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 %
PWM
601
Prosperity Wealth Management
California
$764K +$265K +3,665 +53%
BAM
602
Blueshift Asset Management
New Jersey
$760K +$760K +10,526 New
KRSITF
603
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$752K +$752K +10,410 New
P
604
Pitcairn
Pennsylvania
$748K +$12.6K +174 +2%
CRI
605
Colonial River Investments
Virginia
$747K +$169K +2,346 +29%
AWM
606
Axxcess Wealth Management
California
$747K +$172K +2,383 +30%
AAIS
607
ABN AMRO Investment Solutions
$744K -$2.42M -33,461 -76%
NERM
608
New England Research & Management
Illinois
$740K +$740K +10,243 New
MA
609
Mutual Advisors
Nebraska
$736K +$120K +1,381 +19%
RIM
610
Rakuten Investment Management
Japan
$731K +$731K +9,839 New
IMCOOI
611
Investment Management Corp of Ontario (IMCO)
Canada
$729K -$999K -13,842 -58%
AWM
612
AE Wealth Management
Kansas
$728K +$593K +8,214 +440%
CIC
613
Carnegie Investment Counsel
Ohio
$726K +$207K +3,240 +40%
ACM
614
Alight Capital Management
New York
$722K -$1.08M -15,000 -60%
M
615
Mirova
France
$722K +$511K +7,072 +242%
OAM
616
Ostrum Asset Management
France
$718K +$2.67K +37 +0.4%
IAN
617
Integrated Advisors Network
Texas
$716K -$97.6K -1,352 -12%
IUHSA
618
Itau Unibanco Holding S.A.
Brazil
$713K +$683K +9,460 +2,313%
CCA
619
Catalyst Capital Advisors
New York
$711K -$37.4K -518 -5%
IWC
620
Integrated Wealth Concepts
Massachusetts
$707K -$82.5K -1,143 -10%
EC
621
EdgeRock Capital
Colorado
$706K +$112K +1,548 +19%
ATPW
622
Ashton Thomas Private Wealth
Arizona
$699K +$699K +9,681 New
CAM
623
Cresset Asset Management
Illinois
$697K -$167K -2,313 -19%
LJAC
624
L.J. Altfest & Co
New York
$692K +$49K +679 +8%
WI
625
Wahed Invest
New York
$679K +$43.5K +602 +7%