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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
SPG
1
Snow Phipps Group
New York
$277M
Allianz Asset Management
2
Allianz Asset Management
Germany
$262M
BPCM
3
Beach Point Capital Management
California
$124M +$11.6M +618,015 +11%
BlackRock
4
BlackRock
New York
$34.7M +$272K +14,490 +0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.5M +$1.42M +75,448 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$10.4M +$900K +47,944 +11%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$9.34M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.04M +$406K +21,631 +10%
American Century Companies
9
American Century Companies
Missouri
$4.83M +$767K +40,834 +21%
State Street
10
State Street
Massachusetts
$4.32M -$41.6K -2,218 -1%
Goldman Sachs
11
Goldman Sachs
New York
$3.59M -$591K -31,477 -15%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$2.74M -$442K -23,535 -15%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.36M +$1.78M +94,690 +495%
Morgan Stanley
14
Morgan Stanley
New York
$2.19M +$51.3K +2,731 +3%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.04M
Charles Schwab
16
Charles Schwab
California
$1.82M +$81.2K +4,323 +5%
Northern Trust
17
Northern Trust
Illinois
$1.6M +$87.3K +4,649 +6%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.56M +$868K +46,221 +160%
NIG
19
NFJ Investment Group
Texas
$1.51M -$60.3K -3,214 -4%
Millennium Management
20
Millennium Management
New York
$1.43M -$2.79M -148,372 -68%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$1.36M -$78.8K -4,199 -6%
Creative Planning
22
Creative Planning
Kansas
$1.18M +$179K +9,508 +20%
N
23
Nuveen
North Carolina
$1.17M +$108K +5,765 +11%
GCP
24
GSA Capital Partners
United Kingdom
$1.06M +$207K +11,032 +28%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.01M -$88.8K -4,731 -9%

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.