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 %
MA
476
Mezzasalma Advisors
New Jersey
$1.61M +$161K +2,234 +11%
MIM
477
MetLife Investment Management
New Jersey
$1.59M -$3.54K -49 -0.2%
ACM
478
Archon Capital Management
Washington
$1.59M +$1.59M +22,000 New
AI
479
Atom Investors
Texas
$1.57M +$507K +7,023 +47%
FRM
480
Fox Run Management
Connecticut
$1.56M +$1.27M +17,627 +450%
MWM
481
Meridian Wealth Management
Kentucky
$1.53M -$86.2K -1,194 -5%
TF
482
Telligent Fund
Hong Kong
$1.52M +$72.2K +1,000 +5%
NS
483
NBC Securities
Alabama
$1.5M +$1.5M +20,784 +148,457%
CB
484
Commerce Bank
Missouri
$1.5M +$9.68K +134 +0.7%
GIBU
485
Gulf International Bank (UK)
United Kingdom
$1.5M -$504K -6,978 -25%
BFS
486
Bard Financial Services
Connecticut
$1.49M
NICM
487
Neo Ivy Capital Management
New York
$1.49M +$1.49M +20,608 New
ICP
488
Ilex Capital Partners
United Kingdom
$1.46M +$1.46M +20,215 New
CW
489
Channel Wealth
California
$1.45M -$49.5K -686 -3%
USPCM
490
Union Square Park Capital Management
New York
$1.44M +$1.44M +20,000 New
VAM
491
Valliance Asset Management
Hong Kong
$1.44M +$1.44M +20,000 New
VIS
492
Vega Investment Solutions
France
$1.44M +$411K +5,690 +40%
GAG
493
GM Advisory Group
New York
$1.44M +$1.24M +17,194 +634%
WGC
494
Watts Gwilliam & Co
Arizona
$1.42M +$361K +5,000 +34%
HWAM
495
Hennion & Walsh Asset Management
New Jersey
$1.42M +$226K +3,124 +19%
SSWM
496
Smith Salley Wealth Management
North Carolina
$1.41M +$1.41M +19,589 New
Bank of Nova Scotia
497
Bank of Nova Scotia
Ontario, Canada
$1.41M +$210K +2,912 +18%
CPA
498
Capital Planning Advisors
California
$1.41M +$577K +7,989 +70%
AWM
499
Apollon Wealth Management
South Carolina
$1.39M +$570K +7,899 +70%
EMPI
500
Elo Mutual Pension Insurance
Finland
$1.37M -$1.13M -15,609 -45%