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Victory Capital Holdings

276 hedge funds and large institutions have $3.09B invested in Victory Capital Holdings in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

35% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 77

25% more call options, than puts

Call options by funds: $484K | Put options by funds: $386K

15% more funds holding

Funds holding: 241276 (+35)

11% more capital invested

Capital invested by funds: $2.79B → $3.09B (+$301M)

4.81% less ownership

Funds ownership: 77.44%72.63% (-4.8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
276
Holders Change
+35
Holders Change %
+14.52%
% of All Funds
3.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
55
Increased
104
Reduced
77
Closed
19
Calls
$484K
Puts
$386K
Net Calls
+$98K
Net Calls Change
-$490K
Name Holding Trade Value Shares
Change
Change in
Stake
CPI
1
Crestview Partners II
New York
$498M -$253M -3,999,161 -34%
Vanguard Group
2
Vanguard Group
Pennsylvania
$260M +$5.02M +79,240 +2%
BlackRock
3
BlackRock
New York
$244M +$13.9M +219,174 +6%
Capital World Investors
4
Capital World Investors
California
$212M +$738K +11,654 +0.4%
Franklin Resources
5
Franklin Resources
California
$132M +$2.02M +31,944 +2%
VBA
6
Van Berkom & Associates
Quebec, Canada
$119M -$7.02M -110,924 -6%
BG
7
Bahl & Gaynor
Ohio
$102M +$9.72M +153,459 +11%
Bank of America
8
Bank of America
North Carolina
$94.2M +$29M +458,534 +47%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$93.3M +$2.1M +33,090 +2%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$83.7M -$43.1K -680 -0.1%
State Street
11
State Street
Massachusetts
$79.3M +$3.03M +47,903 +4%
LSV Asset Management
12
LSV Asset Management
Illinois
$76.8M -$4.74M -74,800 -6%
GIM
13
Granahan Investment Management
Massachusetts
$74.2M -$1.05M -16,510 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$68.4M +$493K +7,786 +0.8%
TCM
15
TimesSquare Capital Management
New York
$63.9M +$10.5M +166,265 +21%
Swedbank
16
Swedbank
Sweden
$45.8M -$3.17M -50,000 -7%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$40.9M -$3.17M -50,000 -7%
Invesco
18
Invesco
Georgia
$37.8M +$1.12M +17,621 +3%
Charles Schwab
19
Charles Schwab
California
$32.2M +$2.39M +37,715 +8%
N
20
Nuveen
North Carolina
$31.5M -$2.74M -43,260 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$28.5M -$8.42M -132,990 -23%
Northern Trust
22
Northern Trust
Illinois
$28.5M +$1.49M +23,463 +6%
Morgan Stanley
23
Morgan Stanley
New York
$25.6M -$1.66M -26,163 -6%
Goldman Sachs
24
Goldman Sachs
New York
$23.6M -$496K -7,827 -2%
Mariner
25
Mariner
Kansas
$21M -$85.5K -1,351 -0.4%

VCTR Hedge Fund Activity: Q4 2024 in Review

276 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q4 2024, worth a combined $3.09B — up 11% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VCTR positions and 19 closed out — a net gain of 36 holders — while 104 added to existing stakes and 77 trimmed.

The largest buyer was Bank of America, adding an estimated $29M. The largest seller was Crestview Partners II, cutting an estimated $253M.

  • 276 institutional investors held Victory Capital Holdings (VCTR) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $3.09B of Victory Capital Holdings stock for Q4 2024, up 11% quarter-over-quarter.
  • 55 funds opened new Victory Capital Holdings positions in Q4 2024 and 19 closed out, a net change of +36 holders.
  • The largest Victory Capital Holdings buyer in Q4 2024 was Bank of America, an estimated $29M added.
  • The largest Victory Capital Holdings seller in Q4 2024 was Crestview Partners II, an estimated $253M sold.

Based on aggregated 13F filings for Q4 2024.