Valley National Bank

VLY • NASDAQ

Valley National Bank is a banks - regional company in the financial services sector on NASDAQ, led by Ira Robbins, with a market cap of $6.6B. As of Q3 2025, 73% of shares are held by 397 institutional investors, with BlackRock, Inc. as the largest holder at 12.54%.

CEOIra Robbins

Market Cap$6.6B

Banks - Regional

Financial Services

Employees3.7K

Websitevalley.com

Country

United States of America

Overview

Overview of institutional ownership in VLY as of Q3 2025 with a market cap of $5.9B

All Institutions

Institutions: 397
Value Held: $4.3B
Shares Held: 405.9M
Avg Position: $10.8M
Median Position: $561.7K

Hedge Funds

Hedge Funds: 49
Value Held: $548.0M
Shares Held: 51.7M
Avg Position: $11.2M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

63.35%

$3.8B

Hedge Funds

9.24%

$548.0M

Retail & Other

27.42%

$1.6B

Based on market cap of $5.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in VLY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$744.2M 0.01% of portfolio	12.54% 70.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$528.1M 0.01% of portfolio	8.90% 49.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$323.1M 0.07% of portfolio	5.45% 30.5M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$295.6M 0.01% of portfolio	4.93% 27.6M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$172.3M 0.03% of portfolio	2.90% 16.3M shares	Q1 2021 Held for 4y 8m	$571.21B
M MACQUARIE GROUP LTD Institution	-	$157.1M 0.19% of portfolio	2.65% 14.8M shares	Q3 2014 Held for 11y 2m	$82.9B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$135.5M 0.01% of portfolio	2.28% 12.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
Azora Capital LP Hedge Fund•Long/Short	Ravi (Nmn) Chopra CIO	$103.1M 4.78% of portfolio	1.74% 9.7M shares	Q3 2025 Held for 2 months	$2.2B
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dan Michael Berkovitz Chairman	$101.5M 0.08% of portfolio	1.71% 9.6M shares	Q1 2019 Held for 6y 8m	$121.98B
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$91.3M 0.31% of portfolio	1.54% 8.6M shares	Q4 2022 Held for 2y 11m	$29.4B

Net Capital Flow

Institutional buying and selling activity for VLY in Q3 2025

Traded: +$249.6M
Buyers: 208
Sellers: 152
Total Bought: +$507.1M
Total Sold: −$257.4M
Avg Position: $9.9M

Biggest Buyers

Institution	Net Bought	Current Position
Azora Capital LP Hedge Fund•Long/Short	+$103.1M +9.7M shares	$103.1M 9.7M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$59.6M +5.6M shares	$101.5M 9.6M shares
UBS Group AG Institution	+$49.9M +4.7M shares	$62.2M 5.9M shares
Holocene Advisors, LP Hedge Fund•Long/Short	+$34.6M +3.3M shares	$34.6M 3.3M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	+$27.6M +2.6M shares	$27.6M 2.6M shares
H HRT FINANCIAL LLC Institution	+$17.9M +1.7M shares	$25.2M 2.4M shares
MORGAN STANLEY RIA/Wealth	+$11.8M +1.1M shares	$43.4M 4.1M shares
A Artemis Investment Management LLP Institution	+$11.7M +1.1M shares	$11.7M 1.1M shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	+$10.8M +1.0M shares	$10.8M 1.0M shares
N Nuveen, LLC Institution	+$10.5M +991.0K shares	$28.3M 2.7M shares

Biggest Sellers

Institution	Net Sold	Current Position
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$25.2M −2.4M shares	$14.6M 1.4M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$21.3M −2.0M shares	$172.3M 16.3M shares
STATE STREET CORP Institution	−$18.5M −1.7M shares	$295.6M 27.6M shares
M MACQUARIE GROUP LTD Institution	−$14.8M −1.4M shares	$157.1M 14.8M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$13.6M −1.3M shares	$61.5M 5.8M shares
C Cubist Systematic Strategies, LLC Institution	−$11.9M −1.3M shares	Sold Off 0 shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$11.6M −1.1M shares	$36.9M 3.5M shares
GOLDMAN SACHS GROUP INC Institution	−$10.7M −1.0M shares	$85.5M 8.1M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$9.9M −1.1M shares	Sold Off 0 shares
MACKENZIE FINANCIAL CORP Long Only Manager	−$9.7M −915.9K shares	$1.9M 179.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VLY in Q3 2025

New Positions: 29
New Value: $133.0M
Exited Positions: 39
Exited Value: $45.7M

New Positions

Institution	Position Value
Azora Capital LP Hedge Fund•Long/Short	$103.1M 9.7M shares
A Artemis Investment Management LLP Institution	$11.7M 1.1M shares
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	$7.4M 700.0K shares
Lighthouse Investment Partners, LLC Fund of Funds	$3.1M 295.6K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.6M 154.0K shares
IMC-Chicago, LLC RIA/Wealth	$744.8K 70.3K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$725.0K 68.4K shares
JACKSON SQUARE CAPITAL, LLC RIA/Wealth	$561.4K 53.0K shares
A AVIVA PLC Institution	$540.0K 50.9K shares
Vinva Investment Management Ltd Hedge Fund•Quant	$475.4K 29.5K shares

Exited Positions

Institution	Previous Position
C Cubist Systematic Strategies, LLC Institution	$11.9M 1.3M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$9.9M 1.1M shares
Q Qube Research & Technologies Ltd Institution	$3.9M 440.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.5M 392.1K shares
Fourthstone LLC Hedge Fund•Long/Short	$3.2M 355.2K shares
X XTX Topco Ltd Institution	$2.4M 266.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$1.4M 156.3K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$1.2M 134.3K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$1.2M 130.7K shares
AIGEN INVESTMENT MANAGEMENT, LP Hedge Fund•Long/Short	$1.1M 122.9K shares

Options Activity

Institutions with the largest Call and Put options positions in VLY as of Q3 2025

Call Positions: 9
Call Value: $87.6M
Put Positions: 8
Put Value: $6.0M

Call Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$74.2M 70.0K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$5.0M 47.5 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.6M 2.5K contracts
Interval Partners, LLC Hedge Fund•Long/Short	$2.2M 2.1K contracts
S SALZHAUER MICHAEL Institution	$1.6M 1.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$818.3K 772.0 contracts
J JANE STREET GROUP, LLC Institution	$753.7K 711.0 contracts
W WOLVERINE TRADING, LLC Institution	$289.1K 273.0 contracts
Walleye Trading LLC RIA/Wealth	$113.4K 107.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.3M 2.2K contracts
Caption Management, LLC Hedge Fund•Long/Short	$1.1M 1.0K contracts
J JANE STREET GROUP, LLC Institution	$932.8K 880.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$875.6K 826.0 contracts
W WOLVERINE TRADING, LLC Institution	$330.4K 312.0 contracts
P PEAK6 LLC Institution	$318.0K 300.0 contracts
Walleye Trading LLC RIA/Wealth	$65.7K 62.0 contracts
HighTower Advisors, LLC RIA/Wealth	$4.6K 80.0 contracts

Most Committed Institutions

Institutions with VLY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Azora Capital LP Hedge Fund•Long/Short	Ravi (Nmn) Chopra CIO	4.78% $103.1M	1.74% 9.7M shares	Q3 2025 Held for 2 months	$2.2B
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	4.71% $15.6M	0.26% 1.5M shares	Q1 2020 Held for 5y 8m	$331.5M
Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short	Fred Anthony Cummings President	3.30% $4.2M	0.07% 391.9K shares	Q3 2024 Held for 1y 2m	$126.0M
E EJF Capital LLC Institution	-	2.58% $4.5M	0.08% 424.9K shares	Q1 2023 Held for 2y 8m	$174.8M
P Petiole USA ltd Institution	-	2.43% $3.5M	0.06% 332.0K shares	Q4 2024 Held for 11 months	$144.8M
Aspen Grove Capital, LLC Family Office	Richard Jess Geisman CCO	2.00% $11.9M	0.20% 1.1M shares	Q2 2023 Held for 2y 5m	$594.3M
Siena Capital Management, LLC Hedge Fund•Sector	Daniel Kanter President	1.62% $2.7M	0.05% 255.5K shares	Q1 2018 Held for 7y 8m	$167.0M
KING STREET CAPITAL MANAGEMENT, L.P. Hedge Fund•Distressed	Ricardo Nmn Marano Managing Partner	1.48% $7.4M	0.13% 700.0K shares	Q3 2025 Held for 2 months	$499.9M
H HOURGLASS CAPITAL, LLC Long Only Manager	Debra Linn Gardner Member	1.22% $5.5M	0.09% 515.2K shares	Q4 2017 Held for 7y 11m	$446.7M
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	1.06% $5.6M	0.09% 530.1K shares	Q1 2024 Held for 1y 8m	$530.5M

Hedge Fund Spotlight

Discover hedge funds investing in VLY

OCCUDO QUANTITATIVE STRATEGIES LP

Hedge Fund • Market Neutral

Portfolio ManagerRicky Xiaoxiao Shi

Portfolio Value: $821.7M
Positions: 644
Last Reported: Q3 2025

Sector Allocation

Position in Valley National Bank

Market Value: $1.5M
Shares Held: 144.1K
Portfolio Weight: 0.19%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Lam Research LRCX	Semiconductors Technology	$9.4M	1.15%
2 Intuitive Surgical ISRG	Medical - Instruments & Supplies Healthcare	$9.4M	1.15%
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$9.3M	1.14%