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VBTX

Veritex Holdings

Delisted

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

185 hedge funds and large institutions have $1.62B invested in Veritex Holdings in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $4.85M | Put options by funds: $1.02M

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

10% more capital invested

Capital invested by funds: $1.47B → $1.62B (+$149M)

5% more funds holding

Funds holding: 176185 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 83.63%83.27% (-0.36%)

18% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 68

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
56
Reduced
68
Closed
11
Calls
$4.85M
Puts
$1.02M
Net Calls
+$3.83M
Net Calls Change
+$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
176
Group One Trading
Illinois
$4K
PCG
177
Private Capital Group
Connecticut
$4K +$35 +1 +1%
FPS
178
Fieldpoint Private Securities
Connecticut
$3K
LC
179
Lindbrook Capital
California
$3K
Fidelity Investments
180
Fidelity Investments
Massachusetts
$3K +$348 +10 +16%
AWA
181
Arkadios Wealth Advisors
Georgia
$3K +$3.48K +100 New
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$2K
TFO
183
Tarbox Family Office
California
$2K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$112
MFIMFI
185
Mesirow Financial Investment Management - Fixed Income
Illinois
-$6.64M -187,470 Closed
RIM
186
Ranger Investment Management
Texas
-$3.73M -105,350 Closed
PFM
187
Premier Fund Managers
United Kingdom
-$1.75M -49,500 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.37M -38,800 Closed
LSV Asset Management
189
LSV Asset Management
Illinois
-$435K -12,300 Closed
Creative Planning
190
Creative Planning
Kansas
-$412K -11,648 Closed
GC
191
Guggenheim Capital
Illinois
-$343K -9,691 Closed
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
-$219K -6,189 Closed
NFSG
193
Newbridge Financial Services Group
Florida
-$36K -1,030 Closed
ASN
194
Advisory Services Network
Georgia
-$34K -949 Closed
PAM
195
Panagora Asset Management
Massachusetts
-$1K -32 Closed
HI
196
Harbour Investments
Wisconsin
+$35 +1 +20%

VBTX Hedge Fund Activity: Q3 2021 in Review

185 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q3 2021, worth a combined $1.62B — up 10% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VBTX positions and 11 closed out — a net gain of 10 holders — while 56 added to existing stakes and 68 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $45.2M. The largest seller was Westwood Holdings Group, cutting an estimated $11.4M.

  • 185 institutional investors held Veritex Holdings (VBTX) as of Q3 2021, up from 176 in Q2 2021.
  • Funds reported $1.62B of Veritex Holdings stock for Q3 2021, up 10% quarter-over-quarter.
  • 21 funds opened new Veritex Holdings positions in Q3 2021 and 11 closed out, a net change of +10 holders.
  • The largest Veritex Holdings buyer in Q3 2021 was William Blair Investment Management, an estimated $45.2M added.
  • The largest Veritex Holdings seller in Q3 2021 was Westwood Holdings Group, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2021.