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Vertex
VERX

Overview Fund Activity

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 44 closing their positions.

Holders
270
Holders Change
+5
Holders Change %
+1.89%
% of All Funds
3.62%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
54
Increased
119
Reduced
74
Closed
44
Calls
$105M
Puts
$501K
Net Calls
+$105M
Net Calls Change
-$544K

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 Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
151
Two Sigma Investments
New York
$526K -$7.45M -210,702 -93%
PFSRSONJ
152
Police & Firemen's Retirement System of New Jersey
New Jersey
$521K +$113K +3,198 +28%
KK
153
KLP Kapitalforvaltning
Norway
$519K -$42.4K -1,200 -8%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$516K -$131K -3,700 -20%
BHCM
155
Brevan Howard Capital Management
Jersey
$499K +$499K +14,119 New
FGP
156
Freestone Grove Partners
California
$494K +$494K +13,991 New
Squarepoint
157
Squarepoint
New York
$486K -$3.01M -85,315 -86%
NAS
158
Nicolet Advisory Services
Wisconsin
$486K +$85.1K +2,634 +21%
Russell Investments Group
159
Russell Investments Group
United Kingdom
$479K +$474K +13,420 +10,911%
ProShare Advisors
160
ProShare Advisors
Maryland
$471K +$49.3K +1,395 +12%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$462K -$213K -6,019 -32%
WTG
162
West Tower Group
Virginia
$459K +$459K +13,000 New
HFM
163
Harvest Fund Management
China
$441K – – –
Truist Financial
164
Truist Financial
North Carolina
$435K -$39K -1,104 -8%
VA
165
Vident Advisory
Georgia
$432K +$71.8K +2,031 +20%
FCM
166
Fieldview Capital Management
Michigan
$414K +$414K +11,719 New
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$396K +$30.4K +862 +8%
VCA
168
Verdence Capital Advisors
Maryland
$386K +$29.2K +826 +8%
Stifel Financial
169
Stifel Financial
Missouri
$372K -$420K -11,896 -53%
Renaissance Technologies
170
Renaissance Technologies
New York
$371K +$371K +10,500 New
CFO
171
Callan Family Office
Pennsylvania
$370K +$370K +10,469 New
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$364K +$22.3K +630 +7%
SO
173
STRS Ohio
Ohio
$364K -$332K -9,400 -48%
Prudential Financial
174
Prudential Financial
New Jersey
$344K +$165K +3,885 +92%
A
175
AlphaQuest
New York
$343K -$258K -7,288 -43%
5 6
7
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