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Valley National Bancorp

459 hedge funds and large institutions have $5.03B invested in Valley National Bancorp in 2026 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 182 increasing their positions, 135 reducing their positions, and 43 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $4.87B → $5.03B (+$160M)

0.93% less ownership

Funds ownership: 74.75%73.82% (-0.93%)

71% less call options, than puts

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

Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.18M
Puts
$21.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
426
Sunbelt Securities
Texas
$2.97K
JWA
427
JFS Wealth Advisors
Pennsylvania
$2.9K
SHIM
428
Stone House Investment Management
Pennsylvania
$2.77K
MCM
429
Manchester Capital Management
Vermont
$2.56K
BIA
430
Bell Investment Advisors
California
$2.56K
MA
431
Montag & Associates
Georgia
$2.48K
TPWA
432
Twin Peaks Wealth Advisors
California
$2.16K
KG
433
Kilter Group
New York
$2.11K
BFS
434
Bare Financial Services
Pennsylvania
$2.08K
AFC
435
Ares Financial Consulting
California
$1.7K
FC
436
Financial Consulate
Maryland
$1.57K
JWM
437
JPL Wealth Management
Colorado
$1.55K
PTC
438
Private Trust Company
Ohio
$1.47K
TM
439
Torren Management
California
$1.37K
CA
440
Clearstead Advisors
Ohio
$1.29K
GAG
441
Goodman Advisory Group
Massachusetts
$1.23K
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$1.11K
CMBA
443
C.M. Bidwell & Associates
Hawaii
$1.07K
MCM
444
MV Capital Management
Maryland
$921
BHWM
445
Bay Harbor Wealth Management
Maryland
$867
RWM
446
Rialto Wealth Management
New York
$823
ZBNA
447
Zions Bancorporation, National Association
Utah
$737
CIAM
448
Caitong International Asset Management
Hong Kong
$725
WETS
449
Wealth Enhancement Trust Services
South Dakota
$614
HIA
450
HFM Investment Advisors
New Jersey
$516