1,126 hedge funds and large institutions have $21.5B invested in Vertiv in 2025 Q1 according to their latest regulatory filings, with 212 funds opening new positions, 529 increasing their positions, 321 reducing their positions, and 247 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-58
Holders Change %
-4.9%
% of All Funds
15.29%
Holding in Top 10
23
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-48.89%
% of All Funds
0.31%
New
212
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 %
PC
326
Paradoxiom Capital
Connecticut
$4.06M +$4.06M +56,196 New
ASN
327
Advisory Services Network
Georgia
$4.05M -$702K -9,720 -15%
Creative Planning
328
Creative Planning
Kansas
$4.04M +$509K +7,056 +14%
NRS
329
Neville Rodie & Shaw
New York
$4M +$996K +13,800 +33%
SC
330
Savant Capital
Illinois
$3.99M +$939K +13,004 +31%
CIC
331
Chase Investment Counsel
Virginia
$3.92M -$711K -9,842 -15%
TIAM
332
TT International Asset Management
United Kingdom
$3.9M +$1.39M +19,212 +55%
Toronto Dominion Bank
333
Toronto Dominion Bank
Ontario, Canada
$3.88M +$510K +7,064 +15%
SIA
334
Sit Investment Associates
Minnesota
$3.84M +$523K +7,249 +16%
OTL
335
Oak Thistle LLC
New York
$3.82M +$3.82M +52,842 New
IBOK
336
Independence Bank of Kentucky
Kentucky
$3.81M +$1.85M +25,608 +94%
GCC
337
Game Creek Capital
Massachusetts
$3.79M -$325K -4,500 -8%
Teacher Retirement System of Texas
338
Teacher Retirement System of Texas
Texas
$3.76M +$3.52M +48,791 +1,463%
PFSRSONJ
339
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.75M
SB
340
Strategic Blueprint
Georgia
$3.72M +$257K +3,563 +7%
SLI
341
Sumitomo Life Insurance
Japan
$3.71M -$1.79M -24,746 -32%
HighTower Advisors
342
HighTower Advisors
Illinois
$3.66M +$573K +7,934 +19%
Mackenzie Financial
343
Mackenzie Financial
Ontario, Canada
$3.65M -$3.87M -53,653 -51%
AF
344
Alerus Financial
North Dakota
$3.62M +$474K +6,564 +15%
PS
345
Pennant Select
New Jersey
$3.61M +$3.61M +50,000 New
CCMG
346
Clark Capital Management Group
Pennsylvania
$3.61M -$92.6K -1,282 -3%
Pathstone Holdings
347
Pathstone Holdings
New Jersey
$3.56M +$252K +3,491 +8%
MA
348
MYDA Advisors
New York
$3.47M
GIM
349
Grassi Investment Management
California
$3.46M +$2.58M +35,750 +294%
SI
350
Stephens Inc
Arkansas
$3.45M +$2.93M +40,562 +566%