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Vertex
VERX

Overview Fund Activity

265 hedge funds and large institutions have $2.74B invested in Vertex in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+12
Holders Change %
+4.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
64
Increased
104
Reduced
73
Closed
51
Calls
$106M
Puts
$1.24M
Net Calls
+$105M
Net Calls Change
-$52.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$55.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.1M
3
HRCM
Hood River Capital Management
Florida
$31.6M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$27.4M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$25.5M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$19.6K
4
BlackRock
BlackRock
New York
$186M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
226
Summit Securities Group
New York
$10.5K +$10.5K +299 New
WA
227
WPG Advisers
Maryland
$9.98K -$105 -3 -1%
PTC
228
Private Trust Company
Ohio
$9.1K +$980 +28 +12%
EWA
229
EverSource Wealth Advisors
Alabama
$7K +$455 +13 +7%
PFBT
230
Parkside Financial Bank & Trust
Missouri
$6.44K -$1.54K -44 -19%
MG
231
Mather Group
Illinois
$6.37K – – –
HC
232
Hurley Capital
New York
$6.37K – – –
GI
233
GAMMA Investing
California
$5.08K -$4.69K -134 -48%
AWM
234
Accredited Wealth Management
Kentucky
$4.52K +$4.52K +129 New
Russell Investments Group
235
Russell Investments Group
United Kingdom
$4.31K -$6.65K -190 -61%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.06K +65 +107%
BT
237
Banque Transatlantique
France
$3.56K +$3.56K +110 New
AF
238
Allworth Financial
California
$3.05K +$1.23K +31 +67%
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$3K +$3K +98 New
FFA
240
Farther Finance Advisors
California
$2.38K – – –
BIG
241
Brooklyn Investment Group
New York
$2.28K – – –
SS
242
SBI Securities
Japan
$1.82K -$350 -10 -16%
RIL
243
Rothschild Investment LLC
Illinois
$1.75K -$350 -10 -17%
SW
244
SVB Wealth
Massachusetts
$1.75K +$1.75K +50 New
HNB
245
Huntington National Bank
Ohio
$1.65K -$8.09K -231 -83%
CA
246
Continuum Advisory
Idaho
$1.58K +$1.58K +45 New
KFI
247
Key Financial Inc
Pennsylvania
$1.23K – – –
PPC
248
Park Place Capital
Alabama
$1.12K +$1.12K +32 New
S
249
SignatureFD
Georgia
$840 -$175 -5 -17%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$782 -$640 -18 -45%
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