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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
LFG
376
Larson Financial Group
Missouri
$1.47K +$1.43K +165 New
Jones Financial Companies
377
Jones Financial Companies
Missouri
$1.08K +$217 +25 +26%
PTC
378
Private Trust Company
Ohio
$1.07K
FHA
379
First Horizon Advisors
Tennessee
$938
KG
380
Kilter Group
New York
$938 +$912 +105 New
PS
381
Principal Securities
Iowa
$911 -$1.38K -159 -61%
GAG
382
Goodman Advisory Group
Massachusetts
$893
DPW
383
DiNuzzo Private Wealth
Pennsylvania
$804 +$87 +10 +13%
RWML
384
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$741
MCM
385
MV Capital Management
Maryland
$617 -$382 -44 -39%
JWA
386
JFS Wealth Advisors
Pennsylvania
$581 -$2.26K -260 -80%
SIC
387
SJS Investment Consulting
Ohio
$527 -$365 -42 -42%
WCM
388
WealthTrak Capital Management
Virginia
$358
HIA
389
HFM Investment Advisors
New Jersey
$304 +$191 +22 +183%
HNB
390
Huntington National Bank
Ohio
$286
RWM
391
Rialto Wealth Management
New York
$268 +$260 +30 New
SC
392
SouthState Corp
Florida
$224
BHWM
393
Bay Harbor Wealth Management
Maryland
$144 -$26 -3 -16%
PWM
394
Parkworth Wealth Management
California
$116
TCOV
395
Trust Company of Vermont
Vermont
$9 +$9 +1 New
FGP
396
Freestone Grove Partners
California
-$35.6M -3,998,897 Closed
BGM
397
Burkehill Global Management
New York
-$11.6M -1,300,000 Closed
BFM
398
Boothbay Fund Management
New York
-$7.9M -889,190 Closed
CF
399
Corebridge Financial
Texas
-$6.7M -753,591 Closed
GCM
400
Ghisallo Capital Management
Massachusetts
-$3.11M -350,000 Closed

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.