64 hedge funds and large institutions have $12.6M invested in Veru in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 23 reducing their positions, and 73 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: $ → $

48% less funds holding

Funds holding: 12364 (-59)

81% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 73

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
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
PFP
102
Pinnacle Financial Partners
Tennessee
TPA
103
Trivium Point Advisory
Connecticut
EGM
104
Engineers Gate Manager
New York
TF
105
Trek Financial
Arizona
AA
106
ACT Advisors
North Carolina
RS
107
R Squared
Hong Kong
GI
108
Gradient Investments
Minnesota
HFS
109
Heritage Financial Services
Massachusetts
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
CGA
111
Crescent Grove Advisors
Illinois
AWA
112
Acorn Wealth Advisors
Michigan
VPIM
113
Vanguard Personalized Indexing Management
California
Creative Planning
114
Creative Planning
Kansas
ECM
115
ExodusPoint Capital Management
New York
SW
116
Simplicity Wealth
New Jersey
CNBOF
117
City National Bank of Florida
Florida
NL
118
NWAM LLC
Washington
CFC
119
Coyle Financial Counsel
Illinois
SRL
120
Scientech Research LLC
New Jersey
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
PI
123
PFG Investments
New York
VDI
124
Vaughan David Investments
Illinois
PD
125
Point72 (DIFC)
United Arab Emirates