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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 %
FFM
251
Forum Financial Management
Illinois
$193K +$22.5K +2,523 +13%
CIM
252
CIM Investment Management
Pennsylvania
$189K -$3.14K -352 -2%
Osaic Holdings
253
Osaic Holdings
Arizona
$185K -$71.2K -7,876 -28%
GIM
254
Glenmede Investment Management
Pennsylvania
$185K +$185K +20,665 New
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$181K +$13.1K +1,468 +8%
CIA
256
Concurrent Investment Advisors
Florida
$179K +$1.2K +134 +0.7%
CFB
257
Cullen/Frost Bankers
Texas
$179K – – –
PA
258
Pinnacle Associates
New York
$178K +$491 +55 +0.3%
ACIM
259
Azimuth Capital Investment Management
Michigan
$174K +$174K +19,450 New
SF
260
Summit Financial
New Jersey
$170K +$2.53K +280 +2%
SRC
261
Shufro Rose & Co
New York
$169K – – –
TI
262
Tidal Investments
Wisconsin
$158K +$6.11K +684 +4%
VI
263
Versor Investments
New York
$157K -$1.56M -175,161 -91%
OIA
264
OneDigital Investment Advisors
Kansas
$155K +$2.82K +316 +2%
SCM
265
Shelton Capital Management
Colorado
$151K – – –
PHK
266
Point72 Hong Kong
Hong Kong
$147K +$147K +16,463 New
PCM
267
Prelude Capital Management
New York
$147K +$40.6K +4,545 +38%
CL
268
Choreo LLC
Illinois
$146K +$146K +16,141 New
WA
269
Waverly Advisors
Alabama
$143K +$21.3K +2,389 +17%
OR
270
Olympiad Research
Connecticut
$143K +$45.6K +5,107 +47%
WAOTB
271
Wealth Advisors of Tampa Bay
Florida
$143K – – –
WIM
272
WealthPlan Investment Management
Nebraska
$142K – – –
TCA
273
Transcend Capital Advisors
New Jersey
$141K +$7.91K +886 +6%
KBC Group
274
KBC Group
Belgium
$137K -$28.8K -3,218 -17%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$136K – – –
9 10
11
12 13