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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
BBHC
251
Brown Brothers Harriman & Co
New York
$196K
Neuberger Berman Group
252
Neuberger Berman Group
New York
$194K +$2.42K +279 +1%
FFM
253
Forum Financial Management
Illinois
$193K +$21.9K +2,523 +13%
CIM
254
CIM Investment Management
Pennsylvania
$189K -$3.06K -352 -2%
GIM
255
Glenmede Investment Management
Pennsylvania
$185K +$179K +20,665 New
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$181K +$12.7K +1,468 +8%
CIA
257
Concurrent Investment Advisors
Florida
$179K +$1.16K +134 +0.7%
CFB
258
Cullen/Frost Bankers
Texas
$179K
PA
259
Pinnacle Associates
New York
$178K +$478 +55 +0.3%
ACIM
260
Azimuth Capital Investment Management
Michigan
$174K +$169K +19,450 New
SF
261
Summit Financial
New Jersey
$170K +$2.43K +280 +2%
SRC
262
Shufro Rose & Co
New York
$169K
SA
263
Sanctuary Advisors
Indiana
$167K +$23.1K +2,657 +17%
TI
264
Tidal Investments
Wisconsin
$158K +$5.94K +684 +4%
VI
265
Versor Investments
New York
$157K -$1.52M -175,161 -91%
OIA
266
OneDigital Investment Advisors
Kansas
$155K +$2.74K +316 +2%
PVI
267
Pine Valley Investments
New Jersey
$152K +$226 +26 +0.2%
SCM
268
Shelton Capital Management
Colorado
$151K
PHK
269
Point72 Hong Kong
Hong Kong
$147K +$143K +16,463 New
PCM
270
Prelude Capital Management
New York
$147K +$39.5K +4,545 +38%
CL
271
Choreo LLC
Illinois
$146K +$140K +16,141 New
WA
272
Waverly Advisors
Alabama
$143K +$20.7K +2,389 +17%
OR
273
Olympiad Research
Connecticut
$143K +$44.3K +5,107 +47%
WAOTB
274
Wealth Advisors of Tampa Bay
Florida
$143K
WIM
275
WealthPlan Investment Management
Nebraska
$142K

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.