Veritex Holdings
VBTX
VBTX was delisted on the 17th of October, 2025.
216 hedge funds and large institutions have $1.14B invested in Veritex Holdings in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 20 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
65% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 20
35% more capital invested
Capital invested by funds: $844M → $1.14B (+$297M)
6% more funds holding
Funds holding: 204 → 216 (+12)
3.63% more ownership
Funds ownership: 86.57% → 90.21% (+3.6%)
9% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 68
37% less call options, than puts
Call options by funds: $300K | Put options by funds: $475K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$6.02M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.83M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$4.83M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$7.91M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$4.45M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$3.21M |
| 4 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$2.46M |
| 5 |
BlackRock
New York
|
-$2.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCM
226
Graham Capital Management
Rowayton,
Connecticut
| – | -$303K | -16,861 | Closed |
|
227
Balyasny Asset Management
Chicago,
Illinois
| – | -$292K | -16,256 | Closed |
|
|
XT
228
XTX Topco
George Town,
Cayman Islands
| – | -$238K | -13,284 | Closed |
|
229
Arrowstreet Capital
Boston,
Massachusetts
| – | -$235K | -13,100 | Closed |
|
|
WAM
230
Watershed Asset Management
San Francisco,
California
| – | -$227K | -12,646 | Closed |
|
|
ECM
231
Everence Capital Management
Goshen,
Indiana
| – | -$210 | -11,700 | Closed |
|
232
Point72 Asset Management
Stamford,
Connecticut
| – | -$36.8K | -2,050 | Closed |
|
|
CAS
233
Coppell Advisory Solutions
Coppell,
Texas
| – | -$41.4K | -1,476 | Closed |
|
|
QL
234
Quarry LP
New York
| – | -$20.3K | -1,132 | Closed |
|
|
RFG
235
RFP Financial Group
Atlanta,
Georgia
| – | -$700 | -39 | Closed |
|
236
Simplex Trading
Chicago,
Illinois
| – | +$768 | +39 | New |
|
VBTX Hedge Fund Activity: Q4 2023 in Review
216 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q4 2023, worth a combined $1.14B — up 35% from $844M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new VBTX positions and 20 closed out — a net gain of 13 holders — while 74 added to existing stakes and 68 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18M. The largest seller was JP Morgan Chase, cutting an estimated $7.91M.
- 216 institutional investors held Veritex Holdings (VBTX) as of Q4 2023, up from 204 in Q3 2023.
- Funds reported $1.14B of Veritex Holdings stock for Q4 2023, up 35% quarter-over-quarter.
- 33 funds opened new Veritex Holdings positions in Q4 2023 and 20 closed out, a net change of +13 holders.
- The largest Veritex Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $18M added.
- The largest Veritex Holdings seller in Q4 2023 was JP Morgan Chase, an estimated $7.91M sold.
Based on aggregated 13F filings for Q4 2023.