VERX icon

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 %
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.28M 36,272 +2,798 +8%
XT
127
XTX Topco
Cayman Islands
$1.28M 36,101 +20,340 +129%
BMSSC
128
B. Metzler seel. Sohn & Co
Germany
$1.12M 31,732 +31,732 New
SCM
129
Sterling Capital Management
North Carolina
$1.08M 30,612 -8,854 -22%
First Trust Advisors
130
First Trust Advisors
Illinois
$1.07M 30,189 -90,188 -75%
DI
131
DKRT Investments
$1.06M 30,000 +30,000 New
SIAP
132
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.04M 29,470 – –
Universal-Beteiligungs- und Servicegesellschaft
133
Universal-Beteiligungs- und Servicegesellschaft
Germany
$988K 27,974 +502 +2%
AAS
134
Avantax Advisory Services
Texas
$946K 26,784 +7,200 +37%
IMRF
135
Illinois Municipal Retirement Fund
Illinois
$936K 26,499 +26,499 New
GIM
136
Glenmede Investment Management
Pennsylvania
$872K 24,690 +24,690 New
PP
137
PDT Partners
New York
$767K 21,703 -74,762 -78%
CP
138
CenterBook Partners
Connecticut
$708K 20,050 -7,309 -27%
LFRG
139
Lazard Frères Gestion
France
$706K 20,000 +20,000 New
ASRS
140
Arizona State Retirement System
Arizona
$704K 19,921 +796 +4%
ACM
141
Aquatic Capital Management
Illinois
$680K 19,238 -14,785 -43%
DT
142
Diversified Trust
Tennessee
$672K 19,012 +19,012 New
Connor, Clark & Lunn Investment Management (CC&L)
143
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$656K 18,577 +18,577 New
Two Sigma Advisers
144
Two Sigma Advisers
New York
$643K 18,200 -73,800 -80%
I
145
InceptionR
California
$626K 17,709 +17,709 New
State of Wisconsin Investment Board
146
State of Wisconsin Investment Board
Wisconsin
$605K 17,108 +5,247 +44%
PAM
147
Panagora Asset Management
Massachusetts
$548K 15,515 +19 +0.1%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$535K 15,146 +4,734 +45%
Pathstone Holdings
149
Pathstone Holdings
New Jersey
$529K 14,980 +6 +0%
Two Sigma Investments
150
Two Sigma Investments
New York
$526K 14,876 -210,702 -93%
4 5
6
7 8