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Asset Manager ← All Institutions

Verition Fund Management LLC

Q3 2025 · Filed 2025-11-14
Market Value
$16.3B
+0.7%
Holdings
2,920
+9
New Purchases
290
Added To
970
Closed
292
Reduced
1,263
Top 10 Concentration
17.1%
Turnover
19.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 6.16% 0.00% +6.16% $1.0B
NVDA 3.33% 2.08% +1.24% $544M
LLY 1.11% 0.06% +1.05% $182M
AMZN 1.34% 0.48% +0.86% $219M
NSC 0.75% 0.07% +0.67% $122M
CYBR 0.73% 0.11% +0.62% $119M
BKLN 0.49% 0.00% +0.49% $80M
SPY 1.72% 1.26% +0.46% $282M
WBD 0.43% 0.03% +0.40% $70M
VRNA 0.34% 0.01% +0.33% $55M
MRUS 0.29% 0.00% +0.29% $47M
XEL 0.33% 0.07% +0.27% $55M
COOP 0.26% 0.02% +0.25% $43M
IBIT 0.71% 0.47% +0.24% $116M
NEE 0.27% 0.05% +0.22% $44M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LQD 0.50% 2.11% -1.62% $82M
CG 0.02% 0.43% -0.41% $3M
HES 0.00% 0.38% -0.38% $0
VCIT 0.00% 0.34% -0.34% $0
HYG 0.19% 0.49% -0.31% $30M
CHD 0.00% 0.29% -0.29% $0
BEN 0.18% 0.40% -0.23% $29M
D 0.00% 0.22% -0.22% $0
ALL 0.32% 0.54% -0.22% $53M
SKX 0.00% 0.21% -0.21% $0
SO 0.02% 0.23% -0.21% $3M
AN 0.04% 0.25% -0.21% $6M
PEG 0.04% 0.24% -0.21% $6M
DTE 0.04% 0.23% -0.19% $6M
SJM 0.07% 0.26% -0.19% $12M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $3.4B 20.8%
Large Cap 824 $7.4B 45.1%
Mid Cap 982 $4.4B 26.7%
Small Cap 844 $1.1B 6.6%
Micro Cap 201 $136M 0.8%

Portfolio Analytics

Avg Market Cap
$33.6B
Median Market Cap
$3.9B
Avg P/E
33.9
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
2,850
# ETFs / Funds
70

Top Holdings (2,920 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 6.16% 1,504,518 $1.0B $669.30 +1,504,518 NEW
2 NVDA 3.33% 2,915,936 $544M $186.58 $206M +773,252 +36.1%
3 SPY 1.72% 422,569 $282M $666.18 $77M +91,061 +27.5%
4 AMZN 1.34% 999,424 $219M $219.57 $141M +642,580 +180.1%
5 LLY 1.11% 238,277 $182M $763.00 $172M +225,968 +1835.8%
6 NSC 0.75% 407,313 $122M $300.41 $110M +359,974 +760.4%
7 QQQ 0.74% 202,335 $121M $600.37 $22M +21,780 +12.1%
8 CYBR 0.73% 246,776 $119M $483.15 $102M +204,749 +487.2%
9 IBIT 0.71% 1,782,627 $116M $65.00 $40M +538,888 +43.3%
10 BPOP 0.54% 689,917 $88M $127.01 -$2M -124,473 -15.3%
11 LQD 0.50% 731,163 $82M $111.47 -$262M -2,401,837 -76.7%
12 BKLN 0.49% 3,800,000 $80M $20.93 +3,800,000 NEW
13 RNR 0.47% 300,128 $76M $253.93 -$7M -42,129 -12.3%
14 K 0.46% 915,799 $75M $82.02 $26M +294,238 +47.3%
15 AON 0.45% 205,731 $73M $356.58 -$17M -48,145 -19.0%
16 BRO 0.45% 776,267 $73M $93.79 $19M +289,213 +59.4%
17 TRV 0.44% 256,787 $72M $279.22 -$15M -65,497 -20.3%
18 WBD 0.43% 3,583,830 $70M $19.53 $65M +3,123,300 +678.2%
19 ONB 0.42% 3,156,744 $69M $21.95 $25M +1,070,282 +51.3%
20 INDB 0.40% 946,006 $65M $69.17 $15M +141,888 +17.6%
21 MSFT 0.40% 125,605 $65M $517.95 -$26M -57,810 -31.5%
22 MCD 0.40% 213,681 $65M $303.89 $29M +90,965 +74.1%
23 ROST 0.40% 425,089 $65M $152.39 $32M +170,750 +67.1%
24 HIG 0.37% 452,406 $60M $133.39 -$28M -244,486 -35.1%
25 WBS 0.36% 1,001,548 $60M $59.44 $3M -26,479 -2.6%
26 WSBC 0.36% 1,850,511 $59M $31.93 -$9M -296,214 -13.8%
27 BAC 0.35% 1,120,326 $58M $51.59 $18M +270,700 +31.9%
28 HBAN 0.34% 3,198,931 $55M $17.27 $26M +1,450,140 +82.9%
29 VRNA 0.34% 517,012 $55M $106.71 $54M +503,969 +3863.9%
30 XEL 0.33% 678,954 $55M $80.65 $44M +514,928 +313.9%
31 LBRDK 0.33% 837,267 $53M $63.54 -$12M +178,545 +27.1%
32 ALL 0.32% 245,691 $53M $214.65 -$35M -188,628 -43.4%
33 CINF 0.31% 320,451 $51M $158.10 -$10M -88,914 -21.7%
34 FBP 0.31% 2,284,146 $50M $22.05 $14M +548,164 +31.6%
35 NI 0.30% 1,144,710 $50M $43.30 $10M +169,614 +17.4%
36 ASB 0.30% 1,903,384 $49M $25.71 $5M +105,186 +5.8%
37 MRUS 0.29% 498,900 $47M $94.15 $47M +494,923 +12444.6%
38 EA 0.28% 230,340 $46M $201.70 $35M +159,702 +226.1%
39 NEE 0.27% 577,507 $44M $75.49 $36M +463,459 +406.4%
40 LNT 0.27% 644,324 $43M $67.41 $11M +108,850 +20.3%
41 COOP 0.26% 204,693 $43M $210.79 $40M +186,146 +1003.6%
42 RGLD 0.25% 205,792 $41M $200.58 $4M -1,626 -0.8%
43 META 0.25% 55,919 $41M $734.38 $14M +19,627 +54.1%
44 TFC 0.25% 893,525 $41M $45.72 -$1M -87,018 -8.9%
45 GTLS 0.25% 203,586 $41M $200.15 $5M -11,440 -5.3%
46 AAPL 0.24% 154,043 $39M $254.63 $12M +19,536 +14.5%
47 MA 0.24% 68,679 $39M $568.81 -$12M -22,553 -24.7%
48 FYBR 0.24% 1,039,843 $39M $37.35 -$2M -95,469 -8.4%
49 PANW 0.23% 184,970 $38M $203.62 $13M +66,514 +56.1%
50 USB 0.23% 775,724 $37M $48.33 $7M +106,533 +15.9%
51 YNDX 0.23% 333,550 $37M $112.27 $35M +283,167 +562.0%
52 WMT 0.23% 363,158 $37M $103.06 $5M +34,193 +10.4%
53 SHEL 0.23% 517,729 $37M $71.53 -$6M -87,765 -14.5%
54 CZR 0.22% 1,342,518 $36M $27.03 $16M +635,879 +90.0%
55 TXNM 0.22% 640,659 $36M $56.55 $3M +57,133 +9.8%
56 DKS 0.22% 160,564 $36M $222.22 -$2M -28,107 -14.9%
57 FHN 0.22% 1,567,830 $35M $22.61 -$2M -207,612 -11.7%
58 SIGI 0.22% 434,184 $35M $81.07 -$140K +26,346 +6.5%
59 KBR 0.22% 744,233 $35M $47.29 $14M +308,728 +70.9%
60 XOM 0.21% 309,850 $35M $112.75 $24M +209,951 +210.2%
61 SYY 0.21% 418,510 $34M $82.34 $10M +99,214 +31.1%
62 B 0.21% 1,043,328 $34M $32.77 $23M +500,330 +92.1%
63 FNB 0.21% 2,118,767 $34M $16.11 $3M +15,958 +0.8%
64 WMB 0.21% 530,369 $34M $63.35 $13M +209,154 +65.1%
65 WRE 0.20% 1,978,134 $33M $16.86 $27M +1,577,295 +393.5%
66 SMH 0.20% 102,046 $33M $326.36 $9M +14,249 +16.2%
67 PFGC 0.20% 313,373 $33M $104.04 $20M +164,313 +110.2%
68 KRE 0.20% 507,455 $32M $63.30 $1M -13,850 -2.7%
69 BCC 0.20% 414,937 $32M $77.32 -$8M -43,080 -9.4%
70 WTFC 0.19% 238,210 $32M $132.44 $21M +150,768 +172.4%
71 SLV 0.19% 741,908 $31M $42.37 $30M +702,544 +1784.7%
72 WEC 0.19% 271,400 $31M $114.59 -$25M -266,340 -49.5%
73 C 0.19% 305,907 $31M $101.50 -$7M -142,001 -31.7%
74 HYG 0.19% 375,500 $30M $81.19 -$50M -617,986 -62.2%
75 IAG 0.18% 2,315,665 $30M $12.93 $28M +2,006,672 +649.4%
76 ES 0.18% 417,119 $30M $71.14 -$8M -168,317 -28.8%
77 FE 0.18% 646,902 $30M $45.82 -$19M -558,047 -46.3%
78 BEN 0.18% 1,250,735 $29M $23.13 -$36M -1,489,468 -54.4%
79 FIVE 0.18% 186,239 $29M $154.70 -$7M -86,507 -31.7%
80 LRCX 0.17% 212,335 $28M $133.90 $4M -34,609 -14.0%
81 ZS 0.17% 94,504 $28M $299.66 $4M +17,480 +22.7%
82 ETR 0.17% 299,287 $28M $93.19 -$6M -108,232 -26.6%
83 PNC 0.17% 138,423 $28M $200.93 $2M -1,337 -1.0%
84 AMTM 0.17% 1,135,626 $27M $23.95 $25M +1,043,145 +1128.0%
85 EVRG 0.17% 357,555 $27M $76.02 $3M +8,745 +2.5%
86 FLR 0.17% 644,643 $27M $42.07 -$20M -282,183 -30.4%
87 CBSH 0.17% 452,087 $27M $59.76 -$2M -19,994 -4.2%
88 JPM 0.17% 85,522 $27M $315.43 $17M +52,213 +156.8%
89 GLNG 0.16% 666,475 $27M $40.41 -$11M -257,057 -27.8%
90 DD 0.16% 343,162 $27M $77.90 $1M -25,093 -6.8%
91 DTM 0.16% 235,801 $27M $113.06 $4M +27,800 +13.4%
92 HD 0.16% 65,680 $27M $405.19 -$9M -31,325 -32.3%
93 ACA 0.16% 281,400 $26M $93.71 -$4M -74,596 -20.9%
94 LMT 0.16% 52,747 $26M $499.21 $18M +34,286 +185.7%
95 TRGP 0.16% 155,906 $26M $167.54 -$11M -56,793 -26.7%
96 ALE 0.16% 391,318 $26M $66.40 $8M +112,211 +40.2%
97 AL 0.16% 405,433 $26M $63.65 $24M +378,472 +1403.8%
98 JCI 0.16% 234,066 $26M $109.95 $17M +155,124 +196.5%
99 OR 0.16% 632,705 $25M $40.08 $9M +1,949 +0.3%
100 UNP 0.15% 105,641 $25M $236.37 -$4M -20,496 -16.2%

Options Breakdown

423 Calls $2.4B Call Value 437 Puts $4.3B Put Value 1.77 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 250,100 $150M
LQD 1,200,000 $134M NEW
HYG 1,000,000 $81M
KWEB 1,600,000 $67M
ASHR 1,500,000 $49M NEW
EWZ 1,500,000 $46M
XLE 500,000 $45M NEW
WBD 2,250,000 $44M
FEZ 700,000 $43M NEW
AAPL 139,000 $35M

Top Puts

SymbolSharesValueStatus
NVDA 2,924,800 $546M
QQQ 506,100 $304M
HYG 3,075,000 $250M
AMZN 913,600 $201M
LLY 225,300 $172M
LQD 1,200,000 $134M
SPY 194,700 $130M
IBIT 1,036,000 $67M
AAPL 209,100 $53M
MSTR 157,000 $51M

New Positions

SymbolValue% Port
IVV $1.0B 6.16%
BKLN $80M 0.49%
LTM $21M 0.13%
ESS $16M 0.10%
SBCF $15M 0.09%
WDC $15M 0.09%
FLY $13M 0.08%
VNOM $13M 0.08%
SAND $11M 0.07%
FIG $11M 0.07%
BDCIU $10M 0.06%
XRT $9M 0.05%
MBVIU $8M 0.05%
ATKR $8M 0.05%
CEPF $8M 0.05%

Sold Out Positions

SymbolValue% Port
BDX —%
FMX —%
ATEN —%
HMC —%
TSLX —%
WTM —%
SA —%
AEM —%
HFRO —%
USPH —%
HLIO —%
D —%
TEVA —%
REXR —%
CVLG —%
View SEC EDGAR Filings for Verition Fund Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms