Veritex Holdings
VBTX
VBTX was delisted on the 17th of October, 2025.
211 hedge funds and large institutions have $851M invested in Veritex Holdings in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 24 closing their positions.
674% more call options, than puts
Call options by funds: $356K | Put options by funds: $46K
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
3% more funds holding
Funds holding: 204 → 211 (+7)
0.99% more ownership
Funds ownership: 86.97% → 87.96% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $862M → $851M (-$10.6M)
4% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$22.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$22.3M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$9.56M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$8.83M |
| 5 |
AG
Algert Global
San Francisco,
California
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$23.3M |
| 2 |
Millennium Management
New York
|
-$15M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$10.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$7.69M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$4.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
SG Americas Securities
New York
| – | -$175K | -9,567 | Closed |
|
|
SIM
227
Sandia Investment Management
Boston,
Massachusetts
| – | -$45.6K | -2,500 | Closed |
|
228
Cerity Partners
New York
| – | -$2.07M | -1,035 | Closed |
|
|
BAM
229
Belpointe Asset Management
Reno,
Nevada
| – | -$12.6K | -690 | Closed |
|
230
US Bancorp
Minneapolis,
Minnesota
| – | -$3.27K | -179 | Closed |
|
|
TWA
231
TCI Wealth Advisors
Tucson,
Arizona
| – | -$2.47K | -135 | Closed |
|
|
DI
232
Disciplined Investments
Tulsa,
Oklahoma
| – | -$73 | -4 | Closed |
|
|
JWA
233
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$19 | -1 | Closed |
|
|
SIC
234
SJS Investment Consulting
Sylvania,
Ohio
| – | -$19 | -1 | Closed |
|
VBTX Hedge Fund Activity: Q2 2023 in Review
211 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q2 2023, worth a combined $851M — down 1.2% from $862M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new VBTX positions and 24 closed out — a net gain of 8 holders — while 67 added to existing stakes and 70 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $22.6M. The largest seller was American Century Companies, cutting an estimated $23.3M.
- 211 institutional investors held Veritex Holdings (VBTX) as of Q2 2023, up from 204 in Q1 2023.
- Funds reported $851M of Veritex Holdings stock for Q2 2023, down 1.2% quarter-over-quarter.
- 32 funds opened new Veritex Holdings positions in Q2 2023 and 24 closed out, a net change of +8 holders.
- The largest Veritex Holdings buyer in Q2 2023 was Victory Capital Management, an estimated $22.6M added.
- The largest Veritex Holdings seller in Q2 2023 was American Century Companies, an estimated $23.3M sold.
Based on aggregated 13F filings for Q2 2023.