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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
KCM
26
Kodai Capital Management
Illinois
$17.1M +$4.57M +483,143 +34%
N
27
Nuveen
North Carolina
$15.9M +$2.89M +305,649 +21%
LI
28
Leeward Investments
Massachusetts
$15.1M -$609K -64,354 -4%
First Trust Advisors
29
First Trust Advisors
Illinois
$14.4M +$4.84M +511,767 +46%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$13.8M -$286K -30,268 -2%
LSV Asset Management
31
LSV Asset Management
Illinois
$13.6M -$675K -71,400 -4%
UBS AM
32
UBS AM
Illinois
$12.9M +$2.42M +255,870 +22%
AG
33
Algert Global
California
$12.3M +$12.3M +1,298,597 +1,594%
SCA
34
Stieven Capital Advisors
Missouri
$12.1M +$27.4K +2,900 +0.2%
Barclays
35
Barclays
United Kingdom
$11.7M -$4.11M -434,679 -25%
Prudential Financial
36
Prudential Financial
New Jersey
$11.7M +$7.34M +775,860 +145%
BGM
37
Burkehill Global Management
New York
$11.6M -$9.46M -1,000,000 -43%
ECA
38
Endeavour Capital Advisors
Connecticut
$11.5M +$995K +105,241 +9%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$11.4M +$7.59M +802,867 +167%
Rafferty Asset Management
40
Rafferty Asset Management
New York
$11.3M +$600K +63,398 +5%
Invesco
41
Invesco
Georgia
$11.3M -$281K -29,701 -2%
AGC
42
Aspen Grove Capital
Colorado
$10.4M -$1.08M -114,460 -9%
Citigroup
43
Citigroup
New York
$10.3M -$355K -37,558 -3%
Verition Fund Management
44
Verition Fund Management
Connecticut
$10.1M -$3.27M -346,035 -23%
BCM
45
Basswood Capital Management
New York
$10.1M -$8.94M -944,814 -46%
Marshall Wace
46
Marshall Wace
United Kingdom
$10.1M +$9.64M +1,019,250 +913%
JP Morgan Chase
47
JP Morgan Chase
New York
$9.89M -$13M -1,372,432 -55%
Principal Financial Group
48
Principal Financial Group
Iowa
$9.79M +$104K +10,996 +1%
TI
49
Trexquant Investment
Connecticut
$9.44M +$3.83M +404,694 +62%
MGP
50
M&G plc
United Kingdom
$9.26M +$9.73M +1,029,040 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.