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 %
Nisa Investment Advisors
451
Nisa Investment Advisors
Missouri
$1.85M -$65K -900 -3%
New York State Teachers Retirement System (NYSTRS)
452
New York State Teachers Retirement System (NYSTRS)
New York
$1.84M +$291K +4,026 +19%
AB
453
Amalgamated Bank
New York
$1.83M +$107K +1,479 +6%
BCI
454
Brinker Capital Investments
Pennsylvania
$1.83M +$516K +7,143 +39%
OPS
455
Orion Portfolio Solutions
Nebraska
$1.83M +$516K +7,143 +39%
PWM
456
Perigon Wealth Management
California
$1.82M +$146K +2,023 +9%
NAAA
457
New Age Alpha Advisors
New York
$1.81M -$361K -5,000 -17%
SA
458
Sovran Advisors
California
$1.8M +$1.8M +24,562 New
EFM
459
Eley Financial Management
Vermont
$1.79M +$220K +2,918 +14%
AAS
460
Avantax Advisory Services
Texas
$1.78M +$71.4K +989 +4%
HWA
461
HCR Wealth Advisors
California
$1.78M +$1.6M +22,184 +918%
KRS
462
Kentucky Retirement Systems
Kentucky
$1.76M +$1.76M +24,441 New
SC
463
Scotia Capital
Ontario, Canada
$1.73M +$217K +3,006 +14%
BLC
464
Brown, Lisle/Cummings
Rhode Island
$1.72M +$236K +3,262 +16%
LB
465
Legacy Bridge
Iowa
$1.7M +$66.1K +915 +4%
NIM
466
NEOS Investment Management
Connecticut
$1.69M +$1.35M +18,644 +393%
WS
467
Wedbush Securities
California
$1.69M +$140K +1,939 +9%
Tudor Investment Corp
468
Tudor Investment Corp
Connecticut
$1.68M -$2.52M -34,944 -60%
TPM
469
Triasima Portfolio Management
Quebec, Canada
$1.65M +$1.65M +22,825 New
SIG
470
Senator Investment Group
New York
$1.65M -$16.5M -228,449 -91%
TE
471
Tema ETFs
New York
$1.64M +$1.32M +18,249 +413%
ALMGDA
472
AG2R La Mondiale Gestion d'Actifs
France
$1.63M +$1.63M +15,059 New
PP
473
Paloma Partners
Connecticut
$1.62M +$1.62M +22,500 New
MYLI
474
Meiji Yasuda Life Insurance
Japan
$1.62M -$121K -1,679 -7%
VI
475
Vestcor Inc
New Brunswick, Canada
$1.61M +$491K +6,795 +44%