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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
BlackRock
1
BlackRock
New York
$209M +$679K +28,646 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M +$1.64M +69,270 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70.5M +$5.53M +233,461 +10%
State Street
4
State Street
Massachusetts
$63.5M -$3.01M -127,099 -5%
Victory Capital Management
5
Victory Capital Management
Texas
$52.1M +$228K +9,611 +0.5%
WHG
6
Westwood Holdings Group
Texas
$35.4M -$6.04M -254,817 -16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$34.1M +$431K +18,185 +1%
LSV Asset Management
8
LSV Asset Management
Illinois
$34M -$2.47M -104,400 -7%
Morgan Stanley
9
Morgan Stanley
New York
$22.9M +$1.15M +48,752 +6%
ACB
10
Aristotle Capital Boston
Massachusetts
$21.8M +$911K +38,450 +5%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$21.2M +$7.71M +325,569 +68%
N
12
Nuveen
North Carolina
$20.7M +$19.5K +825 +0.1%
Goldman Sachs
13
Goldman Sachs
New York
$20.6M +$4.2M +177,214 +29%
American Century Companies
14
American Century Companies
Missouri
$20.4M -$1.24M -52,217 -6%
Charles Schwab
15
Charles Schwab
California
$19.3M +$291K +12,286 +2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$17.9M +$1.85M +78,082 +13%
Northern Trust
17
Northern Trust
Illinois
$16.9M -$699K -29,496 -4%
JP Morgan Chase
18
JP Morgan Chase
New York
$16.6M +$2.91M +122,809 +24%
Invesco
19
Invesco
Georgia
$16.2M +$298K +12,567 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$15.8M -$1.13M -47,622 -7%
MIIM
21
Mesirow Institutional Investment Management
Illinois
$15.4M +$13.9M +585,242 New
SCA
22
Stieven Capital Advisors
Missouri
$14.8M +$3.73M +157,571 +39%
CRC
23
Curi RMB Capital
Illinois
$14.8M -$224K -9,443 -2%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$13.5M +$1.28M +54,040 +12%
HighTower Advisors
25
HighTower Advisors
Illinois
$13.4M -$538K -22,696 -4%

VBTX Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 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.