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Valley National Bancorp

396 hedge funds and large institutions have $3.49B invested in Valley National Bancorp in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 157 increasing their positions, 114 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

38% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 114

4% more funds holding

Funds holding: 381396 (+15)

2% less capital invested

Capital invested by funds: $3.56B → $3.49B (-$76.4M)

1.85% less ownership

Funds ownership: 71.52%69.67% (-1.9%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

34% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $4.29M

Holders
396
Holders Change
+15
Holders Change %
+3.94%
% of All Funds
5.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
59
Increased
157
Reduced
114
Closed
37
Calls
$2.85M
Puts
$4.29M
Net Calls
-$1.44M
Net Calls Change
+$153K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
226
World Investment Advisors
California
$249K +$242K +27,855 New
SPIA
227
Steward Partners Investment Advisory
New York
$246K +$564 +65 +0.2%
CGH
228
Crossmark Global Holdings
Texas
$245K +$3.88K +447 +2%
MFG
229
Merit Financial Group
Georgia
$242K -$18.4K -2,119 -7%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$239K +$46.4K +5,339 +25%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$238K +$220K +25,279 +1,868%
Mitsubishi UFJ Trust & Banking
232
Mitsubishi UFJ Trust & Banking
Japan
$236K -$269K -30,976 -54%
SFA
233
Sequoia Financial Advisors
Ohio
$235K +$229K +26,370 New
CLA
234
Carnegie Lake Advisors
New Jersey
$231K
GS
235
GTS Securities
New York
$229K -$235K -27,015 -51%
FPAS
236
Focus Partners Advisor Solutions
Missouri
$224K +$38.7K +4,452 +22%
CM
237
Caption Management
Oklahoma
$221K +$215K +24,720 New
DFCM
238
Dark Forest Capital Management
Puerto Rico
$220K -$641K -73,871 -75%
SG Americas Securities
239
SG Americas Securities
New York
$219K -$521K -59,948 -71%
EH
240
Equitable Holdings
New York
$218K -$18.9K -2,171 -8%
PAS
241
Park Avenue Securities
New York
$217K
PCIA
242
Prime Capital Investment Advisors
Kansas
$209K +$122 +14 +0.1%
BFO
243
Biltmore Family Office
North Carolina
$208K
PAG
244
Private Advisor Group
New Jersey
$205K -$28K -3,228 -12%
PCMC
245
Paragon Capital Management (Colorado)
Colorado
$204K -$127K -14,569 -39%
SWA
246
Sax Wealth Advisors
New Jersey
$201K -$7.04K -811 -3%
KAS
247
Kestra Advisory Services
Texas
$200K +$34.2K +3,940 +21%
SFC
248
SYM Financial Corp
Indiana
$198K -$34.1K -3,922 -15%
SAM
249
Shell Asset Management
Netherlands
$197K -$39.8K -4,588 -17%
VT
250
Vise Technologies
New York
$196K +$191K +21,953 New

VLY Hedge Fund Activity: Q2 2025 in Review

396 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q2 2025, worth a combined $3.49B — down 2.1% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VLY positions and 37 closed out — a net gain of 22 holders — while 157 added to existing stakes and 114 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $21.5M. The largest seller was UBS Group, cutting an estimated $49M.

  • 396 institutional investors held Valley National Bancorp (VLY) as of Q2 2025, up from 381 in Q1 2025.
  • Funds reported $3.49B of Valley National Bancorp stock for Q2 2025, down 2.1% quarter-over-quarter.
  • 59 funds opened new Valley National Bancorp positions in Q2 2025 and 37 closed out, a net change of +22 holders.
  • The largest Valley National Bancorp buyer in Q2 2025 was Wellington Management Group, an estimated $21.5M added.
  • The largest Valley National Bancorp seller in Q2 2025 was UBS Group, an estimated $49M sold.

Based on aggregated 13F filings for Q2 2025.