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 %
HCG
526
Haven Capital Group
California
$1.11M +$1.11M +15,377 New
KWM
527
Kiker Wealth Management
Georgia
$1.1M -$12.3K -170 -1%
QC
528
Quaero Capital
Switzerland
$1.1M -$366K -5,075 -25%
BPC
529
Bearing Point Capital
Minnesota
$1.1M +$515K +7,139 +88%
EDRH
530
Edmond de Rothschild Holding
Switzerland
$1.09M -$619K -8,573 -36%
BIP
531
Bouvel Investment Partners
Pennsylvania
$1.09M -$11.6K -117 -1%
CSA
532
Cottage Street Advisors
Massachusetts
$1.08M +$22.3K +309 +2%
AC
533
AXQ Capital
New Jersey
$1.07M +$823K +11,404 +327%
MMC
534
Mizuho Markets Cayman
Cayman Islands
$1.07M +$1.07M +14,876 New
HHGC
535
Hunting Hill Global Capital
New York
$1.07M
LSA
536
L & S Advisors
California
$1.06M -$184K -2,545 -15%
AAM
537
Advisors Asset Management
Colorado
$1.06M +$265K +3,673 +34%
OTPPB
538
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05M +$92.6K +1,283 +10%
BBP
539
Banco BTG Pactual
Brazil
$1.03M +$838K +11,604 +430%
SRL
540
Scientech Research LLC
New Jersey
$1.03M +$671K +9,295 +187%
SIG
541
Sargent Investment Group
Maryland
$1.03M +$266K +3,691 +35%
QC
542
Quantessence Capital
New York
$1.02M +$651K +9,017 +176%
AV
543
ASR Vermogensbeheer
Netherlands
$1.02M +$1.02M +14,122 New
GC
544
Globeflex Capital
California
$1.02M +$419K +5,800 +70%
SS
545
SBI Securities
Japan
$1.01M +$98.6K +1,366 +11%
LF
546
Lighthouse Financial
Florida
$1M -$188K -2,600 -16%
EP
547
Edgestream Partners
New Jersey
$1,000K +$1,000K +13,850 New
UCFA
548
United Capital Financial Advisors
Texas
$999K -$188K -2,597 -16%
WAM
549
Werlinich Asset Management
Connecticut
$999K +$7.58K +105 +0.8%
MFG
550
Merit Financial Group
Georgia
$990K +$526K +7,287 +113%