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 %
MIM
426
Merrion Investment Management
New Jersey
$2.17M
BWP
427
Balboa Wealth Partners
Arizona
$2.12M +$866K +12,001 +69%
GIS
428
Graphene Investments SAS
France
$2.12M +$549K +7,600 +35%
P
429
&Partners
Tennessee
$2.12M +$748K +9,988 +55%
SFG
430
Stonebridge Financial Group
Pennsylvania
$2.1M +$160K +2,211 +8%
ACM
431
Ayrshire Capital Management
Connecticut
$2.1M +$1.67M +23,103 +388%
TAF
432
Tredje AP-fonden
Sweden
$2.06M -$3.29M -45,500 -61%
ECP
433
Electron Capital Partners
New York
$2.05M +$520K +7,209 +34%
MAM
434
Morse Asset Management
Connecticut
$2.04M +$355K +4,914 +21%
AWS
435
Atria Wealth Solutions
New York
$2.01M -$138K -1,905 -6%
SCM
436
Seascape Capital Management
New Hampshire
$1.99M -$252K -3,484 -11%
SCM
437
Summerhill Capital Management
Ontario, Canada
$1.98M -$2.58M -35,730 -57%
RAM
438
Roanoke Asset Management
New Jersey
$1.97M +$1.97M +27,240 New
KM
439
KP Management
Minnesota
$1.96M -$1.65M -22,829 -46%
SM
440
Sciencast Management
New Jersey
$1.94M +$1.94M +26,908 New
TWC
441
TD Waterhouse Canada
Ontario, Canada
$1.94M +$163K +1,772 +9%
HAG
442
HighPoint Advisor Group
Illinois
$1.9M -$558K -6,470 -23%
CCIA
443
Cherry Creek Investment Advisors
Colorado
$1.9M -$39.9K -552 -2%
DCM
444
Davidson Capital Management
Texas
$1.89M -$388K -5,370 -17%
1WM
445
1858 Wealth Management
Ohio
$1.89M +$474K +6,563 +34%
OAM
446
Oppenheimer Asset Management
New York
$1.88M -$516K -7,149 -22%
MIC
447
Maxi Investments CY
Cyprus
$1.88M +$1.16M +16,025 +160%
SSB
448
Sandy Spring Bank
Maryland
$1.88M +$504K +6,984 +37%
IIM
449
INTECH Investment Management
Florida
$1.86M -$584K -8,087 -24%
PCM
450
Parsons Capital Management
Rhode Island
$1.86M +$492K +6,810 +36%