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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
First Manhattan
201
First Manhattan
New York
$396K
II
202
Inspire Investing
Idaho
$389K +$43K +4,949 +13%
TA
203
Teton Advisors
New York
$386K -$6.95K -800 -2%
ASN
204
Advisory Services Network
Georgia
$381K -$17.6K -2,032 -5%
OQS
205
Occudo Quantitative Strategies
Florida
$364K +$353K +40,708 New
CWM
206
Congress Wealth Management
Massachusetts
$351K -$228K -26,275 -40%
FT
207
Fiduciary Trust
Massachusetts
$346K -$13.6K -1,569 -4%
CWG
208
Cornerstone Wealth Group
North Carolina
$343K +$512 +59 +0.2%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$338K +$8.19K +943 +3%
QCM
210
Quantinno Capital Management
New York
$327K +$77.8K +8,964 +32%
SAM
211
Securian Asset Management
Minnesota
$324K +$1.73K +199 +0.6%
CI Investments Inc
212
CI Investments Inc
Ontario, Canada
$322K -$22K -2,535 -7%
HSBC Holdings
213
HSBC Holdings
United Kingdom
$322K -$393K -45,312 -56%
CS
214
Cannell & Spears
New York
$313K
HWAM
215
Hennion & Walsh Asset Management
New Jersey
$302K -$12.5K -1,441 -4%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$302K -$11.1K -1,282 -4%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$287K -$70.1K -8,072 -20%
AGWCA
218
Annis Gardner Whiting Capital Advisors
Florida
$282K -$32.2K -3,708 -11%
Fidelity Investments
219
Fidelity Investments
Massachusetts
$280K -$532K -61,265 -66%
PA
220
Profund Advisors
Maryland
$276K -$16.3K -1,879 -6%
PA
221
PSI Advisors
Florida
$272K +$132K +15,250 +100%
Osaic Holdings
222
Osaic Holdings
Arizona
$272K +$17.9K +2,065 +7%
SI
223
Stephens Inc
Arkansas
$269K +$1.74K +200 +0.7%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$251K +$18.7K +2,151 +8%
SWIM
225
Smallwood Wealth Investment Management
New Jersey
$249K

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.