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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
BlackRock
1
BlackRock
New York
$625M -$44.2M -5,095,003 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$449M +$5.21M +600,536 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$271M +$3.03M +348,710 +1%
State Street
4
State Street
Massachusetts
$265M -$19M -2,188,918 -7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$163M +$21.5M +2,473,074 +16%
Macquarie Group
6
Macquarie Group
Australia
$145M -$578K -66,600 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$114M +$4.34M +499,647 +4%
Goldman Sachs
8
Goldman Sachs
New York
$81M -$9.9M -1,140,104 -11%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$77M +$366K +42,179 +0.5%
Charles Schwab
10
Charles Schwab
California
$70.6M +$728K +83,877 +1%
Victory Capital Management
11
Victory Capital Management
Texas
$68.1M +$4.12M +474,952 +7%
AQR Capital Management
12
AQR Capital Management
Connecticut
$63.3M -$27.2M -3,133,330 -31%
American Century Companies
13
American Century Companies
Missouri
$55.7M -$1.56M -180,178 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$54.1M -$47.6K -5,483 -0.1%
Northern Trust
15
Northern Trust
Illinois
$50.9M -$87.4K -10,067 -0.2%
Voloridge Investment Management
16
Voloridge Investment Management
Florida
$40.9M +$8.37M +963,988 +27%
Millennium Management
17
Millennium Management
New York
$35.3M -$7.37M -849,276 -18%
WCM
18
Wedge Capital Management
North Carolina
$34M +$1.56M +179,146 +5%
Renaissance Technologies
19
Renaissance Technologies
New York
$33.5M +$15.4M +1,769,700 +89%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$32.5M +$8.09M +932,234 +34%
Norges Bank
21
Norges Bank
Norway
$31.3M +$1.46M +168,690 +5%
Bank of America
22
Bank of America
North Carolina
$31.1M +$748K +86,162 +3%
Morgan Stanley
23
Morgan Stanley
New York
$26.6M -$12.4M -1,428,028 -32%
Invesco
24
Invesco
Georgia
$21.4M +$9.76M +1,124,373 +88%
UBS AM
25
UBS AM
Illinois
$17.9M +$4.82M +554,745 +38%

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.