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 %
AAM
201
Advisors Asset Management
Colorado
$67.7K +$13.8K +395 +26%
AB
202
Amalgamated Bank
New York
$66K +$210 +6 +0.3%
TRCT
203
Tower Research Capital (TRC)
New York
$61K -$69.7K -1,992 -53%
AAG
204
Armstrong Advisory Group
Massachusetts
$50.5K – – –
BTI
205
Blue Trust Inc
Georgia
$40.3K +$2.77K +79 +7%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$39.2K +$455 +13 +1%
CCM
207
Coldstream Capital Management
Washington
$39K +$39K +1,115 New
EIM
208
Essex Investment Management
Massachusetts
$32.5K – – –
C
209
Covestor
United Kingdom
$31K +$29.3K +844 +1,722%
VCM
210
Versant Capital Management
Arizona
$28.3K +$28.3K +807 New
SPIA
211
Steward Partners Investment Advisory
New York
$25.2K – – –
BAMF
212
BI Asset Management Fondsmaeglerselskab
Denmark
$22K +$22K +641 New
Nisa Investment Advisors
213
Nisa Investment Advisors
Missouri
$21.1K +$13.8K +394 +189%
Fuller & Thaler Asset Management
214
Fuller & Thaler Asset Management
California
$19.6K -$46.8M -1,337,197 -100%
NA
215
NewEdge Advisors
Louisiana
$19.1K – – –
FHA
216
First Horizon Advisors
Tennessee
$18K +$18K +514 New
Canada Pension Plan Investment Board
217
Canada Pension Plan Investment Board
Ontario, Canada
$14K +$14K +400 New
GWM
218
Geneos Wealth Management
Colorado
$13.3K +$7.98K +228 +149%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$13.2K +$13.2K +378 New
MA
220
MCF Advisors
Kentucky
$12.5K +$1.09K +31 +10%
Optiver Holding
221
Optiver Holding
Netherlands
$12K +$12K +343 New
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$11.8K +$4.91K +140 +72%
CA
223
Clearstead Advisors
Ohio
$11.7K +$11.7K +334 New
BWL
224
Bogart Wealth LLC
Virginia
$10.5K +$5.95K +170 +130%
MSFP
225
Mark Sheptoff Financial Planning
Connecticut
$10.5K -$15.8K -450 -60%
7 8
9
10 11