearstead Trust
Maine
$5.57K
HWM
355
Hemington Wealth Management
Virginia
$5K
PFBT
356
Parkside Financial Bank & Trust
Missouri
$4.66K
FFO
357
Fortitude Family Office
Arizona
$4.6K
AAS
358
Ameritas Advisory Services
Nebraska
$4.36K
AA
359
Ancora Advisors
Ohio
$4.27K
PR
360
Payden & Rygel
California
$4K
WA
361
WPG Advisers
Maryland
$3.9K
PWMG
362
Private Wealth Management Group
New Jersey
$3.71K
CA
363
Clearstead Advisors
Ohio
$3.44K
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$3.42K
AssetMark Inc
365
AssetMark Inc
California
$3.28K
BSB
366
Bangor Savings Bank
Maine
$3.13K
BIA
367
Bell Investment Advisors
California
$2.86K
PWMG
368
Prestige Wealth Management Group
New Jersey
$2.71K
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$2.49K
WSFS
370
Wilmington Savings Fund Society
Delaware
$2.25K
PWA
371
Physician Wealth Advisors
Utah
$2.13K
MA
372
Montag & Associates
Georgia
$1.81K
TPWA
373
Twin Peaks Wealth Advisors
California
$1.72K
LFG
374
Larson Financial Group
Missouri
$1.47K
Jones Financial Companies
375
Jones Financial Companies
Missouri
$1.08K