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VBTX

Veritex Holdings

Delisted

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

176 hedge funds and large institutions have $1.47B invested in Veritex Holdings in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

737% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $269K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $1.35B → $1.47B (+$126M)

2% more funds holding

Funds holding: 172176 (+4)

0.18% more ownership

Funds ownership: 83.45%83.63% (+0.18%)

29% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 72

Holders
176
Holders Change
+4
Holders Change %
+2.33%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
22
Increased
51
Reduced
72
Closed
18
Calls
$2.25M
Puts
$269K
Net Calls
+$1.98M
Net Calls Change
-$566K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$13.7M -$7.72M -220,657 -36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$13.7M +$817K +23,356 +6%
FHC
28
Forest Hill Capital
Arkansas
$13.3M
RCAMU
29
Rothschild & Co Asset Management US
Connecticut
$13.1M -$1.97M -56,253 -13%
Ameriprise
30
Ameriprise
Minnesota
$12.1M +$3.82M +109,123 +47%
Charles Schwab
31
Charles Schwab
California
$12M +$144K +4,129 +1%
N
32
Nuveen
North Carolina
$11.7M +$3.81M +108,926 +49%
JP Morgan Chase
33
JP Morgan Chase
New York
$10.2M +$364K +10,411 +4%
ECA
34
Endeavour Capital Advisors
Connecticut
$10M -$3.6M -103,009 -27%
SEI Investments
35
SEI Investments
Pennsylvania
$8.19M -$222K -6,338 -3%
Invesco
36
Invesco
Georgia
$7.91M +$705K +20,163 +10%
WCM
37
Wedge Capital Management
North Carolina
$7.77M -$1.53M -43,822 -17%
CIM
38
Confluence Investment Management
Missouri
$7.41M -$295K -8,426 -4%
BCM
39
Bridgeway Capital Management
Texas
$6.92M -$525K -15,000 -7%
MFIMFI
40
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.64M -$2.35M -67,225 -26%
PPA
41
Parametric Portfolio Associates
Washington
$6.63M +$309K +8,837 +5%
Morgan Stanley
42
Morgan Stanley
New York
$6.45M +$1.89M +53,916 +42%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.52M -$361K -10,317 -6%
First Trust Advisors
44
First Trust Advisors
Illinois
$5.41M -$509K -14,542 -9%
EPCA
45
Elizabeth Park Capital Advisors
Ohio
$4.98M +$4.92M +140,674 New
Bank of America
46
Bank of America
North Carolina
$4.62M -$2.08M -59,493 -31%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$4.61M -$4.27M -122,194 -48%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.4M +$946K +27,042 +28%
Goldman Sachs
49
Goldman Sachs
New York
$4.24M -$1.23M -35,180 -23%
SCP
50
Siena Capital Partners
Illinois
$4.11M

VBTX Hedge Fund Activity: Q2 2021 in Review

176 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q2 2021, worth a combined $1.47B — up 9.3% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VBTX positions and 18 closed out — a net gain of 4 holders — while 51 added to existing stakes and 72 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $30M. The largest seller was LSV Asset Management, cutting an estimated $14.9M.

  • 176 institutional investors held Veritex Holdings (VBTX) as of Q2 2021, up from 172 in Q1 2021.
  • Funds reported $1.47B of Veritex Holdings stock for Q2 2021, up 9.3% quarter-over-quarter.
  • 22 funds opened new Veritex Holdings positions in Q2 2021 and 18 closed out, a net change of +4 holders.
  • The largest Veritex Holdings buyer in Q2 2021 was Wellington Management Group, an estimated $30M added.
  • The largest Veritex Holdings seller in Q2 2021 was LSV Asset Management, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2021.