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Valley National Bancorp

407 hedge funds and large institutions have $4.31B invested in Valley National Bancorp in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 155 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

864% more call options, than puts

Call options by funds: $87.6M | Put options by funds: $9.08M

40% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 40

34% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 116

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

23% more capital invested

Capital invested by funds: $3.49B → $4.31B (+$819M)

3% more funds holding

Funds holding: 395407 (+12)

2.86% more ownership

Funds ownership: 69.67%72.53% (+2.9%)

Holders
407
Holders Change
+12
Holders Change %
+3.04%
% of All Funds
5.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
56
Increased
155
Reduced
116
Closed
40
Calls
$87.6M
Puts
$9.08M
Net Calls
+$78.5M
Net Calls Change
+$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$744M +$2.21M +221,521 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$528M -$4.3M -430,005 -0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$323M +$888K +88,894 +0.3%
State Street
4
State Street
Massachusetts
$296M -$17.3M -1,728,145 -6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$172M -$20.1M -2,010,955 -11%
Macquarie Group
6
Macquarie Group
Australia
$157M -$13.9M -1,394,078 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$135M -$103K -10,278 -0.1%
ACL
8
Azora Capital LP
Florida
$103M +$97.2M +9,728,285 New
Millennium Management
9
Millennium Management
New York
$102M +$56.2M +5,622,939 +142%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$91.3M -$115K -11,498 -0.1%
Victory Capital Management
11
Victory Capital Management
Texas
$88.3M +$7.02M +702,774 +9%
Goldman Sachs
12
Goldman Sachs
New York
$85.5M -$10.1M -1,007,031 -11%
Charles Schwab
13
Charles Schwab
California
$84M +$260K +25,993 +0.3%
American Century Companies
14
American Century Companies
Missouri
$65.1M -$989K -99,016 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$63.8M -$420K -42,079 -0.7%
UBS Group
16
UBS Group
Switzerland
$62.2M +$47M +4,704,971 +405%
AQR Capital Management
17
AQR Capital Management
Connecticut
$61.5M -$12.8M -1,285,586 -18%
Northern Trust
18
Northern Trust
Illinois
$60.8M +$384K +38,476 +0.7%
Morgan Stanley
19
Morgan Stanley
New York
$43.4M +$11.1M +1,111,493 +37%
WCM
20
Wedge Capital Management
North Carolina
$39.7M -$655K -65,582 -2%
Bank of America
21
Bank of America
North Carolina
$37.1M +$122K +12,170 +0.3%
Voloridge Investment Management
22
Voloridge Investment Management
Florida
$36.9M -$10.9M -1,094,272 -24%
Holocene Advisors
23
Holocene Advisors
New York
$34.6M +$32.6M +3,263,507 New
Invesco
24
Invesco
Georgia
$30.7M +$5.03M +503,737 +21%
N
25
Nuveen
North Carolina
$28.3M +$9.9M +990,958 +59%

VLY Hedge Fund Activity: Q3 2025 in Review

407 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Valley National Bancorp (VLY) for Q3 2025, worth a combined $4.31B — up 23% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new VLY positions and 40 closed out — a net gain of 16 holders — while 155 added to existing stakes and 116 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $97.2M. The largest seller was Balyasny Asset Management, cutting an estimated $34.8M.

  • 407 institutional investors held Valley National Bancorp (VLY) as of Q3 2025, up from 395 in Q2 2025.
  • Funds reported $4.31B of Valley National Bancorp stock for Q3 2025, up 23% quarter-over-quarter.
  • 56 funds opened new Valley National Bancorp positions in Q3 2025 and 40 closed out, a net change of +16 holders.
  • The largest Valley National Bancorp buyer in Q3 2025 was Azora Capital LP, an estimated $97.2M added.
  • The largest Valley National Bancorp seller in Q3 2025 was Balyasny Asset Management, an estimated $34.8M sold.

Based on aggregated 13F filings for Q3 2025.