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Victory Capital Holdings
VCTR

Overview Fund Activity

279 hedge funds and large institutions have $2.77B invested in Victory Capital Holdings in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 101 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+5
Holders Change %
+1.82%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
101
Reduced
89
Closed
32
Calls
$712K
Puts
$729K
Net Calls
-$17K
Net Calls Change
-$115K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$139M
2
BG
2
Bahl & Gaynor
Ohio
$106M
3
AAS
3
Annex Advisory Services
Wisconsin
$22.9M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.35M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$237M

Top Sellers

1
Invesco
1
Invesco
Georgia
$11.6M
2
TCM
2
TimesSquare Capital Management
New York
$46.3M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.1M
5
Swedbank
5
Swedbank
Sweden
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
251
Hemington Wealth Management
Virginia
$4K +$952 +20 +31%
Jones Financial Companies
252
Jones Financial Companies
Missouri
$3.98K +$2.82K +49 +245%
AF
253
Allworth Financial
California
$3.5K +$2.86K +49 +445%
QL
254
Quarry LP
New York
$3.47K -$3.3K -57 -49%
SW
255
SVB Wealth
Massachusetts
$3.26K +$3.26K +56 New
JWA
256
JFS Wealth Advisors
Pennsylvania
$3.13K +$347 +6 +13%
M
257
MOTCO
Texas
$3.13K +$3.13K +54 New
SCM
258
Sterling Capital Management
North Carolina
$2.55K +$116 +2 +5%
CCM
259
Coldstream Capital Management
Washington
$2.49K +$2.49K +43 New
CTWM
260
Cherry Tree Wealth Management
Minnesota
$1.91K +$1.91K +33 New
BWL
261
Bogart Wealth LLC
Virginia
$1.85K -$2.78K -48 -60%
LC
262
Lindbrook Capital
California
$1.62K +$984 +17 +155%
TWD
263
True Wealth Design
Ohio
$1.39K +$1.39K +24 New
BIA
264
Bell Investment Advisors
California
$1.27K – – –
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$1.1K – – –
PMAM
266
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
SIC
267
SJS Investment Consulting
Ohio
$811 – – –
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$753 – – –
Citadel Advisors
269
Citadel Advisors
Florida
$579 -$1.35M -23,270 -100%
GFPC
270
Global Financial Private Client
Florida
$579 +$347 +6 +150%
SC
271
Stephens Consulting
Michigan
$579 +$579 +10 New
SAM
272
Smartleaf Asset Management
Massachusetts
$574 +$574 +10 New
HCP
273
Hexagon Capital Partners
Arkansas
$405 -$579 -10 -59%
PWM
274
Parkworth Wealth Management
California
$116 – – –
BIG
275
Brooklyn Investment Group
New York
$116 +$116 +2 New
9 10
11
12 13