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VALLEY NATIONAL BANCORP hedge fund holdings

VLYNASDAQ
$12.76-0.06 (-0.47%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

VLY · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+17.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025134108$189M$289M368Aug 14, 2025
Q3 2025140106$478M$289M385Nov 14, 2025
Q4 2025157124$498M$456M435Feb 14, 2026
Q1 2026177129$544M$602M447May 15, 2026
Q2 2026159122$490M$331M450Aug 14, 2026

Quarterly action breakdown

Q2 2026
450 filers
New position
45
$41.1M+2.81M sh
Increased
114
$449M+30.6M sh
Reduced
90
-$309M-21.1M sh
Out / sold
32
-$21.4M-1.46M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPAdded 29.50%+$67M$294M0.05%Aug 14, 2026
Artemis Investment Management LLPAdded 49.54%+$35.3M$107M0.95%Jul 23, 2026
Voloridge Investment Management, LLCReduce 90.84%-$25.6M$2.58M0.01%Aug 14, 2026
Azora Capital LPAdded 14.51%+$19M$150M6.32%Aug 14, 2026
First Eagle Investment Management, LLCAdded 130.16%+$18.5M$32.8M0.03%Aug 24, 2026
Callodine Capital Management, LPNew Buy+$15.5M$15.5M1.01%Aug 14, 2026
First Trust Advisors LPReduce 59.38%-$12.3M$8.4M0.00%Aug 11, 2026
Cinctive Capital Management LPAdded 220.45%+$11.5M$16.8M0.62%Aug 14, 2026
Cander Asset Management LPReduce 31.19%-$9.1M$20.1M3.72%Aug 14, 2026
Freestone Grove Partners LPAdded 11.33%+$9.05M$88.9M0.57%Aug 14, 2026
Jain Global LLCSell 100%-$5.89M$00.00%Aug 14, 2026
Axiom Investors LLCAdded 46.10%+$4.92M$15.6M0.14%Aug 12, 2026
Bridgewater Associates, LPReduce 20.29%-$4.37M$17.2M0.07%Aug 14, 2026
Trillium Asset Management, LLCNew Buy+$4.3M$4.3M0.13%Aug 11, 2026
Capital Fund Management S.A.Added 138.31%+$4.03M$6.95M0.03%Aug 13, 2026
New Age Alpha Advisors, LLCNew Buy+$3.61M$3.61M0.15%Aug 13, 2026
Weiss Asset Management LPNew Buy+$2.99M$2.99M0.03%Aug 14, 2026
Nomura Asset Management International Inc.Reduce 1.53%-$2.79M$180M0.27%Aug 14, 2026
Great Lakes Advisors, LLCReduce 36.75%-$2.36M$4.07M0.03%Aug 10, 2026
Rafferty Asset Management, LLCReduce 36.53%-$2.09M$3.63M0.01%Aug 14, 2026
Endeavour Capital Advisors IncReduce 8.45%-$2.06M$22.3M4.58%Aug 7, 2026
Wedge Capital Management L L PReduce 4.84%-$1.85M$36.4M0.60%Jul 10, 2026
Salzhauer MichaelReduce 78.63%-$1.84M$501K0.17%Jul 20, 2026
BW Gestao de Investimentos Ltda.Added 17.14%+$1.76M$12M0.24%Aug 14, 2026
Vestcor IncNew Buy+$1.61M$1.61M0.04%Aug 11, 2026
Massar Capital Management, LPNew Buy+$1.6M$1.6M0.16%Aug 14, 2026
Jefferies Financial Group Inc.New Buy+$1.5M$1.5M0.01%Aug 17, 2026
Retirement Systems of AlabamaReduce 16.01%-$1.38M$7.22M0.02%Jul 28, 2026
Karl Kapital LLCAdded 21.53%+$1.27M$7.19M4.28%Aug 14, 2026
Investors Research CorpSell 100%-$1.24M$00.00%Jul 10, 2026
Oliver Luxxe Assets LLCReduce 32.25%-$1.14M$2.4M0.35%Jul 9, 2026
Revolve Wealth Partners, LLCNew Buy+$1.01M$1.01M0.10%Jul 9, 2026
Elo Mutual Pension Insurance CoSell 100%-$974K$00.00%Aug 13, 2026
Maltese Capital Management LLCReduce 13.33%-$743K$4.83M0.88%Aug 14, 2026
Morse Asset Management, IncAdded 42.82%+$718K$2.4M0.40%Aug 13, 2026
Axq Capital, LPReduce 70.11%-$715K$305K0.03%Aug 6, 2026
Quantinno Capital Management LPAdded 38.77%+$698K$2.5M0.00%Aug 13, 2026
World Investment AdvisorsReduce 25.43%-$625K$1.83M0.03%Aug 14, 2026
Vinva Investment Management LtdSell 100%-$623K$00.00%Aug 14, 2026
Aspen Grove Capital, LLCReduce 3.82%-$609K$15.3M2.21%Aug 14, 2026
EJF Capital LPReduce 12.43%-$589K$4.15M2.77%Aug 13, 2026
Leeward Investments, LLC - MAReduce 2.14%-$583K$26.7M1.21%Jul 30, 2026
Jackson Square Capital, LLCAdded 231.73%+$549K$786K0.11%Jul 21, 2026
Picton Mahoney Asset ManagementReduce 2.38%-$547K$22.5M0.17%Aug 13, 2026
Gateway Investment Advisers LLCNew Buy+$545K$545K0.01%Jul 20, 2026
Valley Wealth Managers, Inc.Reduce 65.87%-$543K$281K0.02%Aug 4, 2026
Northwest & Ethical Investments L.P.Reduce 62.16%-$527K$321K0.01%Aug 13, 2026
Thrivent Financial for LutheransAdded 0.94%+$493K$52.9M0.09%Aug 14, 2026
Evolve Private Wealth, LLCReduce 55.43%-$473K$380K0.02%Aug 12, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 83.98%-$450K$85.9K0.00%Aug 6, 2026
Sivia Capital Partners, LLCNew Buy+$447K$447K0.05%Jul 23, 2026
BTG Pactual Asset Management US LLCNew Buy+$423K$423K0.03%Aug 14, 2026
Segall Bryant & Hamill, LLCReduce 7.72%-$388K$4.64M0.06%Aug 12, 2026
SummitTX Capital, L.P.Sell 100%-$385K$00.00%Aug 14, 2026
Numerai GP LLCSell 100%-$367K$00.00%Aug 14, 2026
Blueshift Asset Management, LLCNew Buy+$354K$354K0.08%Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLCAdded 33.26%+$311K$1.25M0.00%Aug 13, 2026
MQS Management LLCNew Buy+$278K$278K0.34%Aug 7, 2026
Proficio Capital Partners LLCNew Buy+$276K$276K0.01%Aug 17, 2026
GTS Securities LLCReduce 59.78%-$263K$177K0.00%Aug 14, 2026
Pictet Asset Management Holding SAReduce 19.94%-$250K$1M0.00%Jul 30, 2026
Pacer Advisors, Inc.Added 29.66%+$240K$1.05M0.00%Aug 13, 2026
Shufro Rose & Co LLCSell 100%-$233K$00.00%Aug 12, 2026
PSI Advisors, LLCReduce 50.00%-$223K$223K0.05%Aug 3, 2026
Fiduciary Trust CoAdded 36.04%+$220K$832K0.01%Aug 13, 2026
Lighthouse Investment Partners, LLCReduce 8.43%-$218K$2.37M0.06%Aug 14, 2026
Inceptionr LLCNew Buy+$215K$215K0.05%Aug 11, 2026
Sequoia Financial Advisors, LLCAdded 22.38%+$201K$1.1M0.01%Jul 17, 2026
Tidal Investments LLCAdded 24.31%+$201K$1.03M0.00%Aug 13, 2026
Affinity Wealth Management LLCNew Buy+$200K$200K0.03%Jul 22, 2026
Cogent Private Wealth, Inc.New Buy+$183K$183K0.11%Aug 5, 2026
Evoke Wealth, LLCSell 100%-$177K$00.00%Aug 10, 2026
Waddell & Associates, LLCSell 100%-$167K$00.00%Jul 15, 2026
Mcguire Capital Advisors IncAdded 46.40%+$161K$509K0.28%Aug 14, 2026
Canada Pension Plan Investment BoardNew Buy+$161K$161K0.00%Aug 14, 2026
Inspire Advisors, LLCNew Buy+$160K$160K0.01%Aug 13, 2026
&PartnersNew Buy+$154K$154K0.00%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdReduce 2.23%-$149K$6.52M0.00%Aug 13, 2026
Guggenheim Capital LLCAdded 19.78%+$148K$899K0.01%Aug 12, 2026
Teachers Retirement System of the State of KentuckyAdded 7.22%+$147K$2.18M0.01%Aug 12, 2026
Premier Path Wealth Partners, LLCSell 100%-$131K$00.00%Jul 21, 2026
Yousif Capital Management, LLCReduce 6.13%-$126K$1.93M0.02%Jul 16, 2026
1832 Asset Management L.P.Reduce 15.07%-$120K$676K0.00%Aug 13, 2026
EMC Capital ManagementSell 100%-$116K$00.00%Jul 29, 2026
Cassaday & Co Wealth Management LLCNew Buy+$114K$114K0.00%Aug 10, 2026
Aviva PLCReduce 18.15%-$113K$512K0.00%Aug 13, 2026
Vise Technologies, Inc.Added 42.12%+$106K$358K0.00%Aug 11, 2026
Pine Valley Investments Ltd Liability CoAdded 40.39%+$101K$353K0.01%Jul 24, 2026
Graham Capital Management, L.P.Reduce 3.18%-$93.5K$2.85M0.05%Aug 14, 2026
First Manhattan Co. LLC.Reduce 12.75%-$76.8K$525K0.00%Aug 14, 2026
Paragon Capital Management LtdReduce 24.83%-$76.7K$232K0.04%Jul 29, 2026
Legato Capital Management LLCAdded 7.40%+$76.5K$1.11M0.09%Aug 6, 2026
Integrated Quantitative Investments LLCAdded 5.83%+$76.5K$1.39M0.23%Aug 14, 2026
Citizens Financial Group IncReduce 16.61%-$74.3K$373K0.00%Aug 7, 2026
Tokio Marine Asset Management Co LtdNew Buy+$72K$72K0.00%Jul 30, 2026
Point Nemo Capital, LLCAdded 4.24%+$67.4K$1.66M0.84%Aug 7, 2026
Choreo, LLCReduce 18.86%-$66.4K$286K0.00%Aug 4, 2026
Greenleaf TrustReduce 8.61%-$61.4K$651K0.01%Jul 21, 2026
Inspire Investing, LLCAdded 9.80%+$60.4K$677K0.03%Aug 12, 2026
Keybank National AssociationAdded 22.45%+$56.6K$309K0.00%Jul 28, 2026

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