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Velocity Financial

81 hedge funds and large institutions have $654M invested in Velocity Financial in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $13.5M

2% more capital invested

Capital invested by funds: $638M → $654M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
81
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
$13.9M
Puts
$13.5M
Net Calls
Net Calls Change

Top Buyers

1 +$20.2M
2 +$4.13M
3 +$3.86M
4
Marshall Wace
Marshall Wace
United Kingdom
+$2.76M
5
Nomura Holdings
Nomura Holdings
Japan
+$2.06M

Top Sellers

1 -$2.07M
2 -$1.22M
3 -$670K
4
Mariner
Mariner
Kansas
-$573K
5
PEAK6
PEAK6
Illinois
-$533K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$103K
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$101K
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$100K
MIM
54
MetLife Investment Management
New Jersey
$97K
Deutsche Bank
55
Deutsche Bank
Germany
$89.9K
TRCT
56
Tower Research Capital (TRC)
New York
$85.1K
CF
57
Corebridge Financial
Texas
$82.5K
UBS Group
58
UBS Group
Switzerland
$78.6K
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$72.5K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$56.9K
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
$54K
Russell Investments Group
62
Russell Investments Group
United Kingdom
$33.4K
PFSRSONJ
63
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.2K
Federated Hermes
64
Federated Hermes
Pennsylvania
$23.7K
Legal & General Group
65
Legal & General Group
United Kingdom
$14.1K
HCA
66
Harbor Capital Advisors
Illinois
$14K
AIP
67
Ameritas Investment Partners
Nebraska
$12.6K
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$12.2K
AB
69
Amalgamated Bank
New York
$6K
PAS
70
Point72 Asia (Singapore)
Singapore
$4.22K
TWD
71
True Wealth Design
Ohio
$2.96K
SCM
72
Sterling Capital Management
North Carolina
$2.9K
GI
73
GAMMA Investing
California
$2.17K
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$2.1K
C
75
Covestor
United Kingdom
$2K