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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

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

13% more funds holding

Funds holding: 7281 (+9)

4.18% more ownership

Funds ownership: 98.56%102.74% (+4.2%)

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
+9
Holders Change %
+12.5%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
33
Reduced
22
Closed
9
Calls
$13.9M
Puts
$13.5M
Net Calls
+$359K
Net Calls Change
+$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$103K +$16.3K +868 +19%
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$101K +$4.4K +234 +5%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$100K -$9.62K -511 -9%
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 +$71.2K +3,783 +496%
CF
57
Corebridge Financial
Texas
$82.5K -$1.22K -65 -1%
UBS Group
58
UBS Group
Switzerland
$78.6K -$33.4K -1,776 -30%
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 -$6.12K -325 -10%
Acadian Asset Management
61
Acadian Asset Management
Massachusetts
$54K +$54.6K +2,902 New
Russell Investments Group
62
Russell Investments Group
United Kingdom
$33.4K +$24.6K +1,305 +272%
PFSRSONJ
63
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.2K +$25.3K +1,345 New
Federated Hermes
64
Federated Hermes
Pennsylvania
$23.7K +$922 +49 +4%
Legal & General Group
65
Legal & General Group
United Kingdom
$14.1K -$2.99K -159 -17%
HCA
66
Harbor Capital Advisors
Illinois
$14K +$2.86K +152 +26%
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 +$4.25K +226 New
TWD
71
True Wealth Design
Ohio
$2.96K +$1.03K +55 +53%
SCM
72
Sterling Capital Management
North Carolina
$2.9K -$2.5K -133 -46%
GI
73
GAMMA Investing
California
$2.17K -$489 -26 -18%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$2.1K +$226 +12 +12%
C
75
Covestor
United Kingdom
$2K +$113 +6 +5%

VEL Hedge Fund Activity: Q1 2025 in Review

81 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q1 2025, worth a combined $654M — up 2.4% from $638M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VEL positions and 9 closed out — a net gain of 9 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was Snow Phipps Group, adding an estimated $20.3M. The largest seller was Bridgeway Capital Management, cutting an estimated $2.08M.

  • 81 institutional investors held Velocity Financial (VEL) as of Q1 2025, up from 72 in Q4 2024.
  • Funds reported $654M of Velocity Financial stock for Q1 2025, up 2.4% quarter-over-quarter.
  • 18 funds opened new Velocity Financial positions in Q1 2025 and 9 closed out, a net change of +9 holders.
  • The largest Velocity Financial buyer in Q1 2025 was Snow Phipps Group, an estimated $20.3M added.
  • The largest Velocity Financial seller in Q1 2025 was Bridgeway Capital Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2025.