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VBTX

Veritex Holdings

Delisted

VBTX was delisted on the 17th of October, 2025.

246 hedge funds and large institutions have $1.23B invested in Veritex Holdings in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 243246 (+3)

2% more capital invested

Capital invested by funds: $1.21B → $1.23B (+$21.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 89

2.08% less ownership

Funds ownership: 88.49%86.41% (-2.1%)

Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
87
Reduced
89
Closed
23
Calls
$653K
Puts
Net Calls
+$653K
Net Calls Change
-$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$4.93K
RIL
227
Rothschild Investment LLC
Illinois
$4.83K +$1.67K +70 +61%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$4.2K +$2.55K +107 +198%
TPWA
229
Twin Peaks Wealth Advisors
California
$4.19K +$3.15K +132 New
CAL
230
Capital Advisors Ltd
Ohio
$3K
PS
231
Principal Securities
Iowa
$2.71K +$524 +22 +27%
WSFS
232
Wilmington Savings Fund Society
Delaware
$1.62K +$286 +12 +24%
BWL
233
Bogart Wealth LLC
Virginia
$1.38K
PWMG
234
Private Wealth Management Group
New Jersey
$1.15K
TSMHT
235
Thurston Springer Miller Herd & Titak
Indiana
$1.15K
GRP
236
Global Retirement Partners
California
$1.03K +$954 +40 New
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$1.02K
Acadian Asset Management
238
Acadian Asset Management
Massachusetts
$1K -$25.8K -1,084 -95%
FFO
239
Fortitude Family Office
Arizona
$966 -$644 -27 -42%
CT
240
Clearstead Trust
Maine
$444 +$405 +17 New
TWD
241
True Wealth Design
Ohio
$183 -$3.69K -155 -96%
LFG
242
Larson Financial Group
Missouri
$183 -$72 -3 -30%
SS
243
SBI Securities
Japan
$52
SC
244
Stephens Consulting
Michigan
$27 -$334 -14 -93%
HNB
245
Huntington National Bank
Ohio
$26
BCM
246
Basswood Capital Management
New York
-$13.6M -546,513 Closed
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
-$10.2M -416,497 Closed
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
-$8.56M -342,836 Closed
RBA
249
Richard Bernstein Advisors
New York
-$3.53M -141,430 Closed
AIMCA
250
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$2.42M -97,100 Closed

VBTX Hedge Fund Activity: Q2 2025 in Review

246 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q2 2025, worth a combined $1.23B — up 1.8% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VBTX positions and 23 closed out — a net gain of 7 holders — while 87 added to existing stakes and 89 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $9.5M. The largest seller was MetLife Investment Management, cutting an estimated $13.9M.

  • 246 institutional investors held Veritex Holdings (VBTX) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.23B of Veritex Holdings stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 30 funds opened new Veritex Holdings positions in Q2 2025 and 23 closed out, a net change of +7 holders.
  • The largest Veritex Holdings buyer in Q2 2025 was Wellington Management Group, an estimated $9.5M added.
  • The largest Veritex Holdings seller in Q2 2025 was MetLife Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.