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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 %
PBT
176
Pictet Bank & Trust
Bahamas
$319K +$158K +4,502 +98%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$301K +$258K +7,372 +597%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$300K +$32.4K +925 +12%
AIM
179
Aigen Investment Management
New York
$297K +$297K +8,489 New
JFG
180
Jefferies Financial Group
New York
$282K -$970K -27,709 -77%
SCA
181
Snowden Capital Advisors
New York
$253K +$253K +7,237 New
RA
182
RiverPark Advisors
New York
$240K -$28.6K -816 -11%
KeyBank National Association
183
KeyBank National Association
Ohio
$232K -$7.49K -214 -3%
PWAM
184
Papamarkou Wellner Asset Management
New York
$229K +$229K +6,554 New
MIA
185
MeadowBrook Investment Advisors
Michigan
$227K +$51.1K +1,460 +29%
Walleye Trading
186
Walleye Trading
New York
$214K +$214K +6,101 New
SA
187
Strategic Advocates
Utah
$207K +$207K +5,899 New
Prudential Financial
188
Prudential Financial
New Jersey
$201K +$201K +4,220 New
AIP
189
Ameritas Investment Partners
Nebraska
$199K – – –
Canada Life
190
Canada Life
Manitoba, Canada
$184K – – –
SWM
191
Spire Wealth Management
Virginia
$176K -$892K -25,470 -84%
SOW
192
State of Wyoming
Wyoming
$163K +$22.7K +649 +16%
IA
193
IFP Advisors
Florida
$133K +$133K +3,790 New
AIM
194
Arcadia Investment Management
Michigan
$100K – – –
NICM
195
Neo Ivy Capital Management
New York
$97K +$97K +2,772 New
Osaic Holdings
196
Osaic Holdings
Arizona
$96.9K +$24.1K +688 +33%
KBC Group
197
KBC Group
Belgium
$93K – – –
Lazard Asset Management
198
Lazard Asset Management
New York
$81K -$5.31K -153 -6%
Simplex Trading
199
Simplex Trading
Illinois
$74K +$38.1K +1,101 +106%
US Bancorp
200
US Bancorp
Minnesota
$70.9K +$33.2K +948 +88%
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8
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