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 %
IA
201
IFP Advisors
Florida
$111K -$44.7K -1,087 -29%
SG Americas Securities
202
SG Americas Securities
New York
$105K +$105K +2,977 New
AAM
203
Advisors Asset Management
Colorado
$76.5K +$8.23K +233 +12%
AB
204
Amalgamated Bank
New York
$67K – – –
KBC Group
205
KBC Group
Belgium
$66K -$28.7K -808 -30%
US Bancorp
206
US Bancorp
Minnesota
$61K -$10.5K -297 -15%
BTI
207
Blue Trust Inc
Georgia
$58.8K +$18.1K +512 +44%
Raymond James Financial
208
Raymond James Financial
Florida
$53.6K +$53.6K +1,516 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$51.8K +$12.3K +347 +31%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$34.1K -$3.43M -97,109 -99%
AAG
211
Armstrong Advisory Group
Massachusetts
$33.4K – – –
EIM
212
Essex Investment Management
Massachusetts
$32.8K – – –
NS
213
NBC Securities
Alabama
$31K +$31K +901 New
VCM
214
Versant Capital Management
Arizona
$28.5K – – –
SPIA
215
Steward Partners Investment Advisory
New York
$25.1K -$389 -11 -2%
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$25.1K +$3.78K +107 +18%
BNP Paribas Asset Management
217
BNP Paribas Asset Management
France
$23K +$23K +665 New
QL
218
Quarry LP
New York
$22.2K +$22.2K +628 New
NA
219
NewEdge Advisors
Louisiana
$19.3K – – –
FIA
220
FNY Investment Advisers
New York
$18K +$18K +520 New
Optiver Holding
221
Optiver Holding
Netherlands
$15.8K +$3.68K +104 +30%
LFG
222
Larson Financial Group
Missouri
$15.8K +$15.8K +447 New
PFBT
223
Parkside Financial Bank & Trust
Missouri
$12.9K +$6.4K +181 +98%
MA
224
MCF Advisors
Kentucky
$12.6K – – –
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$11.7K -$106 -3 -0.9%
7 8
9
10 11