VLY icon

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