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Velocity Financial

100 hedge funds and large institutions have $698M invested in Velocity Financial in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% more ownership

Funds ownership: 97.44%98.39% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 34

7% less funds holding

Funds holding: 107100 (-7)

11% less capital invested

Capital invested by funds: $787M → $698M (-$88.5M)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

96% less call options, than puts

Call options by funds: $866K | Put options by funds: $21.1M

Holders
100
Holders Change
-7
Holders Change %
-6.54%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
33
Reduced
34
Closed
21
Calls
$866K
Puts
$21.1M
Net Calls
-$20.2M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
76
Cornerstone Planning Group
New Jersey
$2.05K +$529 +28 +36%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$2K -$5.44K -288 -68%
Optiver Holding
78
Optiver Holding
Netherlands
$1.95K -$1.51K -80 -43%
IA
79
IFP Advisors
Florida
$1.92K -$208 -11 -9%
EWA
80
EverSource Wealth Advisors
Alabama
$1.88K -$1.11K -59 -36%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$1.81K
S
82
SignatureFD
Georgia
$1.66K -$604 -32 -26%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$1.5K +$1.57K +83 New
RIL
84
Rothschild Investment LLC
Illinois
$1.05K -$57 -3 -5%
C
85
Covestor
United Kingdom
$1K -$1.23K -65 -52%
ASN
86
Advisory Services Network
Georgia
$651 +$680 +36 New
RWM
87
Rialto Wealth Management
New York
$543
BIA
88
Bell Investment Advisors
California
$525 +$548 +29 New
BFS
89
Bare Financial Services
Pennsylvania
$507 +$529 +28 New
TWD
90
True Wealth Design
Ohio
$326 -$19 -1 -5%
TC
91
Trust Company
Kansas
$308
MCM
92
MAI Capital Management
Ohio
$308 +$151 +8 +89%
FFA
93
Farther Finance Advisors
California
$306 +$38 +2 +13%
KG
94
Kilter Group
New York
$272 +$283 +15 New
PA
95
Parallel Advisors
California
$253 -$208 -11 -44%
Osaic Holdings
96
Osaic Holdings
Arizona
$253 +$76 +4 +40%
RFP
97
Root Financial Partners
California
$217 +$227 +12 New
SIC
98
SJS Investment Consulting
Ohio
$91
SAM
99
Smartleaf Asset Management
Massachusetts
$72
SS
100
Sunbelt Securities
Texas
$36 +$38 +2 New

VEL Hedge Fund Activity: Q1 2026 in Review

100 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q1 2026, worth a combined $698M — down 11% from $787M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of VEL and 15 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 33 added.

The largest buyer was Beach Point Capital Management, adding an estimated $10.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.15M sold.

  • 100 institutional investors held Velocity Financial (VEL) as of Q1 2026, down from 107 in Q4 2025.
  • Funds reported $698M of Velocity Financial stock for Q1 2026, down 11% quarter-over-quarter.
  • 15 funds opened new Velocity Financial positions in Q1 2026 and 21 closed out, a net change of -6 holders.
  • The largest Velocity Financial buyer in Q1 2026 was Beach Point Capital Management, an estimated $10.6M added.
  • The largest Velocity Financial seller in Q1 2026 was Susquehanna International Group, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2026.