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Valley National Bancorp

463 hedge funds and large institutions have $5.03B invested in Valley National Bancorp in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 185 increasing their positions, 135 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 42

37% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 135

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 454463 (+9)

3% more capital invested

Capital invested by funds: $4.87B → $5.03B (+$161M)

0.92% less ownership

Funds ownership: 74.75%73.83% (-0.92%)

71% less call options, than puts

Call options by funds: $6.18M | Put options by funds: $21.4M

Holders
463
Holders Change
+9
Holders Change %
+1.98%
% of All Funds
5.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.06%
New
59
Increased
185
Reduced
135
Closed
42
Calls
$6.18M
Puts
$21.4M
Net Calls
-$15.2M
Net Calls Change
-$46.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RF
401
Rossby Financial
Florida
$16.8K +$4.02K +323 +32%
SS
402
SBI Securities
Japan
$16.4K +$373 +30 +2%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$16.1K +$2.45K +197 +18%
ECSS
404
Eurizon Capital SGR SpA
$16K -$47.1K -3,784 -74%
Walleye Capital
405
Walleye Capital
New York
$13.8K -$665K -53,381 -98%
IAIM
406
International Assets Investment Management
Florida
$11.9K
ME
407
McIlrath & Eck
Washington
$11.1K
CT
408
Clearstead Trust
Maine
$10.9K
LFG
409
Larson Financial Group
Missouri
$10K +$199 +16 +2%
PFBT
410
Parkside Financial Bank & Trust
Missouri
$9.81K +$311 +25 +3%
FFO
411
Fortitude Family Office
Arizona
$9.75K +$2.9K +233 +42%
OCWP
412
Owl Creek Wealth Partners
Colorado
$8.9K +$9.03K +725 New
CFO
413
CVA Family Office
Colorado
$8.84K +$8.96K +720 New
LI
414
LRI Investments
Florida
$8.78K -$3.08K -247 -26%
WPA
415
Wealth Preservation Advisors
Tennessee
$8.36K +$8.48K +681 New
MSFP
416
Mark Sheptoff Financial Planning
Connecticut
$6.83K
PWA
417
Physician Wealth Advisors
Utah
$6.42K
DB
418
Danske Bank
Denmark
$6.14K -$58.5K -4,700 -90%
JC
419
JCSD Capital
California
$6.14K +$6.22K +500 New
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$5.54K +$311 +25 +6%
Optiver Holding
421
Optiver Holding
Netherlands
$5.44K -$29.5K -2,371 -84%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$5.19K
PWMG
423
Private Wealth Management Group
New Jersey
$5.11K
BSB
424
Bangor Savings Bank
Maine
$4.3K
KFAS
425
Keating Financial Advisory Services
Kansas
$4.17K +$797 +64 +23%