Vertex
VERX
221 hedge funds and large institutions have $1.69B invested in Vertex in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 55 closing their positions.
10,724% more call options, than puts
Call options by funds: $77M | Put options by funds: $711K
4% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 81
1.43% less ownership
Funds ownership: 110.49% → 109.06% (-1.4%)
8% less funds holding
Funds holding: 240 → 221 (-19)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less capital invested
Capital invested by funds: $2.12B → $1.69B (-$433M)
27% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$82.1M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$68.4M |
| 3 |
Citigroup
New York
|
+$17.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$17.1M |
| 5 |
Goldman Sachs
New York
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$67.6M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$28.3M |
| 3 |
SP
ShawSpring Partners
Boston,
Massachusetts
|
-$26.8M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$21.8M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$18.8M |
VERX Hedge Fund Activity: Q4 2025 in Review
221 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q4 2025, worth a combined $1.69B — down 20% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of VERX and 40 opened new positions — a net loss of 15 holders — while 81 trimmed existing stakes and 78 added.
The largest buyer was UBS Group, adding an estimated $82.1M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $67.6M sold.
- 221 institutional investors held Vertex (VERX) as of Q4 2025, down from 240 in Q3 2025.
- Funds reported $1.69B of Vertex stock for Q4 2025, down 20% quarter-over-quarter.
- 40 funds opened new Vertex positions in Q4 2025 and 55 closed out, a net change of -15 holders.
- The largest Vertex buyer in Q4 2025 was UBS Group, an estimated $82.1M added.
- The largest Vertex seller in Q4 2025 was Wasatch Advisors, an estimated $67.6M sold.
Based on aggregated 13F filings for Q4 2025.