VERX icon

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 %
SC
176
SummitTX Capital
Texas
$337K +$337K +9,533 New
WP
177
Woodline Partners
California
$335K +$335K +9,470 New
PBT
178
Pictet Bank & Trust
Bahamas
$322K – – –
HighTower Advisors
179
HighTower Advisors
Illinois
$308K +$308K +8,709 New
SL
180
Summitry LLC
California
$297K +$297K +8,408 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$296K -$8.55K -242 -3%
TRCT
182
Tower Research Capital (TRC)
New York
$285K +$224K +6,328 +363%
CWM
183
CIBC World Markets
New York
$283K -$149K -4,229 -35%
KeyBank National Association
184
KeyBank National Association
Ohio
$278K +$44.2K +1,250 +19%
Victory Capital Management
185
Victory Capital Management
Texas
$269K -$3.15M -89,071 -92%
MIA
186
MeadowBrook Investment Advisors
Michigan
$269K +$39.2K +1,110 +17%
JFG
187
Jefferies Financial Group
New York
$265K -$20.1K -568 -7%
Canada Life
188
Canada Life
Manitoba, Canada
$259K +$72.8K +2,055 +39%
FAM
189
Fulcrum Asset Management
United Kingdom
$254K +$254K +282,182 New
N
190
Natixis
France
$254K +$254K +7,200 New
PTC
191
Petrus Trust Company
Texas
$254K +$254K +7,194 New
Capstone Investment Advisors
192
Capstone Investment Advisors
New York
$247K +$247K +7,000 New
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$242K -$60.7K -1,718 -20%
AIP
194
Ameritas Investment Partners
Nebraska
$235K +$34.1K +965 +17%
SA
195
Strategic Advocates
Utah
$228K +$20K +565 +10%
FG
196
Fairman Group
Pennsylvania
$217K – – –
RA
197
RiverPark Advisors
New York
$197K -$45.7K -1,294 -19%
AssetMark Inc
198
AssetMark Inc
California
$168K -$1.01M -28,526 -86%
SOW
199
State of Wyoming
Wyoming
$166K +$707 +20 +0.4%
Osaic Holdings
200
Osaic Holdings
Arizona
$157K +$36K +823 +30%
6 7
8
9 10