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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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$866K
Puts
$21.1M
Net Calls
Net Calls Change

Top Buyers

1 +$10.6M
2 +$1.93M
3 +$1.52M
4
Man Group
Man Group
United Kingdom
+$1.44M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.38M

Top Sellers

1 -$2.15M
2 -$1.06M
3 -$778K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$737K
5
PEAK6
PEAK6
Illinois
-$682K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$230K
SCM
52
Sterling Capital Management
North Carolina
$201K
Russell Investments Group
53
Russell Investments Group
United Kingdom
$173K
Deutsche Bank
54
Deutsche Bank
Germany
$169K
Wells Fargo
55
Wells Fargo
California
$155K
UBS AM
56
UBS AM
Illinois
$142K
MIM
57
MetLife Investment Management
New Jersey
$137K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$126K
Mirae Asset Global ETFs Holdings
59
Mirae Asset Global ETFs Holdings
Hong Kong
$98.5K
VGA
60
Vanguard Global Advisers
Pennsylvania
$73K
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
PFSRSONJ
63
Police & Firemen's Retirement System of New Jersey
New Jersey
$36.6K
Citigroup
64
Citigroup
New York
$32.5K
VCM
65
Versant Capital Management
Arizona
$23K
TRCT
66
Tower Research Capital (TRC)
New York
$21.3K
AIP
67
Ameritas Investment Partners
Nebraska
$20.7K
HCA
68
Harbor Capital Advisors
Illinois
$19K
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
AF
71
Allworth Financial
California
$4.7K
EP
72
Essential Partners
California
$4.7K
GI
73
GAMMA Investing
California
$4.11K
US Bancorp
74
US Bancorp
Minnesota
$4.05K
Federated Hermes
75
Federated Hermes
Pennsylvania
$3.64K