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 %
PCM
401
Penserra Capital Management
California
$2.48M +$794K +11,000 +47%
OWIM
402
Old West Investment Management
California
$2.46M +$96.7K +1,340 +4%
VanEck Associates
403
VanEck Associates
New York
$2.43M +$2.43M +33,687 New
CS
404
Candriam SCA
Luxembourg
$2.42M -$14M -193,991 -85%
BOH
405
Bank of Hawaii
Hawaii
$2.42M +$52.3K +724 +2%
Two Sigma Advisers
406
Two Sigma Advisers
New York
$2.42M +$2.14M +29,600 +759%
VPIM
407
Vanguard Personalized Indexing Management
California
$2.41M +$246K +3,407 +11%
PCM
408
Polymer Capital Management
New York
$2.4M +$2.04M +28,214 +564%
NL
409
NWAM LLC
Washington
$2.4M -$711K -9,849 -23%
LAM
410
LECAP Asset Management
United Kingdom
$2.4M +$1.6M +22,137 +200%
Corient Private Wealth
411
Corient Private Wealth
Florida
$2.39M +$309K +4,282 +15%
KIA
412
Knollwood Investment Advisory
Maryland
$2.38M +$419K +5,800 +21%
KFP
413
KMG Fiduciary Partners
Ohio
$2.36M +$282K +3,903 +14%
GWSG
414
GPS Wealth Strategies Group
Colorado
$2.33M +$2.08M +28,860 +833%
BFS
415
Bradley Foster & Sargent
Connecticut
$2.27M -$247K -3,425 -10%
HBWM
416
Hollow Brook Wealth Management
New York
$2.25M -$646K -8,941 -22%
SGA
417
Strategic Global Advisors
California
$2.25M -$293K -4,053 -12%
SW
418
SteelPeak Wealth
California
$2.24M +$1.75M +24,253 +356%
HCS
419
Himension Capital (Singapore)
Singapore
$2.23M +$2.23M +30,923 New
JSSH
420
J. Safra Sarasin Holding
$2.23M +$1.09M +15,085 +96%
NCGI
421
Next Century Growth Investors
Minnesota
$2.23M +$121K +1,678 +6%
BIA
422
Benchmark Investment Advisors
Illinois
$2.21M +$1.91M +26,445 +628%
EAMA
423
EFG Asset Management (Americas)
Florida
$2.21M -$203K -2,812 -8%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$2.18M +$338K +4,682 +18%
WAM
425
Wakefield Asset Management
Colorado
$2.18M -$351K -4,855 -14%