VERX icon

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 %
TI
276
Trexquant Investment
Connecticut
– -$4.13M -117,970 Closed
HF
277
HRT Financial
New York
– -$2.26M -64,629 Closed
TD Asset Management
278
TD Asset Management
Ontario, Canada
– -$2.16M -61,668 Closed
AAP
279
Ardsley Advisory Partners
Connecticut
– -$1.65M -47,000 Closed
Balyasny Asset Management
280
Balyasny Asset Management
Illinois
– -$1.42M -40,422 Closed
CF
281
Corebridge Financial
Texas
– -$947K -27,036 Closed
BCI
282
Brinker Capital Investments
Pennsylvania
– -$867K -24,758 Closed
MNBTD
283
Moody National Bank Trust Division
Texas
– -$797K -22,766 Closed
BAM
284
Bosun Asset Management
Illinois
– -$494K -14,114 Closed
EAM
285
Eventide Asset Management
Massachusetts
– -$489K -13,958 Closed
AQR Capital Management
286
AQR Capital Management
Connecticut
– -$441K -12,604 Closed
GCM
287
Graham Capital Management
Connecticut
– -$395K -11,269 Closed
SPC
288
Sigma Planning Corp
Michigan
– -$380K -10,845 Closed
YIH
289
Y-Intercept (HK)
Hong Kong
– -$376K -10,749 Closed
2C
290
272 Capital
Texas
– -$361K -10,300 Closed
AIM
291
Aigen Investment Management
New York
– -$297K -8,489 Closed
SCA
292
Snowden Capital Advisors
New York
– -$253K -7,237 Closed
PWAM
293
Papamarkou Wellner Asset Management
New York
– -$229K -6,554 Closed
Walleye Trading
294
Walleye Trading
New York
– -$214K -6,101 Closed
AIM
295
Arcadia Investment Management
Michigan
– -$100K -2,862 Closed
NICM
296
Neo Ivy Capital Management
New York
– -$97K -2,772 Closed
CCM
297
Coldstream Capital Management
Washington
– -$39K -1,115 Closed
BAMF
298
BI Asset Management Fondsmaeglerselskab
Denmark
– -$22K -641 Closed
FHA
299
First Horizon Advisors
Tennessee
– -$18K -514 Closed
Canada Pension Plan Investment Board
300
Canada Pension Plan Investment Board
Ontario, Canada
– -$14K -400 Closed
9 10 11
12
13