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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
KFAS
426
Keating Financial Advisory Services
Kansas
$3.22K +$3.06K +276 New
TM
427
Torren Management
California
$3.22K +$3.05K +275 New
CPG
428
Cornerstone Planning Group
New Jersey
$2.86K +$2.58K +233 New
SS
429
Sunbelt Securities
Texas
$2.83K
SHIM
430
Stone House Investment Management
Pennsylvania
$2.56K +$288 +26 +13%
JWA
431
JFS Wealth Advisors
Pennsylvania
$2.47K +$1.61K +145 +223%
BIA
432
Bell Investment Advisors
California
$2.43K
MA
433
Montag & Associates
Georgia
$2.36K
KG
434
Kilter Group
New York
$2.02K -$1.15K -104 -38%
BFS
435
Bare Financial Services
Pennsylvania
$1.97K +$1.88K +169 New
AFC
436
Ares Financial Consulting
California
$1.6K +$1.52K +137 New
EW
437
Elyxium Wealth
California
$1.54K +$1.47K +132 New
FC
438
Financial Consulate
Maryland
$1.5K +$333 +30 +31%
PTC
439
Private Trust Company
Ohio
$1.4K
GAG
440
Goodman Advisory Group
Massachusetts
$1.17K
DPW
441
DiNuzzo Private Wealth
Pennsylvania
$1.05K
CMBA
442
C.M. Bidwell & Associates
Hawaii
$1.02K +$965 +87 New
MCM
443
MV Capital Management
Maryland
$806
SIC
444
SJS Investment Consulting
Ohio
$690
RWM
445
Rialto Wealth Management
New York
$596 +$111 +10 +24%
WETS
446
Wealth Enhancement Trust Services
South Dakota
$584 +$555 +50 New
HIA
447
HFM Investment Advisors
New Jersey
$491
BHWM
448
Bay Harbor Wealth Management
Maryland
$447 +$78 +7 +23%
BMC
449
Bear Mountain Capital
Washington
$421
Toronto Dominion Bank
450
Toronto Dominion Bank
Ontario, Canada
$128 +$122 +11 New