VERX icon

Vertex
VERX

Overview Fund Activity

264 hedge funds and large institutions have $2.74B invested in Vertex in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
+11
Holders Change %
+4.35%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
63
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
+$32.9M
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
-$56.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$51.6M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$46.8M
4
BlackRock
BlackRock
New York
-$35.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Stephens Consulting
Michigan
$701 +$701 +20 New
Amundi
252
Amundi
France
$573 +$573 +16 New
PS
253
Principal Securities
Iowa
$534 – – –
SSB
254
Sandy Spring Bank
Maryland
$526 +$526 +15 New
JWA
255
JFS Wealth Advisors
Pennsylvania
$456 -$351 -10 -43%
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$231 +$225 +7,877 +3,751%
DPW
257
DiNuzzo Private Wealth
Pennsylvania
$211 – – –
SIC
258
SJS Investment Consulting
Ohio
$176 – – –
GFPC
259
Global Financial Private Client
Florida
$140 +$70 +2 +100%
GWSG
260
GPS Wealth Strategies Group
Colorado
$117 – – –
PWM
261
Parkworth Wealth Management
California
$35 – – –
BHWM
262
Bay Harbor Wealth Management
Maryland
$35 +$35 +1 New
DCM
263
Driehaus Capital Management
Illinois
– -$56.7M -1,063,711 Closed
AM
264
AGF Management
Ontario, Canada
– -$9.42M -176,593 Closed
PVM
265
Palogic Value Management
Texas
– -$5.34M -100,000 Closed
Renaissance Technologies
266
Renaissance Technologies
New York
– -$5.05M -94,700 Closed
EI
267
EAM Investors
California
– -$4.98M -93,254 Closed
EGI
268
EAM Global Investors
California
– -$3.94M -73,837 Closed
EF
269
Empowered Funds
Pennsylvania
– -$3.36M -63,038 Closed
TPM
270
Triasima Portfolio Management
Quebec, Canada
– -$3.13M -58,761 Closed
WCA
271
Westover Capital Advisors
Delaware
– -$2.96M -55,427 Closed
QT
272
Quantbot Technologies
New York
– -$2.44M -45,780 Closed
SSIM
273
Sheets Smith Investment Management
Texas
– -$1.88M -35,308 Closed
HighTower Advisors
274
HighTower Advisors
Illinois
– -$1.79M -33,582 Closed
Credit Agricole
275
Credit Agricole
France
– -$1.46M -27,370 Closed
9 10
11
12 13