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VBTX

Veritex Holdings

Delisted

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

240 hedge funds and large institutions have $1.34B invested in Veritex Holdings in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 82 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,854% more call options, than puts

Call options by funds: $709K | Put options by funds: $24K

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $1.27B → $1.34B (+$65.9M)

3% more funds holding

Funds holding: 234240 (+6)

1.57% more ownership

Funds ownership: 88.79%90.37% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 82

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
76
Reduced
82
Closed
23
Calls
$709K
Puts
$24K
Net Calls
+$685K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
RS
201
R Squared
Hong Kong
$44.5K +$46.2K +1,640 New
QL
202
Quarry LP
New York
$41.5K +$23.2K +824 +117%
UFF
203
USA Financial Formulas
Michigan
$31.7K +$32.9K +1,168 New
SAM
204
Smartleaf Asset Management
Massachusetts
$19.2K +$7.67K +272 +62%
FFA
205
Farther Finance Advisors
California
$16.9K -$733 -26 -4%
Mitsubishi UFJ Asset Management
206
Mitsubishi UFJ Asset Management
Japan
$11.3K
ACM
207
Aster Capital Management
United Arab Emirates
$10.8K +$11.2K +397 New
EWA
208
EverSource Wealth Advisors
Alabama
$10.2K +$789 +28 +8%
TWD
209
True Wealth Design
Ohio
$9.72K +$1.21K +43 +14%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$8.94K +$197 +7 +2%
VCM
211
Versant Capital Management
Arizona
$6.6K +$338 +12 +5%
QCG
212
Quadrant Capital Group
Ohio
$6.38K
S
213
SignatureFD
Georgia
$6.03K
LI
214
LRI Investments
Florida
$5.84K
TSMHT
215
Thurston Springer Miller Herd & Titak
Indiana
$5.57K +$4.68K +166 +426%
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$5.13K
Bessemer Group
217
Bessemer Group
New Jersey
$5K
UB
218
UMB Bank
Missouri
$4.83K
GRP
219
Global Retirement Partners
California
$4.24K +$4.4K +156 New
Nisa Investment Advisors
220
Nisa Investment Advisors
Missouri
$4.07K
BWL
221
Bogart Wealth LLC
Virginia
$3.96K +$4.12K +146 New
PA
222
Parallel Advisors
California
$3.5K +$3.64K +129 New
CAL
223
Capital Advisors Ltd
Ohio
$3K
PS
224
Principal Securities
Iowa
$2.23K
RIL
225
Rothschild Investment LLC
Illinois
$2.17K +$282 +10 +14%

VBTX Hedge Fund Activity: Q4 2024 in Review

240 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q4 2024, worth a combined $1.34B — up 5.2% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VBTX positions and 23 closed out — a net gain of 9 holders — while 76 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $18.7M. The largest seller was Westwood Holdings Group, cutting an estimated $16.3M.

  • 240 institutional investors held Veritex Holdings (VBTX) as of Q4 2024, up from 234 in Q3 2024.
  • Funds reported $1.34B of Veritex Holdings stock for Q4 2024, up 5.2% quarter-over-quarter.
  • 32 funds opened new Veritex Holdings positions in Q4 2024 and 23 closed out, a net change of +9 holders.
  • The largest Veritex Holdings buyer in Q4 2024 was Millennium Management, an estimated $18.7M added.
  • The largest Veritex Holdings seller in Q4 2024 was Westwood Holdings Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2024.