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 %
PFS
876
Prospect Financial Services
New York
$231K +$48.7K +675 +27%
SC
877
SummitTX Capital
Texas
$231K +$231K +3,193 New
VFA
878
Voya Financial Advisors
Connecticut
$230K +$230K +3,094 New
DTL
879
Dynamic Technology Lab
Singapore
$229K -$227K -3,148 -50%
IWP
880
Insight Wealth Partners
Texas
$225K +$1.88K +26 +0.8%
WCM
881
WealthBridge Capital Management
Ohio
$224K -$4.91K -68 -2%
SIC
882
SFE Investment Counsel
California
$223K +$87.7K +1,215 +65%
EFG
883
Elm3 Financial Group
Georgia
$223K +$33.1K +459 +17%
AIA
884
Affinity Investment Advisors
California
$222K +$35.8K +496 +19%
MWM
885
Mindset Wealth Management
Indiana
$220K +$81.9K +1,135 +59%
SOW
886
State of Wyoming
Wyoming
$218K +$50.8K +703 +30%
FDS
887
First Dallas Securities
Texas
$218K +$218K +3,015 New
CW
888
CreativeOne Wealth
Kansas
$218K +$28.8K +399 +15%
OL
889
Owen LaRue
Kentucky
$217K -$951K -13,169 -81%
AWM
890
Ariadne Wealth Management
California
$217K +$20.1K +214 +10%
CGA
891
Compound Global Advisors
Washington
$217K +$36.1K +500 +20%
FIM
892
Freedom Investment Management
Connecticut
$216K -$135K -1,876 -39%
AG
893
AIA Group
Hong Kong
$213K +$59.7K +827 +39%
ISL
894
Ingalls & Snyder LLC
New York
$213K +$7.88K +109 +4%
AIM
895
Advyzon Investment Management
Illinois
$212K -$19.1K -265 -8%
GPA
896
Guerra Pan Advisors
New Jersey
$212K
Assenagon Asset Management
897
Assenagon Asset Management
Luxembourg
$209K -$10.2M -140,752 -98%
ORG
898
Optimist Retirement Group
Washington
$209K +$43.3K +600 +26%
SYBT
899
Stock Yards Bank & Trust
Kentucky
$207K +$207K +2,871 New
SPA
900
Sherbrooke Park Advisers
New York
$207K +$207K +2,867 New