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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
WAM
401
Wolverine Asset Management
Illinois
-$214K -23,628 Closed
OTPPB
402
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$210K -23,229 Closed
AC
403
AXQ Capital
New Jersey
-$191K -21,066 Closed
Kovitz Investment Group Partners
404
Kovitz Investment Group Partners
Illinois
-$190K -20,986 Closed
CCIA
405
Campbell & Co Investment Adviser
Maryland
-$179K -19,793 Closed
EP
406
Edgestream Partners
New Jersey
-$148K -16,349 Closed
FNT
407
First National Trust
Pennsylvania
-$140K -15,500 Closed
Group One Trading
408
Group One Trading
Illinois
-$138K -14,608 Closed
Financial Engines Advisors
409
Financial Engines Advisors
California
-$104K -11,482 Closed
SC
410
Sapient Capital
Indiana
-$103K -11,200 Closed
CIAM
411
Caitong International Asset Management
Hong Kong
-$63.6K -7,020 Closed
PHK
412
Point72 Hong Kong
Hong Kong
-$39.2K -4,324 Closed
RS
413
R Squared
Hong Kong
-$25.5K -2,810 Closed
CM
414
Caption Management
Oklahoma
-$22.2K -2,453 Closed
ACM
415
Aster Capital Management
United Arab Emirates
-$21K -2,323 Closed
AAM
416
Advisors Asset Management
Colorado
-$20.7K -2,289 Closed
ETC
417
Exchange Traded Concepts
Oklahoma
-$5.55K -613 Closed
GM
418
GeoWealth Management
Illinois
-$3.52K -389 Closed
IA
419
IFP Advisors
Florida
-$361 -40 Closed
CFGS
420
Concourse Financial Group Securities
Alabama
-$294 -30 Closed
AssetMark Inc
421
AssetMark Inc
California
-$199 -22 Closed
AWM
422
Avior Wealth Management
Nebraska
-$190 -21 Closed
HFS
423
Hantz Financial Services
Michigan
+$426 +45 New
AW
424
Avion Wealth
Texas
+$615 +65 New

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.