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Vertex
VERX

Overview Fund Activity

268 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, 118 increasing their positions, 73 reducing their positions, and 44 closing their positions.

Holders
268
Holders Change
+3
Holders Change %
+1.13%
% 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
54
Increased
118
Reduced
73
Closed
44
Calls
$105M
Puts
$501K
Net Calls
+$104M
Net Calls Change
-$961K

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 Market Value Shares Shares
Change 		Shares
Change %
Marshall Wace
76
Marshall Wace
United Kingdom
$6.14M 173,682 -40,139 -19%
KCM
77
Kennedy Capital Management
Missouri
$5.9M 166,933 +2,791 +2%
GA
78
Gagnon Advisors
New York
$5.72M 161,813 – –
JG
79
Jain Global
New York
$5.56M 157,386 +157,386 New
WTC
80
WhitTier Trust Company
Nevada
$4.85M 137,349 +4,784 +4%
NSAM
81
North Star Asset Management
Wisconsin
$4.66M 131,952 +16,578 +14%
NL
82
Nuveen LLC
North Carolina
$4.65M 131,702 -14,549 -10%
Swiss National Bank
83
Swiss National Bank
Switzerland
$4.61M 130,400 +1,100 +0.9%
MIM
84
Monashee Investment Management
Massachusetts
$4.59M 130,000 +130,000 New
SCM
85
Saba Capital Management
New York
$4.42M 125,076 +6,641 +6%
BAM
86
Bullseye Asset Management
Colorado
$3.95M 111,699 +21,639 +24%
HIM
87
Herald Investment Management
United Kingdom
$3.89M 110,000 – –
Citigroup
88
Citigroup
New York
$3.84M 108,808 +59,611 +121%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$3.83M 108,380 -9,674 -8%
EAM
90
EFG Asset Management
Oregon
$3.77M 106,828 +52,695 +97%
LFM
91
LGT Fund Management
Liechtenstein
$3.58M 101,360 +13,660 +16%
Bank Julius Baer & Co
92
Bank Julius Baer & Co
Switzerland
$3.56M 100,838 -48,729 -33%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$3.44M 97,489 +13,337 +16%
AAIS
94
ABN AMRO Investment Solutions
$3.22M 91,171 +30,105 +49%
TC
95
TwinBeech Capital
New York
$3.18M 90,109 +90,109 New
AI
96
Axiom Investors
Connecticut
$3.06M 86,492 -102,148 -54%
Mirae Asset Global ETFs Holdings
97
Mirae Asset Global ETFs Holdings
Hong Kong
$2.93M 83,056 +1,121 +1%
Legal & General Group
98
Legal & General Group
United Kingdom
$2.81M 79,575 +5,515 +7%
AACP
99
Advantage Alpha Capital Partners
California
$2.58M 72,882 -46,171 -39%
AllianceBernstein
100
AllianceBernstein
Tennessee
$2.5M 70,798 +8,532 +14%
2 3
4
5 6