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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
Bessemer Group
326
Bessemer Group
New Jersey
$21K -$11.5K -1,215 -33%
MFT
327
Moisand Fitzgerald Tamayo
Florida
$18.8K
RA
328
Rise Advisors
New York
$18.8K +$20K +2,111 New
GWM
329
Geneos Wealth Management
Colorado
$16.8K +$15.2K +1,612 +578%
EWA
330
EverSource Wealth Advisors
Alabama
$15.2K +$11.3K +1,192 +231%
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$12K +$123 +13 +1%
QCG
332
Quadrant Capital Group
Ohio
$11.9K -$6.11K -646 -33%
QC
333
Quent Capital
New York
$11.1K +$142 +15 +1%
MCM
334
Manchester Capital Management
Vermont
$10.7K
SS
335
SBI Securities
Japan
$10.1K +$104 +11 +1%
LI
336
LRI Investments
Florida
$9.86K
AAP
337
Arax Advisory Partners
Colorado
$9.46K +$1.64K +173 +19%
ME
338
McIlrath & Eck
Washington
$8K
FIA
339
FNY Investment Advisers
New York
$8K -$20.8K -2,200 -69%
VCM
340
Versant Capital Management
Arizona
$7.78K -$643 -68 -7%
MCM
341
MAI Capital Management
Ohio
$6.5K -$340 -36 -5%
RIL
342
Rothschild Investment LLC
Illinois
$6.49K +$95 +10 +1%
CT
343
Clearstead Trust
Maine
$5.01K +$5.33K +563 New
HWM
344
Hemington Wealth Management
Virginia
$5K -$22.7K -2,403 -80%
PR
345
Payden & Rygel
California
$4K
Amundi
346
Amundi
France
$3.94K +$407 +43 +10%
PWMG
347
Private Wealth Management Group
New Jersey
$3.7K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$3K +$1.46K +154 +84%
JWA
349
JFS Wealth Advisors
Pennsylvania
$2.89K
BIA
350
Bell Investment Advisors
California
$2.85K -$19 -2 -0.6%

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.