VERX icon

Vertex
VERX

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
Capital World Investors
California
$55.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$85.1M
3
HRCM
Hood River Capital Management
Florida
$31.6M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$27.4M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$25.5M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$48.8M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$19.6K
4
BlackRock
BlackRock
New York
$186M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KK
151
KLP Kapitalforvaltning
Norway
$557K +$119K +3,400 +27%
XT
152
XTX Topco
Cayman Islands
$552K +$552K +15,761 New
PAM
153
Panagora Asset Management
Massachusetts
$543K +$543K +15,496 New
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$532K -$2.93M -83,702 -85%
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$524K -$3.92K -112 -0.7%
BAM
156
Bosun Asset Management
Illinois
$494K -$14K -400 -3%
EAM
157
Eventide Asset Management
Massachusetts
$489K +$489K +13,958 New
NAS
158
Nicolet Advisory Services
Wisconsin
$474K +$140K +3,670 +42%
Truist Financial
159
Truist Financial
North Carolina
$470K -$278K -7,945 -37%
AQR Capital Management
160
AQR Capital Management
Connecticut
$441K -$15.6K -446 -3%
HFM
161
Harvest Fund Management
China
$441K – – –
CWM
162
CIBC World Markets
New York
$429K +$251K +7,168 +141%
ProShare Advisors
163
ProShare Advisors
Maryland
$418K -$116K -3,323 -22%
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$415K +$68.2K +1,947 +20%
PFSRSONJ
165
Police & Firemen's Retirement System of New Jersey
New Jersey
$405K – – –
GCM
166
Graham Capital Management
Connecticut
$395K +$395K +11,269 New
SPC
167
Sigma Planning Corp
Michigan
$380K -$2.21K -63 -0.6%
YIH
168
Y-Intercept (HK)
Hong Kong
$376K +$376K +10,749 New
Natixis Advisors
169
Natixis Advisors
Massachusetts
$365K -$597K -17,026 -62%
Pictet Asset Management
170
Pictet Asset Management
Switzerland
$364K +$19K +543 +6%
2C
171
272 Capital
Texas
$361K +$361K +10,300 New
VA
172
Vident Advisory
Georgia
$357K +$24.2K +690 +7%
VCA
173
Verdence Capital Advisors
Maryland
$354K +$96.5K +2,757 +37%
G
174
Greycroft
New York
$350K +$350K +10,000 New
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$339K +$339K +9,680 New
5 6
7
8 9