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
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
126
Sterling Capital Management
North Carolina
$1.38M -$391K -11,155 -22%
ACM
127
Aquatic Capital Management
Illinois
$1.19M +$326K +9,309 +38%
LPL Financial
128
LPL Financial
California
$1.18M -$111K -3,183 -9%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17M +$80.6K +2,301 +7%
AssetMark Inc
130
AssetMark Inc
California
$1.16M +$1.11M +31,784 +2,140%
MIM
131
MetLife Investment Management
New Jersey
$1.15M -$17.7K -505 -2%
RI
132
Redwood Investments
Massachusetts
$1.13M -$44.7K -1,276 -4%
SIAP
133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M -$78.8K -2,250 -7%
IIM
134
INTECH Investment Management
Florida
$1.01M +$260K +7,437 +35%
Verition Fund Management
135
Verition Fund Management
Connecticut
$968K -$530K -15,140 -35%
Universal-Beteiligungs- und Servicegesellschaft
136
Universal-Beteiligungs- und Servicegesellschaft
Germany
$962K -$2.99M -85,331 -76%
CP
137
CenterBook Partners
Connecticut
$958K +$958K +27,359 New
CF
138
Corebridge Financial
Texas
$947K +$1.89K +54 +0.2%
BCI
139
Brinker Capital Investments
Pennsylvania
$867K +$867K +24,758 New
OPS
140
Orion Portfolio Solutions
Nebraska
$867K +$867K +24,758 New
MNBTD
141
Moody National Bank Trust Division
Texas
$797K +$117K +3,347 +17%
Stifel Financial
142
Stifel Financial
Missouri
$785K +$785K +22,410 New
GT
143
Glenmede Trust
Pennsylvania
$711K +$90.4K +2,581 +15%
SO
144
STRS Ohio
Ohio
$690K
AAS
145
Avantax Advisory Services
Texas
$686K +$162K +4,625 +31%
ASRS
146
Arizona State Retirement System
Arizona
$670K +$72.2K +2,063 +12%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$668K +$124K +3,531 +23%
OAM
148
Oppenheimer Asset Management
New York
$644K +$78.8K +2,251 +14%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$641K +$203K +5,800 +46%
A
150
AlphaQuest
New York
$595K +$284K +8,113 +91%