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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
PWMG
351
Prestige Wealth Management Group
New Jersey
$2.7K
WA
352
WPG Advisers
Maryland
$2.68K +$1K +106 +54%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$2.48K +$1.19K +126 +82%
PS
354
Principal Securities
Iowa
$2.37K
WSFS
355
Wilmington Savings Fund Society
Delaware
$2.24K
PFBT
356
Parkside Financial Bank & Trust
Missouri
$1.96K +$2.08K +220 New
MA
357
Montag & Associates
Georgia
$1.8K
BSB
358
Bangor Savings Bank
Maine
$1.78K
QL
359
Quarry LP
New York
$1.5K +$255 +27 +19%
AWM
360
Activest Wealth Management
Florida
$1.32K +$1.38K +146 +4,867%
PTC
361
Private Trust Company
Ohio
$1.07K +$1.14K +120 New
SC
362
Stephens Consulting
Michigan
$1.07K +$1.14K +120 New
MCM
363
MV Capital Management
Maryland
$1K -$9 -1 -0.9%
FHA
364
First Horizon Advisors
Tennessee
$933 -$5.3K -560 -84%
SIC
365
SJS Investment Consulting
Ohio
$898
GAG
366
Goodman Advisory Group
Massachusetts
$889 +$946 +100 New
Jones Financial Companies
367
Jones Financial Companies
Missouri
$843 +$908 +96 New
RWML
368
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$738
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$712
GFPC
370
Global Financial Private Client
Florida
$702 +$473 +50 +172%
AF
371
Advisornet Financial
Minnesota
$605
S
372
Sachetta
Massachusetts
$558
WCM
373
WealthTrak Capital Management
Virginia
$356 -$142 -15 -27%
CA
374
CoreCap Advisors
Michigan
$347 +$369 +39 New
HNB
375
Huntington National Bank
Ohio
$284

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.