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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
BlackRock
1
BlackRock
New York
$667M -$7.92M -837,266 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$441M -$3.37M -355,883 -0.7%
State Street
3
State Street
Massachusetts
$283M +$10.8M +1,136,917 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$267M +$13M +1,377,676 +5%
Macquarie Group
5
Macquarie Group
Australia
$145M -$3.32M -351,221 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$140M -$12M -1,269,306 -7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$109M +$4.45M +470,931 +4%
Goldman Sachs
8
Goldman Sachs
New York
$90.8M +$29.2M +3,091,169 +43%
AQR Capital Management
9
AQR Capital Management
Connecticut
$89.3M +$48.7M +5,147,786 +102%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$76.3M -$533K -56,321 -0.7%
Charles Schwab
11
Charles Schwab
California
$69.5M +$1.94M +204,942 +3%
Victory Capital Management
12
Victory Capital Management
Texas
$63.6M +$8.93M +944,340 +15%
UBS Group
13
UBS Group
Switzerland
$60.5M +$45.5M +4,807,042 +240%
American Century Companies
14
American Century Companies
Missouri
$57.1M -$5.48M -579,110 -8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$53.9M -$331K -35,005 -0.6%
Northern Trust
16
Northern Trust
Illinois
$50.7M -$761K -80,456 -1%
Millennium Management
17
Millennium Management
New York
$42.7M +$16.2M +1,708,364 +55%
Morgan Stanley
18
Morgan Stanley
New York
$39.2M +$5.83M +616,429 +16%
FGP
19
Freestone Grove Partners
California
$35.6M +$37.8M +3,998,897 New
WCM
20
Wedge Capital Management
North Carolina
$32.3M +$34.3M +3,631,722 New
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$32.1M +$2.97M +313,633 +10%
Bank of America
22
Bank of America
North Carolina
$30.2M +$13M +1,373,561 +68%
Norges Bank
23
Norges Bank
Norway
$29.6M -$1.34M -142,010 -4%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$24M -$52.3M -5,525,782 -67%
Renaissance Technologies
25
Renaissance Technologies
New York
$17.7M +$15.1M +1,593,300 +406%

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.