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Victory Capital Holdings

285 hedge funds and large institutions have $2.78B invested in Victory Capital Holdings in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

3% more funds holding

Funds holding: 276285 (+9)

2.8% more ownership

Funds ownership: 72.63%75.43% (+2.8%)

10% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 92

2% less call options, than puts

Call options by funds: $712K | Put options by funds: $729K

10% less capital invested

Capital invested by funds: $3.09B → $2.78B (-$313M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
3.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
42
Increased
101
Reduced
92
Closed
32
Calls
$712K
Puts
$729K
Net Calls
-$17K
Net Calls Change
-$115K
Name Holding Trade Value Shares
Change
Change in
Stake
CT
251
Colonial Trust
South Carolina
$5.92K
KA
252
Kozak & Associates
Colorado
$5.66K +$63 +1 +1%
EWA
253
EverSource Wealth Advisors
Alabama
$5.61K +$4.88K +77 +385%
SIM
254
Synergy Investment Management
Florida
$5.27K
CAL
255
Capital Analysts LLC
Pennsylvania
$5K
W
256
WealthCollab
Washington
$4.11K
HWM
257
Hemington Wealth Management
Virginia
$4K +$1.27K +20 +31%
Jones Financial Companies
258
Jones Financial Companies
Missouri
$3.98K +$3.1K +49 +245%
AF
259
Allworth Financial
California
$3.5K +$3.1K +49 +445%
QL
260
Quarry LP
New York
$3.47K -$3.61K -57 -49%
SW
261
SVB Wealth
Massachusetts
$3.26K +$3.55K +56 New
JWA
262
JFS Wealth Advisors
Pennsylvania
$3.13K +$380 +6 +13%
M
263
MOTCO
Texas
$3.13K +$3.42K +54 New
SCM
264
Sterling Capital Management
North Carolina
$2.55K +$127 +2 +5%
CCM
265
Coldstream Capital Management
Washington
$2.49K +$2.72K +43 New
CTWM
266
Cherry Tree Wealth Management
Minnesota
$1.91K +$2.09K +33 New
BWL
267
Bogart Wealth LLC
Virginia
$1.85K -$3.04K -48 -60%
LC
268
Lindbrook Capital
California
$1.62K +$1.08K +17 +155%
TWD
269
True Wealth Design
Ohio
$1.39K +$1.52K +24 New
BIA
270
Bell Investment Advisors
California
$1.27K
Nisa Investment Advisors
271
Nisa Investment Advisors
Missouri
$1.1K
PMAM
272
Picton Mahoney Asset Management
Ontario, Canada
$1K
SIC
273
SJS Investment Consulting
Ohio
$811
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$753
Citadel Advisors
275
Citadel Advisors
Florida
$579 -$1.47M -23,270 -100%

VCTR Hedge Fund Activity: Q1 2025 in Review

285 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q1 2025, worth a combined $2.78B — down 10% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VCTR positions and 32 closed out — a net gain of 10 holders — while 101 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $24.6M. The largest seller was Invesco, cutting an estimated $23.8M.

  • 285 institutional investors held Victory Capital Holdings (VCTR) as of Q1 2025, up from 276 in Q4 2024.
  • Funds reported $2.78B of Victory Capital Holdings stock for Q1 2025, down 10% quarter-over-quarter.
  • 42 funds opened new Victory Capital Holdings positions in Q1 2025 and 32 closed out, a net change of +10 holders.
  • The largest Victory Capital Holdings buyer in Q1 2025 was Franklin Resources, an estimated $24.6M added.
  • The largest Victory Capital Holdings seller in Q1 2025 was Invesco, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2025.