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Velocity Financial

107 hedge funds and large institutions have $787M invested in Velocity Financial in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.81M

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

16% more capital invested

Capital invested by funds: $681M → $787M (+$106M)

1% more funds holding

Funds holding: 106107 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.18% less ownership

Funds ownership: 97.62%97.44% (-0.18%)

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
44
Reduced
29
Closed
11
Calls
$4.01M
Puts
$1.81M
Net Calls
+$2.19M
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
76
Versant Capital Management
Arizona
$12.5K
TRCT
77
Tower Research Capital (TRC)
New York
$10.2K -$5.39K -287 -37%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$9K -$12.1K -642 -60%
AB
79
Amalgamated Bank
New York
$7K +$1.22K +65 +22%
AF
80
Allworth Financial
California
$4.96K +$2.18K +116 +94%
Optiver Holding
81
Optiver Holding
Netherlands
$3.9K
GI
82
GAMMA Investing
California
$3.82K -$56 -3 -2%
EWA
83
EverSource Wealth Advisors
Alabama
$3.38K +$2.1K +112 +220%
C
84
Covestor
United Kingdom
$3K -$488 -26 -17%
S
85
SignatureFD
Georgia
$2.57K -$263 -14 -10%
IA
86
IFP Advisors
Florida
$2.43K +$638 +34 +41%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$2.08K
CPG
88
Cornerstone Planning Group
New Jersey
$1.58K +$826 +44 +129%
RIL
89
Rothschild Investment LLC
Illinois
$1.27K +$488 +26 +74%
Federated Hermes
90
Federated Hermes
Pennsylvania
$1.23K -$657 -35 -37%
RWM
91
Rialto Wealth Management
New York
$623
MAM
92
Marquette Asset Management
Minnesota
$561 +$507 +27 New
OC
93
Optima Capital
Oregon
$561 +$507 +27 New
PA
94
Parallel Advisors
California
$519
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$457 +$244 +13 +144%
TWD
96
True Wealth Design
Ohio
$395 +$38 +2 +12%
TC
97
Trust Company
Kansas
$353 +$319 +17 New
FFA
98
Farther Finance Advisors
California
$311 +$282 +15 New
Osaic Holdings
99
Osaic Holdings
Arizona
$208 +$19 +1 +11%
MCM
100
MAI Capital Management
Ohio
$187 +$169 +9 New

VEL Hedge Fund Activity: Q4 2025 in Review

107 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q4 2025, worth a combined $787M — up 16% from $681M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VEL positions and 11 closed out — a net gain of 6 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Beach Point Capital Management, adding an estimated $11.6M. The largest seller was Millennium Management, cutting an estimated $2.79M.

  • 107 institutional investors held Velocity Financial (VEL) as of Q4 2025, up from 106 in Q3 2025.
  • Funds reported $787M of Velocity Financial stock for Q4 2025, up 16% quarter-over-quarter.
  • 17 funds opened new Velocity Financial positions in Q4 2025 and 11 closed out, a net change of +6 holders.
  • The largest Velocity Financial buyer in Q4 2025 was Beach Point Capital Management, an estimated $11.6M added.
  • The largest Velocity Financial seller in Q4 2025 was Millennium Management, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2025.