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Velocity Financial
VEL

Overview Fund Activity

91 hedge funds and large institutions have $690M invested in Velocity Financial in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 13 closing their positions.

Holders
91
Holders Change
+10
Holders Change %
+12.35%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
40
Reduced
22
Closed
13
Calls
$11M
Puts
$14.8M
Net Calls
-$3.77M
Net Calls Change
-$4.13M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$234M
2
BlackRock
2
BlackRock
New York
$34.1M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.69M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.86M

Top Sellers

1
BPCM
1
Beach Point Capital Management
California
$98.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.16M
3
Nomura Holdings
3
Nomura Holdings
Japan
$0
4
BCM
4
Bridgeway Capital Management
Texas
$984K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$647K
Name Market Value Shares Shares
Change 		Shares
Change %
AB
76
Amalgamated Bank
New York
$5K 295 – –
SCM
77
Sterling Capital Management
North Carolina
$4.71K 254 +99 +64%
S
78
SignatureFD
Georgia
$2.74K 148 +148 New
AF
79
Allworth Financial
California
$2.36K 127 +127 New
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$2.17K 117 +117 New
C
81
Covestor
United Kingdom
$2K 99 -23 -19%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$1.85K 100 -12 -11%
IA
83
IFP Advisors
Florida
$1.5K 77 +77 New
SS
84
SBI Securities
Japan
$1.41K 76 -1 -1%
RWM
85
Rialto Wealth Management
New York
$1.11K 60 +60 New
Federated Hermes
86
Federated Hermes
Pennsylvania
$853 46 -1,220 -96%
CPG
87
Cornerstone Planning Group
New Jersey
$698 42 +42 New
Raymond James Financial
88
Raymond James Financial
Florida
$667 36 +36 New
TWD
89
True Wealth Design
Ohio
$612 33 -125 -79%
GI
90
GAMMA Investing
California
$519 28 -88 -76%
EWA
91
EverSource Wealth Advisors
Alabama
$426 23 +22 +2,200%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$19 1 -6 -86%
Nomura Holdings
93
Nomura Holdings
Japan
– – -151,961 Closed
Renaissance Technologies
94
Renaissance Technologies
New York
– – -97,000 Closed
Jane Street
95
Jane Street
New York
– – -74,219 Closed
CSS
96
Cubist Systematic Strategies
Connecticut
– – -17,691 Closed
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
– – -13,825 Closed
Two Sigma Advisers
98
Two Sigma Advisers
New York
– – -11,859 Closed
HF
99
HRT Financial
New York
– – -11,312 Closed
SG Americas Securities
100
SG Americas Securities
New York
– – -6,342 Closed
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