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Velocity Financial

100 hedge funds and large institutions have $698M invested in Velocity Financial in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% more ownership

Funds ownership: 97.44%98.39% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

7% less funds holding

Funds holding: 107100 (-7)

11% less capital invested

Capital invested by funds: $787M → $698M (-$88.5M)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

96% less call options, than puts

Call options by funds: $866K | Put options by funds: $21.1M

Holders
100
Holders Change
-7
Holders Change %
-6.54%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
33
Reduced
34
Closed
21
Calls
$866K
Puts
$21.1M
Net Calls
-$20.2M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$230K -$3.93K -208 -2%
SCM
52
Sterling Capital Management
North Carolina
$201K -$122K -6,443 -37%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$173K -$11.5K -607 -6%
Deutsche Bank
54
Deutsche Bank
Germany
$169K
Wells Fargo
55
Wells Fargo
California
$155K -$169K -8,965 -51%
UBS AM
56
UBS AM
Illinois
$142K +$132K +6,976 +787%
MIM
57
MetLife Investment Management
New Jersey
$137K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$126K +$30.9K +1,634 +31%
Mirae Asset Global ETFs Holdings
59
Mirae Asset Global ETFs Holdings
Hong Kong
$98.5K +$2.57K +136 +3%
VGA
60
Vanguard Global Advisers
Pennsylvania
$73K +$76.3K +4,037 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$70.1K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$64.7K -$25K -1,323 -27%
PFSRSONJ
63
Police & Firemen's Retirement System of New Jersey
New Jersey
$36.6K
Citigroup
64
Citigroup
New York
$32.5K +$8.39K +444 +33%
VCM
65
Versant Capital Management
Arizona
$23K +$12.6K +666 +110%
TRCT
66
Tower Research Capital (TRC)
New York
$21.3K +$12.9K +683 +139%
AIP
67
Ameritas Investment Partners
Nebraska
$20.7K
HCA
68
Harbor Capital Advisors
Illinois
$19K +$5.59K +296 +40%
Legal & General Group
69
Legal & General Group
United Kingdom
$18.5K
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$11.2K -$1.63K -86 -12%
AF
71
Allworth Financial
California
$4.7K +$397 +21 +9%
EP
72
Essential Partners
California
$4.7K -$8.65K -458 -64%
GI
73
GAMMA Investing
California
$4.11K +$812 +43 +23%
US Bancorp
74
US Bancorp
Minnesota
$4.05K +$4.12K +218 +3,633%
Federated Hermes
75
Federated Hermes
Pennsylvania
$3.64K +$2.68K +142 +241%

VEL Hedge Fund Activity: Q1 2026 in Review

100 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q1 2026, worth a combined $698M — down 11% from $787M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of VEL and 15 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Beach Point Capital Management, adding an estimated $10.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.15M sold.

  • 100 institutional investors held Velocity Financial (VEL) as of Q1 2026, down from 107 in Q4 2025.
  • Funds reported $698M of Velocity Financial stock for Q1 2026, down 11% quarter-over-quarter.
  • 15 funds opened new Velocity Financial positions in Q1 2026 and 21 closed out, a net change of -6 holders.
  • The largest Velocity Financial buyer in Q1 2026 was Beach Point Capital Management, an estimated $10.6M added.
  • The largest Velocity Financial seller in Q1 2026 was Susquehanna International Group, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2026.