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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
ZIM
301
Zacks Investment Management
Illinois
$89K +$94.7K +10,017 New
GI
302
GAMMA Investing
California
$82.9K +$16.2K +1,709 +22%
Ohio Public Employees Retirement System (OPERS)
303
Ohio Public Employees Retirement System (OPERS)
Ohio
$79.9K +$3.91K +413 +5%
LC
304
Lindbrook Capital
California
$72.7K +$69.5K +7,347 +886%
HCP
305
Hexagon Capital Partners
Arkansas
$63K +$9 +1 +0%
Nomura Asset Management
306
Nomura Asset Management
Japan
$55.1K
CCM
307
Coldstream Capital Management
Washington
$54.6K +$58K +6,137 New
NA
308
NewEdge Advisors
Louisiana
$52.7K -$7.08K -748 -11%
S
309
SignatureFD
Georgia
$49.8K +$4.24K +448 +9%
UB
310
UMB Bank
Missouri
$49.5K +$36.2K +3,828 +220%
ADL
311
Asset Dedication LLC
California
$42K
BLC
312
Brown, Lisle/Cummings
Rhode Island
$39.1K +$41.6K +4,400 New
SSB
313
Sandy Spring Bank
Maryland
$38.9K
FFA
314
Farther Finance Advisors
California
$38.2K +$27.4K +2,896 +207%
BAMF
315
BI Asset Management Fondsmaeglerselskab
Denmark
$35K +$37.3K +3,946 New
TWD
316
True Wealth Design
Ohio
$34.8K +$37K +3,910 New
US Bancorp
317
US Bancorp
Minnesota
$32.1K +$4.08K +431 +14%
DB
318
Danske Bank
Denmark
$32K +$19.9K +2,100 +140%
KFI
319
Key Financial Inc
Pennsylvania
$31.1K
SAM
320
Smartleaf Asset Management
Massachusetts
$30.4K +$6.29K +665 +24%
HCA
321
Harbor Capital Advisors
Illinois
$28K -$350 -37 -1%
BTI
322
Blue Trust Inc
Georgia
$27.3K +$8.2K +867 +39%
Optiver Holding
323
Optiver Holding
Netherlands
$23.8K -$22.7K -2,399 -47%
BIG
324
Brooklyn Investment Group
New York
$23.1K +$12.1K +1,275 +96%
PA
325
Parallel Advisors
California
$21.3K +$8.19K +866 +56%

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.