Vertex
VERX
VERX
238 hedge funds and large institutions have $2.12B invested in Vertex in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 95 reducing their positions, and 59 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
29% less capital invested
Capital invested by funds: $2.97B → $2.12B (-$854M)
42% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 59
Holders
238
Holding in Top 10
5
Calls
$98.7M
Puts
$376K
Top Buyers
| 1 | +$76.4M | |
| 2 | +$61.7M | |
| 3 | +$32.1M | |
| 4 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$31M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.3M |
Top Sellers
| 1 | -$77.5M | |
| 2 | -$42.2M | |
| 3 | -$38.9M | |
| 4 |
FAM
Fred Alger Management
New York
|
-$24.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$22M |
