Valley National Bancorp: which funds bought and sold

Institutions that bought and sold Valley National Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 235 institutions that filed 13F reports for both quarters added to or opened positions in Valley National Bancorp, and 186 cut or closed them. Together they added a net 10.7M shares, +2.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 9.2M shares (+9.8%); index fund managers were net buyers of 4.3M shares (+2.5%). 45 opened a new position and 42 sold out entirely.

Bought, Q2 2026 235 institutions, 45 of them new holders Sold, Q2 2026 186 institutions, 42 of them sold out

Net change, all compared +10.7M shares (+2.6%)

Net change, active managers +9.2M shares (+9.8%), 30 bought, 26 sold

Buyers versus sellers

institutions compared, 499

235 bought 78 186 sold

Active managers and hedge funds 30 bought · 26 sold · +9.2M

Index fund managers 9 bought · 3 sold · +4.3M

Other institutions 196 bought · 157 sold · −2.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+4.6M +29.5%	20.1M	$294M
Blackrock, Inc. Index funds	+3.0M +4.2%	73.7M	$1.1B
Artemis Investment Management LLP Active manager	+2.4M +49.5%	7.3M	$107M
Walleye Capital LLC Hedge fund	+2.2M +199118.9%	2.2M	$32.7M
Mackenzie Financial Corp	+2.0M +253.3%	2.8M	$40.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.7M +7301.3%	1.7M	$25.5M
Azora Capital LP Hedge fund	+1.3M +14.5%	10.2M	$150M
First Eagle Investment Management, LLC Active manager	+1.3M +130.2%	2.2M	$32.8M
Morgan Stanley	+1.2M +20.1%	7.3M	$106M
Callodine Capital Management, LP	+1.1M New position	1.1M	$15.5M
Goldman Sachs Group Inc	+995K +12.7%	8.8M	$129M
Prudential Financial Inc	+943K +743.2%	1.1M	$15.7M
Cinctive Capital Management LP Hedge fund	+788K +220.4%	1.1M	$16.8M
Dimensional Fund Advisors LP	+784K +2.6%	30.5M	$447M
Cambria Investment Management, L.P.	+643K New position	643K	$9.4M
Freestone Grove Partners LP Hedge fund	+618K +11.3%	6.1M	$88.9M
Algert Global LLC Hedge fund	+577K +77.8%	1.3M	$19.3M
Geode Capital Management, LLC Index funds	+541K +3.7%	15.2M	$223M
State Street Corp Index funds	+475K +2.0%	23.8M	$351M
J.W. Cole Advisors, Inc.	+362K New position	362K	$5.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	+4.6M +29.5%	20.1M	$294M
Artemis Investment Management LLP Active manager	+2.4M +49.5%	7.3M	$107M
Walleye Capital LLC Hedge fund	+2.2M +199118.9%	2.2M	$32.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.7M +7301.3%	1.7M	$25.5M
Azora Capital LP Hedge fund	+1.3M +14.5%	10.2M	$150M
First Eagle Investment Management, LLC Active manager	+1.3M +130.2%	2.2M	$32.8M
Cinctive Capital Management LP Hedge fund	+788K +220.4%	1.1M	$16.8M
Freestone Grove Partners LP Hedge fund	+618K +11.3%	6.1M	$88.9M
Algert Global LLC Hedge fund	+577K +77.8%	1.3M	$19.3M
Axiom Investors LLC Active manager	+336K +46.1%	1.1M	$15.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
UBS Group AG	−3.8M −51.3%	3.6M	$53.2M
Fuller & Thaler Asset Management, Inc.	−2.5M −50.1%	2.5M	$36.3M
Squarepoint Ops LLC Hedge fund	−1.8M −46.5%	2.1M	$31M
Voloridge Investment Management, LLC Hedge fund	−1.7M −90.8%	176K	$2.6M
AQR Capital Management LLC Hedge fund	−903K −8.8%	9.4M	$137M
Jane Street Group, LLC	−883K −97.3%	25K	$363,891
First Trust Advisors LP	−838K −59.4%	573K	$8.4M
Invesco Ltd.	−623K −24.2%	2.0M	$28.6M
Cander Asset Management LP	−621K −31.2%	1.4M	$20.1M
Qube Research & Technologies Ltd Hedge fund	−616K −63.5%	355K	$5.2M
HRT Financial LP	−517K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−513K −95.4%	25K	$360,024
Susquehanna International Group, LLP	−486K −67.8%	231K	$3.4M
Jain Global LLC Hedge fund	−480K Sold out	0	—
Marshall Wace, LLP Hedge fund	−436K −9.6%	4.1M	$60M
Ieq Capital, LLC	−386K −45.8%	457K	$6.7M
Alliancebernstein L.P. Active manager	−369K −27.4%	979K	$12M
Voya Investment Management LLC	−367K −6.1%	5.6M	$82.3M
Bridgewater Associates, LP Hedge fund	−298K −20.3%	1.2M	$17.2M
Bank Of America Corp	−288K −7.3%	3.6M	$53.2M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Squarepoint Ops LLC Hedge fund	−1.8M −46.5%	2.1M	$31M
Voloridge Investment Management, LLC Hedge fund	−1.7M −90.8%	176K	$2.6M
AQR Capital Management LLC Hedge fund	−903K −8.8%	9.4M	$137M
Qube Research & Technologies Ltd Hedge fund	−616K −63.5%	355K	$5.2M
Exoduspoint Capital Management, LP Hedge fund	−513K −95.4%	25K	$360,024
Jain Global LLC Hedge fund	−480K Sold out	0	—
Marshall Wace, LLP Hedge fund	−436K −9.6%	4.1M	$60M
Alliancebernstein L.P. Active manager	−369K −27.4%	979K	$12M
Bridgewater Associates, LP Hedge fund	−298K −20.3%	1.2M	$17.2M
Tudor Investment Corp Et Al Hedge fund	−228K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Callodine Capital Management, LP	1.1M	$15.5M
Cambria Investment Management, L.P.	643K	$9.4M
J.W. Cole Advisors, Inc.	362K	$5.3M
Trillium Asset Management, LLC	293K	$4.3M
Point72 Asset Management, L.P.Hedge fund	282K	$4.1M
New Age Alpha Advisors, LLC	246K	$3.6M
Vestcor Inc	110K	$1.6M
Massar Capital Management, LP	109K	$1.6M
Jefferies Financial Group Inc.	102K	$1.5M
Revolve Wealth Partners, LLC	69K	$1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
HRT Financial LP	517K	$6.4M
Jain Global LLCHedge fund	480K	$5.9M
Connor, Clark & Lunn Investment Management Ltd.	241K	$3M
Tudor Investment Corp Et AlHedge fund	228K	$2.8M
Engineers Gate Manager LPHedge fund	158K	$1.9M
Investors Research Corp	101K	$1.2M
Elo Mutual Pension Insurance Co	79K	$974,258
Simplex Trading, LLC	70K	$855,535
Mirabella Financial Services LLP	67K	$822,490
Dark Forest Capital Management LP	58K	$718,012

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 468
Ten largest holders: 56.8%
Index fund managers: 41.7%
Active managers and hedge funds: 24.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	30	26	1	6	+9.2M	+9.8%
Index fund managers	9	3	0	0	+4.3M	+2.5%
Other institutions	196	157	44	36	−2.8M	−2.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Valley National Bancorp.

Only managers that filed a holdings report for both quarters are compared (499 here). 23 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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