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VBTX

Veritex Holdings
VBTX

Delisted

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

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172 hedge funds and large institutions have $1.35B invested in Veritex Holdings in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more capital invested

Capital invested by funds: $1.04B → $1.35B (+$308M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1.89% more ownership

Funds ownership: 81.56% → 83.45% (+1.9%)

1% more funds holding

Funds holding: 170 → 172 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

Holders
172
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
55
Reduced
63
Closed
18
Calls
$2.55M
Puts
–
Net Calls
+$2.55M
Net Calls Change
+$1.54M

Top Buyers

Rank Fund Capital Flow
1
WHG
Westwood Holdings Group
Texas
+$36.6M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.2M
3
State Street
State Street
Massachusetts
+$10.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$3.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$16.1M
2
ECA
Endeavour Capital Advisors
Connecticut
-$9.99M
3
KCM
Kennedy Capital Management
Missouri
-$8.62M
4
SCA
Stieven Capital Advisors
Missouri
-$8.18M
5
Victory Capital Management
Victory Capital Management
Texas
-$6.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMCA
176
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$996K -38,800 Closed
GCP
177
GSA Capital Partners
United Kingdom
– -$755K -29,433 Closed
MSA
178
Mason Street Advisors
Wisconsin
– -$475K -18,519 Closed
AA
179
ALPS Advisors
Colorado
– -$388K -15,104 Closed
HWA
180
Hillcrest Wealth Advisors
New Jersey
– -$268K -10,454 Closed
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
– -$187K -7,285 Closed
AAM
182
Advisors Asset Management
Colorado
– -$121K -4,702 Closed
FTDI
183
First Trust Direct Indexing
Massachusetts
– -$69K -2,702 Closed
CCA
184
Childress Capital Advisors
Texas
– -$61K -2,395 Closed
ASN
185
Advisory Services Network
Georgia
– -$24K -949 Closed
CAAS
186
Capital Asset Advisory Services
Michigan
– -$15K -573 Closed
PWPS
187
Pinnacle Wealth Planning Services
Ohio
– -$9K -361 Closed
VCG
188
Vantage Consulting Group
Virginia
– -$4K -147 Closed
HGWM
189
Harvest Group Wealth Management
Massachusetts
– -$1K -53 Closed
4 5 6 7
8

VBTX Hedge Fund Activity: Q1 2021 in Review

172 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q1 2021, worth a combined $1.35B — up 30% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VBTX positions and 18 closed out — a net gain of 3 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $36.6M. The largest seller was LSV Asset Management, cutting an estimated $16.1M.

  • 172 institutional investors held Veritex Holdings (VBTX) as of Q1 2021, up from 170 in Q4 2020.
  • Funds reported $1.35B of Veritex Holdings stock for Q1 2021, up 30% quarter-over-quarter.
  • 21 funds opened new Veritex Holdings positions in Q1 2021 and 18 closed out, a net change of +3 holders.
  • The largest Veritex Holdings buyer in Q1 2021 was Westwood Holdings Group, an estimated $36.6M added.
  • The largest Veritex Holdings seller in Q1 2021 was LSV Asset Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2021.