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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 %
Credit Agricole
276
Credit Agricole
France
– -$1.46M -27,370 Closed
JF
277
Jump Financial
Illinois
– -$1.26M -23,700 Closed
BWM
278
Bosman Wealth Management
California
– -$1.21M -22,709 Closed
GIPM
279
G2 Investment Partners Management
New York
– -$1.18M -22,201 Closed
Voloridge Investment Management
280
Voloridge Investment Management
Florida
– -$1.12M -20,932 Closed
EA
281
Ellsworth Advisors
Ohio
– -$922K -17,291 Closed
SSWM
282
Sheets Smith Wealth Management
North Carolina
– -$806K -15,099 Closed
CGIM
283
Cannon Global Investment Management
Florida
– -$678K -12,704 Closed
CCIA
284
Campbell & Co Investment Adviser
Maryland
– -$655K -12,282 Closed
QC
285
Quantessence Capital
New York
– -$645K -12,091 Closed
SRL
286
Scientech Research LLC
New Jersey
– -$641K -12,021 Closed
Raymond James Financial
287
Raymond James Financial
Florida
– -$595K -11,155 Closed
PWS
288
Precision Wealth Strategies
Missouri
– -$536K -10,045 Closed
CFO
289
Callan Family Office
Pennsylvania
– -$534K -10,007 Closed
HCA
290
Harbor Capital Advisors
Illinois
– -$505K -9,463 Closed
FC
291
FORA Capital
Florida
– -$489K -9,164 Closed
Schroder Investment Management Group
292
Schroder Investment Management Group
United Kingdom
– -$394K -7,436 Closed
AI
293
Atom Investors
Texas
– -$360K -6,749 Closed
OQS
294
Occudo Quantitative Strategies
Florida
– -$298K -5,580 Closed
CC
295
Corton Capital
Ontario, Canada
– -$269K -5,041 Closed
DTL
296
Dynamic Technology Lab
Singapore
– -$268K -5,020 Closed
PTC
297
Petrus Trust Company
Texas
– -$253K -4,741 Closed
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
– -$250K -4,691 Closed
SPA
299
Sherbrooke Park Advisers
New York
– -$248K -4,650 Closed
JG
300
Jain Global
New York
– -$236K -4,422 Closed
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