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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
CI Investments Inc
201
CI Investments Inc
Ontario, Canada
$343K +$37.5K +3,962 +11%
II
202
Inspire Investing
Idaho
$343K -$53.3K -5,634 -13%
CWG
203
Cornerstone Wealth Group
North Carolina
$341K -$275K -29,054 -43%
PCMC
204
Paragon Capital Management (Colorado)
Colorado
$333K +$4.3K +455 +1%
AA
205
AlphaQ Advisors
Florida
$329K
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$328K -$74.9K -7,917 -18%
SAM
207
Securian Asset Management
Minnesota
$321K +$1.71K +181 +0.5%
AGWCA
208
Annis Gardner Whiting Capital Advisors
Florida
$314K +$8.89K +940 +3%
HWAM
209
Hennion & Walsh Asset Management
New Jersey
$314K -$2.79K -295 -0.8%
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$312K +$3.82K +404 +1%
CS
211
Cannell & Spears
New York
$311K
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$307K +$5.08K +537 +2%
PA
213
Profund Advisors
Maryland
$292K -$215K -22,772 -41%
DFG
214
Delta Financial Group
New Jersey
$291K -$4.73K -500 -2%
TRCT
215
Tower Research Capital (TRC)
New York
$289K -$491K -51,881 -61%
SI
216
Stephens Inc
Arkansas
$266K +$283K +29,973 New
SWM
217
Spire Wealth Management
Virginia
$263K +$280K +29,618 New
MFG
218
Merit Financial Group
Georgia
$260K +$276K +29,223 New
Osaic Holdings
219
Osaic Holdings
Arizona
$252K +$81.7K +8,643 +44%
USAA
220
United Services Automobile Association
Texas
$252K
SWIM
221
Smallwood Wealth Investment Management
New Jersey
$248K
QCM
222
Quantinno Capital Management
New York
$246K +$146K +15,393 +126%
SPIA
223
Steward Partners Investment Advisory
New York
$245K +$586 +62 +0.2%
Franklin Resources
224
Franklin Resources
California
$243K -$1.54M -162,492 -86%
CGH
225
Crossmark Global Holdings
Texas
$240K +$2.29K +242 +0.9%

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.