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Valley National Bancorp

381 hedge funds and large institutions have $3.56B invested in Valley National Bancorp in 2025 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 165 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 103

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

2.6% more ownership

Funds ownership: 68.92%71.52% (+2.6%)

1% more funds holding

Funds holding: 376381 (+5)

2% more capital invested

Capital invested by funds: $3.49B → $3.56B (+$72.9M)

24% less call options, than puts

Call options by funds: $5.1M | Put options by funds: $6.69M

Holders
381
Holders Change
+5
Holders Change %
+1.33%
% of All Funds
5.11%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
52
Increased
165
Reduced
103
Closed
43
Calls
$5.1M
Puts
$6.69M
Net Calls
-$1.59M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$170K +$6.78K +717 +3%
FFM
252
Forum Financial Management
Illinois
$170K +$13.1K +1,381 +8%
SRC
253
Shufro Rose & Co
New York
$169K
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$167K +$178K +18,793 New
KBC Group
255
KBC Group
Belgium
$165K +$4.65K +492 +3%
SF
256
Summit Financial
New Jersey
$165K +$104 +11 +0.1%
KAS
257
Kestra Advisory Services
Texas
$164K +$1.29K +136 +0.7%
TI
258
Tidal Investments
Wisconsin
$152K -$48.2K -5,097 -23%
OIA
259
OneDigital Investment Advisors
Kansas
$152K +$40.3K +4,261 +33%
PVI
260
Pine Valley Investments
New Jersey
$151K +$246 +26 +0.2%
SCM
261
Shelton Capital Management
Colorado
$150K
SA
262
Sanctuary Advisors
Indiana
$143K -$434K -45,889 -74%
WAOTB
263
Wealth Advisors of Tampa Bay
Florida
$142K
WIM
264
WealthPlan Investment Management
Nebraska
$141K
TPI
265
Trust Point Inc
Wisconsin
$139K -$32.3K -3,418 -18%
PA
266
PSI Advisors
Florida
$136K
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$135K +$3.58K +378 +3%
BCG
268
Breakwater Capital Group
New Jersey
$135K +$143K +15,137 New
RA
269
Rodgers & Associates
Pennsylvania
$133K -$47.3K -5,000 -25%
TCA
270
Transcend Capital Advisors
New Jersey
$133K +$520 +55 +0.4%
MWM
271
Modera Wealth Management
New Jersey
$129K -$28.1K -2,969 -17%
P
272
&Partners
Tennessee
$123K +$6.64K +702 +5%
EI
273
Ethic Inc
New York
$122K -$5.37K -568 -4%
WA
274
Waverly Advisors
Alabama
$122K +$6.21K +657 +5%
WAL
275
W Advisors LLC
Tennessee
$119K

VLY Hedge Fund Activity: Q1 2025 in Review

381 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q1 2025, worth a combined $3.56B — up 2.1% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new VLY positions and 43 closed out — a net gain of 9 holders — while 165 added to existing stakes and 103 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $48.7M. The largest seller was Balyasny Asset Management, cutting an estimated $52.3M.

  • 381 institutional investors held Valley National Bancorp (VLY) as of Q1 2025, up from 376 in Q4 2024.
  • Funds reported $3.56B of Valley National Bancorp stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 52 funds opened new Valley National Bancorp positions in Q1 2025 and 43 closed out, a net change of +9 holders.
  • The largest Valley National Bancorp buyer in Q1 2025 was AQR Capital Management, an estimated $48.7M added.
  • The largest Valley National Bancorp seller in Q1 2025 was Balyasny Asset Management, an estimated $52.3M sold.

Based on aggregated 13F filings for Q1 2025.