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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
SIC
426
SJS Investment Consulting
Ohio
$4K +$3.32K +267 +453%
MPWT
427
MassMutual Private Wealth & Trust
Connecticut
$3.6K +$174 +14 +5%
AWM
428
Activest Wealth Management
Florida
$3.57K +$3.57K +287 +7,175%
CPG
429
Cornerstone Planning Group
New Jersey
$3.18K
SS
430
Sunbelt Securities
Texas
$2.97K
JWA
431
JFS Wealth Advisors
Pennsylvania
$2.9K +$311 +25 +12%
SHIM
432
Stone House Investment Management
Pennsylvania
$2.77K +$87 +7 +3%
MCM
433
Manchester Capital Management
Vermont
$2.56K -$7.27K -584 -74%
BIA
434
Bell Investment Advisors
California
$2.56K
MA
435
Montag & Associates
Georgia
$2.48K
TPWA
436
Twin Peaks Wealth Advisors
California
$2.16K +$2.19K +176 New
KG
437
Kilter Group
New York
$2.11K -$12 -1 -0.6%
BFS
438
Bare Financial Services
Pennsylvania
$2.08K
AFC
439
Ares Financial Consulting
California
$1.7K
FC
440
Financial Consulate
Maryland
$1.57K
JWM
441
JPL Wealth Management
Colorado
$1.55K +$1.57K +126 New
PTC
442
Private Trust Company
Ohio
$1.47K
TM
443
Torren Management
California
$1.37K -$2.04K -164 -60%
CA
444
Clearstead Advisors
Ohio
$1.29K -$21.1K -1,691 -94%
GAG
445
Goodman Advisory Group
Massachusetts
$1.23K
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$1.11K
CMBA
447
C.M. Bidwell & Associates
Hawaii
$1.07K
MCM
448
MV Capital Management
Maryland
$921 +$75 +6 +9%
BHWM
449
Bay Harbor Wealth Management
Maryland
$867 +$398 +32 +84%
RWM
450
Rialto Wealth Management
New York
$823 +$199 +16 +31%