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Velocity Financial
VEL

Overview Fund Activity

91 hedge funds and large institutions have $690M invested in Velocity Financial in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
40
Reduced
22
Closed
13
Calls
$11M
Puts
$14.8M
Net Calls
-$3.77M
Net Calls Change
-$4.13M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$234M
2
BlackRock
2
BlackRock
New York
$34.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.69M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.86M

Top Sellers

1
BPCM
1
Beach Point Capital Management
California
$98.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.16M
3
Nomura Holdings
3
Nomura Holdings
Japan
$0
4
BCM
4
Bridgeway Capital Management
Texas
$984K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$647K
Name Market Value Shares Shares
Change 		Shares
Change %
SPG
1
Snow Phipps Group
New York
$248M 13,353,103 – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$234M 12,637,764 +1,673,958 +15%
BPCM
3
Beach Point Capital Management
California
$98.3M 5,300,859 -190,878 -3%
BlackRock
4
BlackRock
New York
$34.1M 1,838,801 +736,734 +67%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.1M 543,492 +79,581 +17%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$8.34M 450,046 +5,695 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.69M 414,759 +121,834 +42%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.86M 262,352 +67,258 +34%
Goldman Sachs
9
Goldman Sachs
New York
$4.57M 246,588 +49,051 +25%
State Street
10
State Street
Massachusetts
$3.46M 186,605 +51,054 +38%
American Century Companies
11
American Century Companies
Missouri
$2.88M 155,414 +36,480 +31%
Millennium Management
12
Millennium Management
New York
$2.22M 119,991 +16,563 +16%
Charles Schwab
13
Charles Schwab
California
$1.84M 99,274 +24,139 +32%
Morgan Stanley
14
Morgan Stanley
New York
$1.72M 92,585 +17,078 +23%
Northern Trust
15
Northern Trust
Illinois
$1.54M 83,124 +12,090 +17%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$1.5M 80,502 +37,732 +88%
Squarepoint
17
Squarepoint
New York
$1.44M 77,585 +37,245 +92%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.31M 70,802 +35,436 +100%
Bank of America
19
Bank of America
North Carolina
$1.31M 70,525 +48,357 +218%
Creative Planning
20
Creative Planning
Kansas
$1.25M 67,244 +67,244 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.21M 65,266 +18,347 +39%
Citadel Advisors
22
Citadel Advisors
Florida
$1.16M 62,665 -179,211 -74%
Simplex Trading
23
Simplex Trading
Illinois
$998K 53,872 +327 +0.6%
BCM
24
Bridgeway Capital Management
Texas
$984K 53,050 -138,876 -72%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$976K 52,650 +6,486 +14%
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