Vertex
VERX
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 43 closing their positions.
20,880% more call options, than puts
Call options by funds: $105M | Put options by funds: $501K
61% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 74
26% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 43
9% more capital invested
Capital invested by funds: $2.74B → $2.97B (+$236M)
7.85% more ownership
Funds ownership: 108.99% → 116.84% (+7.9%)
2% more funds holding
Funds holding: 264 → 270 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$95.1M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$65M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$46.6M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$41M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$85.1M |
| 2 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
-$48.6M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
-$31.6M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$27.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
301
First Horizon Advisors
Memphis,
Tennessee
| – | -$18K | -514 | Closed |
|
302
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$14K | -400 | Closed |
|
|
CA
303
Clearstead Advisors
Cleveland,
Ohio
| – | -$11.7K | -334 | Closed |
|
|
MSFP
304
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| – | -$10.5K | -300 | Closed |
|
|
SSG
305
Summit Securities Group
New York
| – | -$10.5K | -299 | Closed |
|
|
MG
306
Mather Group
Chicago,
Illinois
| – | -$6.37K | -182 | Closed |
|
|
AWM
307
Accredited Wealth Management
Louisville,
Kentucky
| – | -$4.52K | -129 | Closed |
|
|
SW
308
SVB Wealth
Boston,
Massachusetts
| – | -$1.75K | -50 | Closed |
|
|
CA
309
Continuum Advisory
Eagle,
Idaho
| – | -$1.57K | -45 | Closed |
|
|
PPC
310
Park Place Capital
Homewood,
Alabama
| – | -$1.12K | -32 | Closed |
|
|
SC
311
Stephens Consulting
Flint,
Michigan
| – | -$701 | -20 | Closed |
|
312
Amundi
Paris,
France
| – | -$573 | -16 | Closed |
|
|
GFPC
313
Global Financial Private Client
Sarasota,
Florida
| – | -$140 | -4 | Closed |
|
VERX Hedge Fund Activity: Q2 2025 in Review
270 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q2 2025, worth a combined $2.97B — up 8.6% from $2.74B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new VERX positions and 43 closed out — a net gain of 11 holders — while 119 added to existing stakes and 74 trimmed.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $95.1M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $85.1M sold.
- 270 institutional investors held Vertex (VERX) as of Q2 2025, up from 264 in Q1 2025.
- Funds reported $2.97B of Vertex stock for Q2 2025, up 8.6% quarter-over-quarter.
- 54 funds opened new Vertex positions in Q2 2025 and 43 closed out, a net change of +11 holders.
- The largest Vertex buyer in Q2 2025 was Wasatch Advisors, an estimated $95.1M added.
- The largest Vertex seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $85.1M sold.
Based on aggregated 13F filings for Q2 2025.