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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
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$13K -$24.3K -2,194 -66%
QL
402
Quarry LP
New York
$12.9K +$10.9K +983 +806%
RF
403
Rossby Financial
Florida
$12K +$11.4K +1,024 New
CB
404
Community Bank
New York
$11.7K +$11.1K +1,000 New
LI
405
LRI Investments
Florida
$11.2K -$1.63K -147 -13%
AssetMark Inc
406
AssetMark Inc
California
$11.2K +$6.75K +608 +172%
IAIM
407
International Assets Investment Management
Florida
$11.2K +$10.6K +958 New
AAP
408
Arax Advisory Partners
Colorado
$11.1K -$2.42M -218,055 -100%
ME
409
McIlrath & Eck
Washington
$10.5K
CT
410
Clearstead Trust
Maine
$10.4K +$2.26K +204 +30%
MCM
411
MAI Capital Management
Ohio
$9.89K -$2K -180 -18%
LFG
412
Larson Financial Group
Missouri
$9.34K +$189 +17 +2%
MCM
413
Manchester Capital Management
Vermont
$9.25K +$8.79K +792 New
PFBT
414
Parkside Financial Bank & Trust
Missouri
$9.04K +$2.8K +252 +48%
WA
415
WPG Advisers
Maryland
$8.94K +$4.45K +401 +110%
HIM
416
Hillsdale Investment Management
Ontario, Canada
$8.53K +$8.1K +730 New
FFO
417
Fortitude Family Office
Arizona
$6.55K +$510 +46 +9%
PWA
418
Physician Wealth Advisors
Utah
$6.11K +$2.47K +223 +74%
MSFP
419
Mark Sheptoff Financial Planning
Connecticut
$5.84K +$5.55K +500 New
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$4.98K +$4.73K +426 New
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$4.94K +$222 +20 +5%
PWMG
422
Private Wealth Management Group
New Jersey
$4.86K
BWA
423
Basecamp Wealth Advisors
Washington
$4.33K +$4.12K +371 New
BSB
424
Bangor Savings Bank
Maine
$4.09K
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$3.26K