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Vertex
VERX

Overview Fund Activity

270 hedge funds and large institutions have $2.97B invested in Vertex in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 119 increasing their positions, 74 reducing their positions, and 44 closing their positions.

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
119
Reduced
74
Closed
44
Calls
$105M
Puts
$501K
Net Calls
+$105M
Net Calls Change
-$544K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$88.3M
2
CIP
2
Champlain Investment Partners
Vermont
$60.4M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$43.2M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$38.1M
5
GCM
5
Geneva Capital Management
Wisconsin
$107M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$0
2
LA
2
Legacy Advisors
Pennsylvania
$1.34M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$0
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
Spire Wealth Management
Virginia
$11.7K -$166K -4,700 -93%
Fuller & Thaler Asset Management
227
Fuller & Thaler Asset Management
California
$11K -$8.84K -250 -45%
BWL
228
Bogart Wealth LLC
Virginia
$10.6K – – –
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$2.93K -83 -22%
PTC
230
Private Trust Company
Ohio
$10.1K +$954 +27 +10%
EWA
231
EverSource Wealth Advisors
Alabama
$9.01K +$1.94K +55 +28%
Mirae Asset Global Investments
232
Mirae Asset Global Investments
South Korea
$8.16K -$278K -7,856 -97%
GI
233
GAMMA Investing
California
$7.92K +$2.79K +79 +54%
HC
234
Hurley Capital
New York
$6.43K – – –
Lazard Asset Management
235
Lazard Asset Management
New York
$6K -$74.1K -2,160 -93%
WA
236
WPG Advisers
Maryland
$5.51K -$4.56K -129 -45%
AUB
237
Atlantic Union Bankshares
Virginia
$4.49K +$4.49K +127 New
GRP
238
Global Retirement Partners
California
$4.35K +$4.35K +123 New
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$4K +$31 +1 +0.8%
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$4K +$370 +10 +10%
GWM
241
Geneos Wealth Management
Colorado
$3.5K -$9.96K -282 -74%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$3.35K +$2.59K +75 +341%
BIG
243
Brooklyn Investment Group
New York
$2.69K +$389 +11 +17%
EC
244
Elequin Capital
New York
$2.51K +$2.51K +71 New
OP
245
ORG Partners
Indiana
$2.37K +$2.37K +67 New
FFA
246
Farther Finance Advisors
California
$2.37K +$35 +1 +2%
SS
247
SBI Securities
Japan
$1.84K – – –
PWMG
248
Private Wealth Management Group
New Jersey
$1.77K +$1.77K +50 New
HNB
249
Huntington National Bank
Ohio
$1.66K – – –
AF
250
Allworth Financial
California
$1.59K -$1.13K -32 -42%
8 9
10
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