63 hedge funds and large institutions have $12M invested in Veru in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

49% less funds holding

Funds holding: 12363 (-60)

81% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 72

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.18M
Puts
$539K
Net Calls
Net Calls Change

Top Buyers

1 +$1.22M
2 +$623K
3 +$616K
4
CL
Choreo LLC
Illinois
+$287K
5
OC
Oppenheimer & Co
New York
+$231K

Top Sellers

1 -$2.86M
2 -$601K
3 -$575K
4
UBS Group
UBS Group
Switzerland
-$247K
5
Marshall Wace
Marshall Wace
United Kingdom
-$220K
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
101
Charter Oak Capital Management
New Hampshire
EGM
102
Engineers Gate Manager
New York
TF
103
Trek Financial
Arizona
AA
104
ACT Advisors
North Carolina
RS
105
R Squared
Hong Kong
GI
106
Gradient Investments
Minnesota
HFS
107
Heritage Financial Services
Massachusetts
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
VPIM
109
Vanguard Personalized Indexing Management
California
CGA
110
Crescent Grove Advisors
Illinois
AWA
111
Acorn Wealth Advisors
Michigan
Creative Planning
112
Creative Planning
Kansas
ECM
113
ExodusPoint Capital Management
New York
SW
114
Simplicity Wealth
New Jersey
CNBOF
115
City National Bank of Florida
Florida
NL
116
NWAM LLC
Washington
CFC
117
Coyle Financial Counsel
Illinois
SRL
118
Scientech Research LLC
New Jersey
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
Envestnet Portfolio Solutions
120
Envestnet Portfolio Solutions
Illinois
PI
121
PFG Investments
New York
VDI
122
Vaughan David Investments
Illinois
PD
123
Point72 (DIFC)
United Arab Emirates
SWM
124
Spire Wealth Management
Virginia
BA
125
Bellwether Advisors
Nebraska