1,127 hedge funds and large institutions have $21.5B invested in Vertiv in 2025 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 529 increasing their positions, 321 reducing their positions, and 247 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
-57
Holders Change %
-4.81%
% of All Funds
15.31%
Holding in Top 10
23
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-48.89%
% of All Funds
0.31%
New
213
Increased
529
Reduced
321
Closed
247
Calls
$1.54B
Puts
$1.72B
Net Calls
-$182M
Net Calls Change
-$518M
Name Holding Trade Value Shares
Change
Shares
Change %
DnB Asset Management
251
DnB Asset Management
Norway
$6.82M -$48.9K -677 -0.7%
Wealth Enhancement Advisory Services
252
Wealth Enhancement Advisory Services
Minnesota
$6.76M +$4.02M +55,736 +147%
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$6.6M +$1.89M +26,154 +40%
Daiwa Securities Group
254
Daiwa Securities Group
Japan
$6.58M -$347K -4,804 -5%
SSA
255
Sierra Summit Advisors
Nevada
$6.52M -$199K -2,763 -3%
Envestnet Portfolio Solutions
256
Envestnet Portfolio Solutions
Illinois
$6.52M +$178K +2,465 +3%
ZCI
257
Zevenbergen Capital Investments
Washington
$6.5M
CRCM
258
Crystal Rock Capital Management
Illinois
$6.48M -$3.79M -52,435 -37%
NA
259
NewEdge Advisors
Louisiana
$6.47M -$415K -5,750 -6%
PAG
260
Private Advisor Group
New Jersey
$6.36M +$2.63M +36,492 +71%
KBC Group
261
KBC Group
Belgium
$6.28M -$4.2M -58,198 -40%
OGC
262
Oak Grove Capital
New Hampshire
$6.26M +$1.27M +17,575 +25%
BCM
263
Beck Capital Management
Texas
$6.15M -$220K -3,046 -3%
PAG
264
Private Advisory Group
Washington
$5.99M +$1.13M +15,587 +23%
TI
265
Tidal Investments
Wisconsin
$5.93M -$3.57M -49,377 -38%
ASC
266
Atalanta Sosnoff Capital
New York
$5.83M -$13.6M -188,230 -70%
BCP
267
Bayberry Capital Partners
New York
$5.78M +$5.78M +80,100 New
KIA
268
KCM Investment Advisors
California
$5.77M +$2.6M +36,051 +82%
PP
269
Prudential plc
United Kingdom
$5.74M +$1.12M +15,446 +24%
SFI
270
Susquehanna Fundamental Investments
Pennsylvania
$5.69M -$2.19M -30,325 -28%
Twin Tree Management
271
Twin Tree Management
Texas
$5.65M +$5.65M +78,211 New
SCM
272
Silvant Capital Management
Georgia
$5.64M
MAM
273
Meeder Asset Management
Ohio
$5.57M -$942K -13,050 -14%
LWM
274
Lyell Wealth Management
California
$5.36M +$2.78M +38,553 +108%
VIM
275
Vinva Investment Management
Australia
$5.34M -$1.58M -21,126 -23%