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Velocity Financial

72 hedge funds and large institutions have $638M invested in Velocity Financial in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 6972 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 98.59%98.56% (-0.04%)

0% less capital invested

Capital invested by funds: $640M → $638M (-$1.66M)

19% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $20.6M

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
31
Reduced
16
Closed
10
Calls
$16.7M
Puts
$20.6M
Net Calls
-$3.85M
Net Calls Change
-$8.62M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$75.8K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$65.8K +$2.52K +127 +4%
RS
53
R Squared
Hong Kong
$48.9K +$49.7K +2,500 New
Federated Hermes
54
Federated Hermes
Pennsylvania
$23.8K +$696 +35 +3%
Legal & General Group
55
Legal & General Group
United Kingdom
$17.9K
TRCT
56
Tower Research Capital (TRC)
New York
$14.9K -$50.7K -2,552 -77%
AIP
57
Ameritas Investment Partners
Nebraska
$13.1K
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$12.8K
HCA
59
Harbor Capital Advisors
Illinois
$11K +$2.54K +128 +28%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$9.39K +$6.96K +350 +269%
AB
61
Amalgamated Bank
New York
$6K
SCM
62
Sterling Capital Management
North Carolina
$5.63K +$5.15K +259 +893%
VWM
63
Venturi Wealth Management
Texas
$5.5K
Osaic Holdings
64
Osaic Holdings
Arizona
$4.75K +$1.29K +65 +37%
GI
65
GAMMA Investing
California
$2.78K +$2.82K +142 New
TWD
66
True Wealth Design
Ohio
$2.02K +$2.05K +103 New
C
67
Covestor
United Kingdom
$2K +$1.87K +94 +427%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$1.96K
SS
69
SBI Securities
Japan
$1.49K +$1.51K +76 New
CA
70
CoreCap Advisors
Michigan
$1.19K +$1.21K +61 New
RIL
71
Rothschild Investment LLC
Illinois
$98 +$99 +5 New
IA
72
IFP Advisors
Florida
$20
EWA
73
EverSource Wealth Advisors
Alabama
$20 +$20 +1 New
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
-$288K -14,661 Closed
ECM
75
ExodusPoint Capital Management
New York
-$285K -14,508 Closed

VEL Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q4 2024, worth a combined $638M — down 0.26% from $640M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VEL positions and 10 closed out — a net gain of 4 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Group One Trading, opening a new position worth an estimated $1.24M. The largest seller was Beach Point Capital Management, cutting an estimated $5.27M.

  • 72 institutional investors held Velocity Financial (VEL) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $638M of Velocity Financial stock for Q4 2024, down 0.26% quarter-over-quarter.
  • 14 funds opened new Velocity Financial positions in Q4 2024 and 10 closed out, a net change of +4 holders.
  • The largest Velocity Financial buyer in Q4 2024 was Group One Trading, an estimated $1.24M added.
  • The largest Velocity Financial seller in Q4 2024 was Beach Point Capital Management, an estimated $5.27M sold.

Based on aggregated 13F filings for Q4 2024.