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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
FTWA
276
Fifth Third Wealth Advisors
Ohio
$118K +$492 +52 +0.4%
CW
277
CreativeOne Wealth
Kansas
$118K +$18.3K +1,933 +17%
EF
278
Empowered Funds
Pennsylvania
$118K +$3.86K +408 +3%
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$117K -$189 -20 -0.2%
AWM
280
AE Wealth Management
Kansas
$117K +$170 +18 +0.1%
PI
281
PFG Investments
New York
$117K -$19K -2,013 -13%
MAS
282
Meeder Advisory Services
Ohio
$116K +$6.49K +686 +6%
LWA
283
Ledgewood Wealth Advisors
New Hampshire
$112K
AHL
284
Abel Hall LLC
Louisiana
$112K +$119K +12,613 New
Los Angeles Capital Management
285
Los Angeles Capital Management
California
$111K +$119K +12,540 New
GSIAS
286
Garden State Investment Advisory Services
New Jersey
$109K +$1.34K +142 +1%
BPC
287
Bryce Point Capital
New York
$109K +$105K +11,061 New
GCM
288
Gables Capital Management
Florida
$107K
MML Investors Services
289
MML Investors Services
Massachusetts
$106K +$1.27K +134 +1%
PCM
290
Prelude Capital Management
New York
$106K +$113K +11,915 New
VHAM
291
Van Hulzen Asset Management
California
$105K +$9.46K +1,000 +9%
MYAM
292
Meiji Yasuda Asset Management
Japan
$102K
C
293
Covestor
United Kingdom
$98K -$38.1K -4,030 -27%
TC
294
TownSquare Capital
Utah
$97.3K -$8.08K -854 -7%
COI
295
Connable Office Inc
Michigan
$97.1K -$12.2K -1,288 -11%
OR
296
Olympiad Research
Connecticut
$96.8K +$103K +10,884 New
SC
297
Savant Capital
Illinois
$94.4K -$343K -36,286 -77%
NAM
298
NorthCrest Asset Manangement
Minnesota
$92.6K +$98.5K +10,419 New
SWA
299
SFMG Wealth Advisors
Texas
$90.3K
PGFC
300
Peapack-Gladstone Financial Corp
New Jersey
$90K

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.