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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
TCA
276
Transcend Capital Advisors
New Jersey
$141K +$7.69K +886 +6%
KBC Group
277
KBC Group
Belgium
$137K -$27.9K -3,218 -17%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$136K
BCG
279
Breakwater Capital Group
New Jersey
$135K
RA
280
Rodgers & Associates
Pennsylvania
$134K
BMCM
281
Bryn Mawr Capital Management
Pennsylvania
$133K -$49.6K -5,712 -28%
EF
282
Empowered Funds
Pennsylvania
$131K +$12.4K +1,429 +11%
MWM
283
Modera Wealth Management
New Jersey
$130K +$26 +3 +0%
CW
284
CreativeOne Wealth
Kansas
$126K +$7.55K +869 +7%
TPI
285
Trust Point Inc
Wisconsin
$126K -$13.8K -1,588 -10%
P
286
&Partners
Tennessee
$125K +$174 +20 +0.1%
GCC
287
Guardian Capital (Canada)
Ontario, Canada
$123K +$119K +13,760 New
SLAM
288
Swiss Life Asset Management
$120K +$117K +13,425 New
Wolverine Trading
289
Wolverine Trading
Illinois
$120K -$61.7K -7,105 -35%
Envestnet Asset Management
290
Envestnet Asset Management
Illinois
$119K +$116K +13,376 New
WAL
291
W Advisors LLC
Tennessee
$119K
FTWA
292
Fifth Third Wealth Advisors
Ohio
$119K +$382 +44 +0.3%
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$118K
AWM
294
AE Wealth Management
Kansas
$118K +$547 +63 +0.5%
LWA
295
Ledgewood Wealth Advisors
New Hampshire
$113K
SC
296
Savant Capital
Illinois
$111K +$15.8K +1,819 +17%
GCM
297
Gables Capital Management
Florida
$107K
MML Investors Services
298
MML Investors Services
Massachusetts
$107K +$226 +26 +0.2%
VHAM
299
Van Hulzen Asset Management
California
$105K
ECM
300
EMC Capital Management
Texas
$104K +$101K +11,675 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.