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Victory Capital Holdings

325 hedge funds and large institutions have $3.32B invested in Victory Capital Holdings in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $3.24B → $3.32B (+$76.4M)

0.32% more ownership

Funds ownership: 79.18%79.49% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.15M
Puts
$746K
Net Calls
Net Calls Change

Top Buyers

1 +$44.2M
2 +$40.8M
3 +$21M
4
Two Sigma Investments
Two Sigma Investments
New York
+$18.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$15.4M

Top Sellers

1 -$94.1M
2 -$49.2M
3 -$17.4M
4
TCM
TimesSquare Capital Management
New York
-$14.3M
5
Morgan Stanley
Morgan Stanley
New York
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$2.1K
SAM
302
Smartleaf Asset Management
Massachusetts
$2.01K
IAS
303
IMA Advisory Services
Colorado
$1.9K
TWD
304
True Wealth Design
Ohio
$1.83K
LFG
305
Larson Financial Group
Missouri
$1.83K
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$1.77K
DWM
307
Dogwood Wealth Management
Kansas
$1.57K
MAM
308
Marquette Asset Management
Minnesota
$1.57K
EPL
309
Essential Partners LLC
California
$1.44K
PMAM
310
Picton Mahoney Asset Management
Ontario, Canada
$1.44K
CFM
311
Cornerstone Financial Management
Massachusetts
$1.24K
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$852
BIA
313
Bell Investment Advisors
California
$852
BHWM
314
Bay Harbor Wealth Management
Maryland
$851
SIC
315
SJS Investment Consulting
Ohio
$786
GWM
316
Gilpin Wealth Management
Colorado
$721
RWM
317
Rialto Wealth Management
New York
$590
IA
318
IFP Advisors
Florida
$458
AW
319
Ankerstar Wealth
Texas
$393
MCM
320
MAI Capital Management
Ohio
$393
JWM
321
JPL Wealth Management
Colorado
$328
HIA
322
HFM Investment Advisors
New Jersey
$327
KG
323
Kilter Group
New York
$262
CW
324
Curio Wealth
Maryland
$196
VWM
325
Vermillion Wealth Management
Minnesota
$131