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Velocity Financial
VEL

Overview Fund Activity

92 hedge funds and large institutions have $691M invested in Velocity Financial in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.23%
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
23
Closed
13
Calls
$13.2M
Puts
$15.3M
Net Calls
-$2.16M
Net Calls Change
-$2.52M

Top Buyers

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

Top Sellers

1
BPCM
Beach Point Capital Management
California
$98.3M
2
Citadel Advisors
Citadel Advisors
Florida
$1.16M
3
Nomura Holdings
Nomura Holdings
Japan
$0
4
BCM
Bridgeway Capital Management
Texas
$984K
5
Marshall Wace
Marshall Wace
United Kingdom
$647K
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
76
Amalgamated Bank
New York
$5K – – –
SCM
77
Sterling Capital Management
North Carolina
$4.71K +$1.84K +99 +64%
S
78
SignatureFD
Georgia
$2.74K +$2.74K +148 New
AF
79
Allworth Financial
California
$2.36K +$2.36K +127 New
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$2.17K +$2.17K +117 New
C
81
Covestor
United Kingdom
$2K -$465 -23 -19%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$1.85K -$222 -12 -11%
IA
83
IFP Advisors
Florida
$1.5K +$1.5K +77 New
SS
84
SBI Securities
Japan
$1.41K -$19 -1 -1%
RWM
85
Rialto Wealth Management
New York
$1.11K +$1.11K +60 New
Federated Hermes
86
Federated Hermes
Pennsylvania
$853 -$22.6K -1,220 -96%
CPG
87
Cornerstone Planning Group
New Jersey
$698 +$698 +42 New
Raymond James Financial
88
Raymond James Financial
Florida
$667 +$667 +36 New
TWD
89
True Wealth Design
Ohio
$612 -$2.32K -125 -79%
GI
90
GAMMA Investing
California
$519 -$1.63K -88 -76%
EWA
91
EverSource Wealth Advisors
Alabama
$426 +$407 +22 +2,200%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$19 -$114 -6 -86%
Nomura Holdings
93
Nomura Holdings
Japan
– -$2.84M -151,961 Closed
Renaissance Technologies
94
Renaissance Technologies
New York
– -$1.81M -97,000 Closed
Jane Street
95
Jane Street
New York
– -$1.39M -74,219 Closed
CSS
96
Cubist Systematic Strategies
Connecticut
– -$331K -17,691 Closed
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
– -$256K -13,825 Closed
Two Sigma Advisers
98
Two Sigma Advisers
New York
– -$222K -11,859 Closed
HF
99
HRT Financial
New York
– -$211K -11,312 Closed
SG Americas Securities
100
SG Americas Securities
New York
– -$119K -6,342 Closed
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