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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
SS
351
SBI Securities
Japan
$10.1K +$26 +3 +0.3%
LI
352
LRI Investments
Florida
$9.9K
RIL
353
Rothschild Investment LLC
Illinois
$8.75K +$2.17K +250 +34%
ME
354
McIlrath & Eck
Washington
$8.04K
GWM
355
Geneos Wealth Management
Colorado
$6.79K -$9.82K -1,131 -60%
CT
356
Clearstead Trust
Maine
$5.57K +$530 +61 +11%
HWM
357
Hemington Wealth Management
Virginia
$5K +$78 +9 +2%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$4.66K +$2.62K +302 +137%
FFO
359
Fortitude Family Office
Arizona
$4.6K +$4.47K +515 New
AAS
360
Ameritas Advisory Services
Nebraska
$4.36K +$4.24K +488 New
AA
361
Ancora Advisors
Ohio
$4.27K +$4.15K +478 New
PR
362
Payden & Rygel
California
$4K
WA
363
WPG Advisers
Maryland
$3.9K +$1.18K +136 +45%
PWMG
364
Private Wealth Management Group
New Jersey
$3.71K
CA
365
Clearstead Advisors
Ohio
$3.44K +$3.34K +385 New
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$3.42K +$399 +46 +14%
AssetMark Inc
367
AssetMark Inc
California
$3.28K +$3.19K +367 New
BSB
368
Bangor Savings Bank
Maine
$3.13K +$1.3K +150 +75%
BIA
369
Bell Investment Advisors
California
$2.86K
PWMG
370
Prestige Wealth Management Group
New Jersey
$2.71K
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$2.49K
WSFS
372
Wilmington Savings Fund Society
Delaware
$2.25K
PWA
373
Physician Wealth Advisors
Utah
$2.13K +$2.07K +238 New
MA
374
Montag & Associates
Georgia
$1.81K
TPWA
375
Twin Peaks Wealth Advisors
California
$1.72K +$1.53K +176 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.