We are live on ! Find out more
VEL icon

Velocity Financial

106 hedge funds and large institutions have $681M invested in Velocity Financial in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

17% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $10.3M

14% more funds holding

Funds holding: 93106 (+13)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $691M → $681M (-$10.1M)

4.49% less ownership

Funds ownership: 102.11%97.62% (-4.5%)

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
38
Reduced
36
Closed
9
Calls
$12.1M
Puts
$10.3M
Net Calls
+$1.79M
Net Calls Change
+$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SPG
1
Snow Phipps Group
New York
$242M
Allianz Asset Management
2
Allianz Asset Management
Germany
$229M
BPCM
3
Beach Point Capital Management
California
$97.5M +$1.4M +76,592 +1%
BlackRock
4
BlackRock
New York
$30.1M -$3.31M -181,177 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.69M -$1.18M -64,372 -12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.24M +$718K +39,319 +9%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$8.16M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.01M -$755K -41,377 -16%
Millennium Management
9
Millennium Management
New York
$3.94M +$1.77M +97,091 +81%
State Street
10
State Street
Massachusetts
$3.81M +$429K +23,499 +13%
Goldman Sachs
11
Goldman Sachs
New York
$3.71M -$768K -42,050 -17%
American Century Companies
12
American Century Companies
Missouri
$3.48M +$667K +36,542 +24%
Qube Research & Technologies (QRT)
13
Qube Research & Technologies (QRT)
United Kingdom
$2.82M +$1.64M +90,080 +138%
Marshall Wace
14
Marshall Wace
United Kingdom
$1.93M +$1.3M +71,259 +204%
Morgan Stanley
15
Morgan Stanley
New York
$1.86M +$186K +10,211 +11%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.78M +$501K +27,448 +39%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.76M +$1.27M +69,689 +255%
Citadel Advisors
18
Citadel Advisors
Florida
$1.62M +$484K +26,504 +42%
Charles Schwab
19
Charles Schwab
California
$1.51M -$293K -16,046 -16%
NIG
20
NFJ Investment Group
Texas
$1.38M +$1.38M +75,825 New
HSBC Holdings
21
HSBC Holdings
United Kingdom
$1.34M -$112K -6,135 -8%
Northern Trust
22
Northern Trust
Illinois
$1.32M -$191K -10,478 -13%
TI
23
Trexquant Investment
Connecticut
$1.19M +$425K +23,267 +55%
HF
24
HRT Financial
New York
$1.17M +$1.18M +64,543 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$970K +$15.3K +836 +2%

VEL Hedge Fund Activity: Q3 2025 in Review

106 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Velocity Financial (VEL) for Q3 2025, worth a combined $681M — down 1.5% from $691M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VEL positions and 9 closed out — a net gain of 13 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.77M. The largest seller was BlackRock, cutting an estimated $3.31M.

  • 106 institutional investors held Velocity Financial (VEL) as of Q3 2025, up from 93 in Q2 2025.
  • Funds reported $681M of Velocity Financial stock for Q3 2025, down 1.5% quarter-over-quarter.
  • 22 funds opened new Velocity Financial positions in Q3 2025 and 9 closed out, a net change of +13 holders.
  • The largest Velocity Financial buyer in Q3 2025 was Millennium Management, an estimated $1.77M added.
  • The largest Velocity Financial seller in Q3 2025 was BlackRock, an estimated $3.31M sold.

Based on aggregated 13F filings for Q3 2025.