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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.

New
Increased
Maintained
Reduced
Closed
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 %
RIL
251
Rothschild Investment LLC
Illinois
$1.41K -$353 -10 -20%
S
252
SignatureFD
Georgia
$1.34K +$495 +14 +58%
KFI
253
Key Financial Inc
Pennsylvania
$1.24K – – –
SO
254
Sierra Ocean
California
$1.03K +$1.03K +29 New
HWM
255
Hemington Wealth Management
Virginia
$1K +$553 +21 +124%
JWA
256
JFS Wealth Advisors
Pennsylvania
$778 +$318 +9 +69%
SC
257
SouthState Corp
Florida
$460 +$460 +13 New
PS
258
Principal Securities
Iowa
$353 – – –
PA
259
Parallel Advisors
California
$318 +$318 +9 New
FFO
260
Fortitude Family Office
Arizona
$283 +$283 +8 New
DPW
261
DiNuzzo Private Wealth
Pennsylvania
$213 – – –
BHWM
262
Bay Harbor Wealth Management
Maryland
$176 +$141 +4 +400%
GWSG
263
GPS Wealth Strategies Group
Colorado
$118 – – –
SIC
264
SJS Investment Consulting
Ohio
$107 -$71 -2 -40%
HIA
265
HFM Investment Advisors
New Jersey
$106 +$106 +3 New
RWM
266
Rialto Wealth Management
New York
$71 +$71 +2 New
TWD
267
True Wealth Design
Ohio
$36 +$36 +1 New
PWM
268
Parkworth Wealth Management
California
$35 – – –
T. Rowe Price Investment Management
269
T. Rowe Price Investment Management
Maryland
– -$85.1M -2,429,416 Closed
HRCM
270
Hood River Capital Management
Florida
– -$31.6M -901,873 Closed
Fiera Capital (Canada)
271
Fiera Capital (Canada)
Quebec, Canada
– -$27.4M -782,599 Closed
SSA
272
Schonfeld Strategic Advisors
New York
– -$20.3M -580,525 Closed
Lord, Abbett & Co
273
Lord, Abbett & Co
New Jersey
– -$13.1M -373,650 Closed
SGM
274
Scalar Gauge Management
Texas
– -$6.39M -182,554 Closed
MAM
275
Melqart Asset Management
United Kingdom
– -$4.15M -118,566 Closed
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