Vertex
VERX
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.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
8.22% more ownership
Funds ownership: 108.99% → 117.21% (+8.2%)
2% more funds holding
Funds holding: 264 → 270 (+6)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Holders
270
Holding in Top 10
6
Calls
$105M
Puts
$501K
Top Buyers
| 1 | +$88.3M | |
| 2 | +$60.4M | |
| 3 | +$43.2M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$38.1M |
| 5 |
GCM
Geneva Capital Management
Milwaukee,
Wisconsin
|
+$34.4M |
Top Sellers
| 1 | -$85.1M | |
| 2 | -$36.1M | |
| 3 | -$31.6M | |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$27.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$24.9M |
