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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 %
SPG
1
Snow Phipps Group
New York
$248M – – –
Allianz Asset Management
2
Allianz Asset Management
Germany
$234M +$31M +1,673,958 +15%
BPCM
3
Beach Point Capital Management
California
$98.3M -$3.54M -190,878 -3%
BlackRock
4
BlackRock
New York
$34.1M +$13.7M +736,734 +67%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.1M +$1.48M +79,581 +17%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$8.34M +$106K +5,695 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.69M +$2.26M +121,834 +42%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.86M +$1.25M +67,258 +34%
Goldman Sachs
9
Goldman Sachs
New York
$4.57M +$909K +49,051 +25%
State Street
10
State Street
Massachusetts
$3.46M +$947K +51,054 +38%
American Century Companies
11
American Century Companies
Missouri
$2.88M +$676K +36,480 +31%
Millennium Management
12
Millennium Management
New York
$2.22M +$307K +16,563 +16%
Charles Schwab
13
Charles Schwab
California
$1.84M +$448K +24,139 +32%
Morgan Stanley
14
Morgan Stanley
New York
$1.72M +$317K +17,078 +23%
Northern Trust
15
Northern Trust
Illinois
$1.54M +$224K +12,090 +17%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$1.5M +$703K +37,732 +88%
Squarepoint
17
Squarepoint
New York
$1.44M +$691K +37,245 +92%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.31M +$657K +35,436 +100%
Bank of America
19
Bank of America
North Carolina
$1.31M +$897K +48,357 +218%
Creative Planning
20
Creative Planning
Kansas
$1.25M +$1.25M +67,244 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$1.21M +$340K +18,347 +39%
Citadel Advisors
22
Citadel Advisors
Florida
$1.16M -$3.32M -179,211 -74%
Simplex Trading
23
Simplex Trading
Illinois
$998K +$6.06K +327 +0.6%
BCM
24
Bridgeway Capital Management
Texas
$984K -$2.57M -138,876 -72%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$976K +$120K +6,486 +14%
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