We are live on ! Find out more
VEL icon

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
SPG
1
Snow Phipps Group
New York
$242M
Allianz Asset Management
2
Allianz Asset Management
Germany
$229M
BPCM
3
Beach Point Capital Management
California
$119M +$10.6M +563,046 +9%
BlackRock
4
BlackRock
New York
$29.7M -$570K -30,198 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$10.5M +$1.52M +80,528 +16%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$8.73M +$617K +32,669 +7%
VCM
7
Vanguard Capital Management
Pennsylvania
$8.69M +$9.08M +480,652 New
American Century Companies
8
American Century Companies
Missouri
$5.16M +$993K +52,579 +23%
Goldman Sachs
9
Goldman Sachs
New York
$4.98M +$1.93M +102,062 +59%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.51M +$130K +6,894 +3%
State Street
11
State Street
Massachusetts
$3.95M +$194K +10,259 +5%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$1.92M -$490K -25,950 -20%
Morgan Stanley
13
Morgan Stanley
New York
$1.6M -$323K -17,077 -16%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.59M +$1.38M +72,827 +489%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$1.58M +$313K +16,582 +24%
Charles Schwab
16
Charles Schwab
California
$1.54M -$40.6K -2,151 -2%
Northern Trust
17
Northern Trust
Illinois
$1.46M +$63.5K +3,363 +4%
Man Group
18
Man Group
United Kingdom
$1.38M +$1.44M +76,382 New
NIG
19
NFJ Investment Group
Texas
$1.31M
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$1.26M +$1.31M +69,383 New
VPM
21
Vanguard Portfolio Management
Pennsylvania
$1.21M +$1.26M +66,743 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.07M -$737K -39,018 -40%
AQR Capital Management
23
AQR Capital Management
Connecticut
$1.07M -$305K -16,158 -22%
Tudor Investment Corp
24
Tudor Investment Corp
Connecticut
$1.07M +$553K +29,296 +99%
Creative Planning
25
Creative Planning
Kansas
$975K -$57.8K -3,058 -5%

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.