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VBTX

Veritex Holdings

Delisted

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

246 hedge funds and large institutions have $1.23B invested in Veritex Holdings in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 87 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

1% more funds holding

Funds holding: 243246 (+3)

2% more capital invested

Capital invested by funds: $1.21B → $1.23B (+$21.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 89

2.08% less ownership

Funds ownership: 88.49%86.41% (-2.1%)

Holders
246
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
87
Reduced
89
Closed
23
Calls
$653K
Puts
Net Calls
+$653K
Net Calls Change
-$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$62K -$37.6K -1,577 -40%
EWA
202
EverSource Wealth Advisors
Alabama
$41K +$27.1K +1,135 +260%
OWA
203
Opal Wealth Advisors
New York
$30.9K -$1.12K -47 -4%
SAM
204
Smartleaf Asset Management
Massachusetts
$27.2K +$8.34K +350 +51%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$20.7K +$286 +12 +2%
RA
206
Rise Advisors
New York
$19.8K
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$13K +$11.7K +492 New
VCM
208
Versant Capital Management
Arizona
$12.1K +$119 +5 +1%
QL
209
Quarry LP
New York
$12K -$145K -6,073 -93%
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$11.1K
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$9.55K -$810 -34 -9%
HFS
212
Hantz Financial Services
Michigan
$9K +$7.94K +333 +4,163%
FFA
213
Farther Finance Advisors
California
$8.93K -$2.48K -104 -23%
AF
214
Allworth Financial
California
$7.46K +$5.55K +233 +440%
CA
215
Clearstead Advisors
Ohio
$7.46K +$6.82K +286 New
EP
216
Essential Partners
California
$7.46K +$6.82K +286 New
BIG
217
Brooklyn Investment Group
New York
$7.39K -$763 -32 -10%
IA
218
IFP Advisors
Florida
$7.07K +$6.46K +271 New
Bessemer Group
219
Bessemer Group
New Jersey
$7K -$3.36K -141 -35%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$6.93K -$11.9K -500 -65%
UB
221
UMB Bank
Missouri
$6.84K +$2K +84 +47%
MCM
222
MAI Capital Management
Ohio
$6.13K +$5.6K +235 New
S
223
SignatureFD
Georgia
$5.79K
LI
224
LRI Investments
Florida
$5.61K
Osaic Holdings
225
Osaic Holdings
Arizona
$5.35K +$2.6K +109 +114%

VBTX Hedge Fund Activity: Q2 2025 in Review

246 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q2 2025, worth a combined $1.23B — up 1.8% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VBTX positions and 23 closed out — a net gain of 7 holders — while 87 added to existing stakes and 89 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $9.5M. The largest seller was MetLife Investment Management, cutting an estimated $13.9M.

  • 246 institutional investors held Veritex Holdings (VBTX) as of Q2 2025, up from 243 in Q1 2025.
  • Funds reported $1.23B of Veritex Holdings stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 30 funds opened new Veritex Holdings positions in Q2 2025 and 23 closed out, a net change of +7 holders.
  • The largest Veritex Holdings buyer in Q2 2025 was Wellington Management Group, an estimated $9.5M added.
  • The largest Veritex Holdings seller in Q2 2025 was MetLife Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.