Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VALLEY NATL BANCORP (VLY)

438 + Investors. Track Smart Money conviction in VLY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +50
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — VLY

Based on 425 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
425 hedge funds hold VLY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

246 buying177 selling
Last quarter: 246 funds bought or added vs 177 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new VLY position: 48 → 56 → 59 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
254 out of 425 hedge funds have held VLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

62 → 48 → 56 → 59 → 92 new funds/Q
New funds entering each quarter: 48 → 56 → 59 → 92. A growing number of institutions are discovering VLY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 438 current holders: 294 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
41 of 425 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in VLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VLY

How many hedge funds hold VLY — quarterly history vs. share price
Quarterly hedge fund ownership of VLY vs. share price

Market Analysis: VLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VLY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

63 top-rated funds 1 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: VLY
2026 Q1 Stats Unlock in 9 days 438 + Investors

Track Smart Money conviction in VLY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 438 388 12.89%
13F Shares 417M 411M 1.46%
Total Value $4.89B $4.36B 12.11%
New Positions 93 60 +33
Increased Positions 173 166 +7
Closed Positions 43 47 -4
Reduced Positions 143 118 +25
Total Calls 8 9 -11.11%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.88 0.89 Neutral

Statistics: VLY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

438 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VLY. Verified SEC 13F-HR filings.

Top 25 institutional holders of VLY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HOURGLASS CAPITAL, LLC 1.33% 520,116 $6.4M
2 Leeward Investments, LLC - MA 1.13% 1,860,458 $22.8M
3 Artemis Investment Management LLP 0.63% 4,866,154 $59.8M
4 WEDGE CAPITAL MANAGEMENT L L P/NC 0.59% 2,612,297 $32.1M
5 Oliver Luxxe Assets LLC 0.45% 242,216 $3.0M
6 Watershed Asset Management, L.L.C. 0.42% 33,334 $409K
7 VAUGHAN & Co SECURITIES, INC. 0.35% 55,065 $676K
8 Consolidated Investment Group LLC 0.30% 226,200 $2.8M
9 ProVise Management Group, LLC 0.29% 327,018 $4.0M
10 BW Gestao de Investimentos Ltda. 0.29% 700,000 $8.6M
11 Investors Research Corp 0.24% 101,250 $1.2M
12 Smallwood Wealth Investment Management, LLC 0.18% 27,915 $343K
13 SALZHAUER MICHAEL 0.17% 160,000 $363K
14 Bayforest Capital Ltd 0.14% 9,881 $121K
15 Successful Portfolios LLC 0.13% 18,745 $230K
16 Carnegie Lake Advisors LLC 0.13% 25,862 $318K
17 NFSG Corp 0.10% 49,899 $613K
18 INTECH INVESTMENT MANAGEMENT LLC 0.10% 789,900 $9.7M
19 Ignite Planners, LLC 0.10% 50,373 $617K
20 RETIREMENT INCOME SOLUTIONS, INC 0.09% 42,438 $521K
21 Ledgewood Wealth Advisors, LLC 0.09% 12,617 $155K
22 W ADVISORS, LLC 0.08% 13,339 $164K
23 THRIVENT FINANCIAL FOR LUTHERANS 0.08% 3,574,049 $44K
24 Linden Thomas Advisory Services, LLC 0.07% 58,794 $722K
25 Abel Hall, LLC 0.07% 25,232 $310K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VALLEY NATL BANCORP (VLY)

What does the Smart Money Trend signal show for VLY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VLY?

Slight buying edge — 58% buying: Last quarter: 246 funds bought or added vs 177 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VLY holders?

Elite ownership — 50% AUM from top-100 funds: 41 of 425 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in VLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VLY?

60% of holders stayed for 2+ years: 254 out of 425 hedge funds have held VLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.