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Valley National Bancorp
VLY

Overview Fund Activity

388 hedge funds and large institutions have $3.49B invested in Valley National Bancorp in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 152 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+12
Holders Change %
+3.19%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
58
Increased
152
Reduced
115
Closed
37
Calls
$2.85M
Puts
$4.29M
Net Calls
-$1.44M
Net Calls Change
+$153K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$163M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$33.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$15.1M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$11.9M
5
Invesco
5
Invesco
Georgia
$21.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.4M
2
BlackRock
2
BlackRock
New York
$625M
3
FGP
3
Freestone Grove Partners
California
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$63.3M
5
State Street
5
State Street
Massachusetts
$265M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
$245K +$3.99K +447 +2%
MFG
227
Merit Financial Group
Georgia
$242K -$18.9K -2,119 -7%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$239K +$47.7K +5,339 +25%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$238K +$226K +25,279 +1,868%
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$236K -$277K -30,976 -54%
SFA
231
Sequoia Financial Advisors
Ohio
$235K +$235K +26,370 New
CLA
232
Carnegie Lake Advisors
New Jersey
$231K – – –
GS
233
GTS Securities
New York
$229K -$241K -27,015 -51%
FPAS
234
Focus Partners Advisor Solutions
Missouri
$224K +$39.8K +4,452 +22%
CM
235
Caption Management
Oklahoma
$221K +$221K +24,720 New
DFCM
236
Dark Forest Capital Management
Puerto Rico
$220K -$660K -73,871 -75%
SG Americas Securities
237
SG Americas Securities
New York
$219K -$536K -59,948 -71%
EH
238
Equitable Holdings
New York
$218K -$19.4K -2,171 -8%
PAS
239
Park Avenue Securities
New York
$217K – – –
PCIA
240
Prime Capital Investment Advisors
Kansas
$209K +$125 +14 +0.1%
BFO
241
Biltmore Family Office
North Carolina
$208K – – –
PAG
242
Private Advisor Group
New Jersey
$205K -$28.8K -3,228 -12%
PCMC
243
Paragon Capital Management (Colorado)
Colorado
$204K -$130K -14,569 -39%
SWA
244
Sax Wealth Advisors
New Jersey
$201K -$7.24K -811 -3%
KAS
245
Kestra Advisory Services
Texas
$200K +$35.2K +3,940 +21%
SFC
246
SYM Financial Corp
Indiana
$198K -$35K -3,922 -15%
SAM
247
Shell Asset Management
Netherlands
$197K -$41K -4,588 -17%
VT
248
Vise Technologies
New York
$196K +$196K +21,953 New
BBHC
249
Brown Brothers Harriman & Co
New York
$196K – – –
Neuberger Berman Group
250
Neuberger Berman Group
New York
$194K +$2.49K +279 +1%
8 9
10
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