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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$990K +104,640 +420%
ProShare Advisors
127
ProShare Advisors
Maryland
$1.09M -$295K -31,149 -20%
FL
128
Fourthstone LLC
Missouri
$1.02M +$45.1K +4,771 +4%
SOMRS
129
State of Michigan Retirement System
Michigan
$1.01M +$11.3K +1,200 +1%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M +$82.1K +8,680 +8%
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$939K +$823 +87 +0.1%
CWM
132
CIBC World Markets
New York
$935K +$580K +61,369 +140%
IRC
133
Investors Research Corp
Georgia
$924K
PFSRSONJ
134
Police & Firemen's Retirement System of New Jersey
New Jersey
$914K +$27.4K +2,900 +3%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$898K +$443K +46,816 +86%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$896K +$116K +12,317 +14%
DFCM
137
Dark Forest Capital Management
Puerto Rico
$876K +$780K +82,481 +514%
KK
138
KLP Kapitalforvaltning
Norway
$873K +$109K +11,500 +13%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$856K -$2.84K -300 -0.3%
MAM
140
Martingale Asset Management
Massachusetts
$831K +$600K +63,483 +211%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$823K +$567K +59,963 +184%
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$804K -$443K -46,823 -34%
JIP
143
Jaffetilchin Investment Partners
Florida
$784K +$834K +88,168 New
VCS
144
Vaughan & Co Securities
New Jersey
$783K -$66.6K -7,039 -7%
VPIM
145
Vanguard Personalized Indexing Management
California
$766K +$13.1K +1,388 +2%
NMERB
146
New Mexico Educational Retirement Board
New Mexico
$764K
SG Americas Securities
147
SG Americas Securities
New York
$751K +$267K +28,225 +50%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$718K -$793K -83,858 -51%
VRS
149
Virginia Retirement Systems
Virginia
$702K +$747K +79,000 New
HighTower Advisors
150
HighTower Advisors
Illinois
$684K +$3.83K +405 +0.5%

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.