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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
SPG
1
Snow Phipps Group
New York
$250M +$20.3M +1,080,338 +9%
Allianz Asset Management
2
Allianz Asset Management
Germany
$205M
BPCM
3
Beach Point Capital Management
California
$103M +$4.16M +221,000 +4%
BlackRock
4
BlackRock
New York
$20.6M +$1.47M +77,988 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.68M -$13K -693 -0.1%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$8.31M -$55.8K -2,964 -0.7%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.48M +$1.09M +57,854 +25%
Citadel Advisors
8
Citadel Advisors
Florida
$4.53M +$3.88M +206,177 +578%
Goldman Sachs
9
Goldman Sachs
New York
$3.7M +$1.9M +100,779 +104%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.65M +$104K +5,528 +3%
BCM
11
Bridgeway Capital Management
Texas
$3.59M -$2.08M -110,480 -37%
Nomura Holdings
12
Nomura Holdings
Japan
$2.84M +$2.08M +110,331 +265%
Marshall Wace
13
Marshall Wace
United Kingdom
$2.76M +$2.78M +147,509 New
State Street
14
State Street
Massachusetts
$2.54M +$48K +2,550 +2%
American Century Companies
15
American Century Companies
Missouri
$2.23M +$795K +42,237 +55%
EF
16
Empowered Funds
Pennsylvania
$2.06M -$674K -35,828 -25%
Millennium Management
17
Millennium Management
New York
$1.94M +$1.47M +77,980 +306%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.81M +$743K +39,500 +69%
Morgan Stanley
19
Morgan Stanley
New York
$1.41M +$173K +9,218 +14%
Charles Schwab
20
Charles Schwab
California
$1.41M -$89.3K -4,746 -6%
Jane Street
21
Jane Street
New York
$1.39M +$1.4M +74,219 New
Northern Trust
22
Northern Trust
Illinois
$1.33M -$38.4K -2,041 -3%
Mariner
23
Mariner
Kansas
$1.32M -$576K -30,631 -30%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.25M +$1.26M +66,740 New
Simplex Trading
25
Simplex Trading
Illinois
$1M +$658K +34,977 +188%

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.