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VBTX

Veritex Holdings

Delisted

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

234 hedge funds and large institutions have $1.27B invested in Veritex Holdings in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 80 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,497% more call options, than puts

Call options by funds: $463K | Put options by funds: $29K

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $999M → $1.27B (+$272M)

8% more funds holding

Funds holding: 217234 (+17)

1.89% more ownership

Funds ownership: 86.9%88.79% (+1.9%)

8% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 80

Holders
234
Holders Change
+17
Holders Change %
+7.83%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
28
Increased
74
Reduced
80
Closed
11
Calls
$463K
Puts
$29K
Net Calls
+$434K
Net Calls Change
+$464K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
201
Smartleaf Asset Management
Massachusetts
$11.3K +$355 +15 +4%
Mitsubishi UFJ Asset Management
202
Mitsubishi UFJ Asset Management
Japan
$11.2K
EWA
203
EverSource Wealth Advisors
Alabama
$9.16K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$8.47K +$853 +36 +13%
TWD
205
True Wealth Design
Ohio
$8.29K +$7.46K +315 New
GKIM
206
GW&K Investment Management
Massachusetts
$8K
LI
207
LRI Investments
Florida
$6.32K +$924 +39 +22%
QCG
208
Quadrant Capital Group
Ohio
$6.19K
VCM
209
Versant Capital Management
Arizona
$6.08K -$95 -4 -2%
S
210
SignatureFD
Georgia
$5.84K
Bessemer Group
211
Bessemer Group
New Jersey
$5K +$1.3K +55 +41%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$4.97K
SCM
213
Sterling Capital Management
North Carolina
$4.79K +$4.31K +182 New
UB
214
UMB Bank
Missouri
$4.68K +$2.35K +99 +125%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$3.95K
CAL
216
Capital Advisors Ltd
Ohio
$3K
Osaic Holdings
217
Osaic Holdings
Arizona
$2.95K
BTI
218
Blue Trust Inc
Georgia
$2.49K +$877 +37 +46%
PS
219
Principal Securities
Iowa
$2.16K +$450 +19 +30%
RIL
220
Rothschild Investment LLC
Illinois
$1.84K +$592 +25 +56%
LC
221
Lindbrook Capital
California
$1.79K
FFO
222
Fortitude Family Office
Arizona
$1.68K
AF
223
Allworth Financial
California
$1.4K
PWMG
224
Private Wealth Management Group
New Jersey
$1.16K
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.03K

VBTX Hedge Fund Activity: Q3 2024 in Review

234 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q3 2024, worth a combined $1.27B — up 27% from $999M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new VBTX positions and 11 closed out — a net gain of 17 holders — while 74 added to existing stakes and 80 trimmed.

The largest buyer was Mesirow Institutional Investment Management, opening a new position worth an estimated $13.9M. The largest seller was North Reef Capital Management, cutting an estimated $20.4M.

  • 234 institutional investors held Veritex Holdings (VBTX) as of Q3 2024, up from 217 in Q2 2024.
  • Funds reported $1.27B of Veritex Holdings stock for Q3 2024, up 27% quarter-over-quarter.
  • 28 funds opened new Veritex Holdings positions in Q3 2024 and 11 closed out, a net change of +17 holders.
  • The largest Veritex Holdings buyer in Q3 2024 was Mesirow Institutional Investment Management, an estimated $13.9M added.
  • The largest Veritex Holdings seller in Q3 2024 was North Reef Capital Management, an estimated $20.4M sold.

Based on aggregated 13F filings for Q3 2024.