Veritex Holdings
VBTX
VBTX was delisted on the 17th of October, 2025.
204 hedge funds and large institutions have $862M invested in Veritex Holdings in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 41 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 70
0.37% more ownership
Funds ownership: 86.6% → 86.97% (+0.37%)
9% less funds holding
Funds holding: 223 → 204 (-19)
32% less capital invested
Capital invested by funds: $1.27B → $862M (-$405M)
41% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 41
83% less call options, than puts
Call options by funds: $211K | Put options by funds: $1.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.8M |
| 2 |
Millennium Management
New York
|
+$14.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$13.9M |
| 4 |
Morgan Stanley
New York
|
+$7.5M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$21M |
| 2 |
ClearBridge Investments
New York
|
-$12.6M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$11.2M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$10.7M |
| 5 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$9.07M |
VBTX Hedge Fund Activity: Q1 2023 in Review
204 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q1 2023, worth a combined $862M — down 32% from $1.27B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of VBTX and 24 opened new positions — a net loss of 17 holders — while 70 trimmed existing stakes and 81 added.
The largest buyer was Wellington Management Group, adding an estimated $17.8M. The largest seller was JP Morgan Chase, cutting an estimated $21M.
- 204 institutional investors held Veritex Holdings (VBTX) as of Q1 2023, down from 223 in Q4 2022.
- Funds reported $862M of Veritex Holdings stock for Q1 2023, down 32% quarter-over-quarter.
- 24 funds opened new Veritex Holdings positions in Q1 2023 and 41 closed out, a net change of -17 holders.
- The largest Veritex Holdings buyer in Q1 2023 was Wellington Management Group, an estimated $17.8M added.
- The largest Veritex Holdings seller in Q1 2023 was JP Morgan Chase, an estimated $21M sold.
Based on aggregated 13F filings for Q1 2023.