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 %
GS
651
GWN Securities
Florida
$613K +$613K +5,864 New
MFS
652
Mirabella Financial Services
United Kingdom
$611K +$98.3K +1,361 +19%
PCP
653
Perbak Capital Partners
United Kingdom
$611K +$611K +8,460 New
GAM
654
Gemmer Asset Management
California
$597K +$597K +8,266 New
SPC
655
Sigma Planning Corp
Michigan
$596K -$1.24M -17,226 -68%
PCM
656
Portolan Capital Management
Massachusetts
$594K -$5.23M -72,397 -90%
QI
657
Qtron Investments
Massachusetts
$594K +$268K +3,714 +82%
FAM
658
Fairtree Asset Management
South Africa
$591K +$591K +8,189 New
WE
659
Wealth Effects
Massachusetts
$588K +$79.4K +1,100 +16%
KWA
660
Kingswood Wealth Advisors
California
$586K +$15.2K +210 +3%
PS
661
Principal Securities
Iowa
$585K +$2.27K +20 +0.4%
WAM
662
Westport Asset Management
Connecticut
$578K +$578K +8,000 New
EA
663
Emerald Advisers
Pennsylvania
$576K +$187K +2,587 +48%
SIG
664
Stonegate Investment Group
Alabama
$575K -$8.01K -111 -1%
PCM
665
Prelude Capital Management
New York
$573K +$313K +4,333 +120%
PSP
666
Principal Street Partners
Tennessee
$566K +$4.4K +61 +0.8%
PI
667
PFG Investments
New York
$566K +$174K +2,404 +44%
SWM
668
StoneCrest Wealth Management
Arizona
$562K +$562K +7,785 New
PA
669
Procyon Advisors
Connecticut
$562K -$117K -1,616 -17%
BEI
670
Benjamin Edwards Inc
Missouri
$560K +$375K +5,200 +203%
SFA
671
Sequoia Financial Advisors
Ohio
$560K -$794 -11 -0.1%
RMC
672
Ring Mountain Capital
California
$560K +$155K +2,146 +38%
CAM
673
Concorde Asset Management
Michigan
$556K +$556K +7,641 New
VF
674
Virtu Financial
New York
$554K -$2.71M -37,580 -83%
NEWAS
675
N.E.W. Advisory Services
Wisconsin
$549K +$549K +7,602 New