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 %
AWM
926
Atticus Wealth Management
Florida
$133K +$29.4K +407 +28%
HI
927
Horizon Investments
North Carolina
$130K +$939 +13 +0.7%
SAM
928
Smartleaf Asset Management
Massachusetts
$130K +$37.6K +506 +41%
CWC
929
Carolinas Wealth Consulting
North Carolina
$126K -$18.1K -251 -13%
CSPIA
930
Cary Street Partners Investment Advisory
Virginia
$125K +$125K +1,736 New
RIL
931
Rothschild Investment LLC
Illinois
$125K +$23.6K +327 +23%
HPC
932
HM Payson & Co
Maine
$119K +$105K +1,450 +725%
CFD
933
Creative Financial Designs
Indiana
$118K -$121K -1,669 -50%
CA
934
Continuum Advisory
Idaho
$118K +$8.52K +118 +8%
GWP
935
Gen-Wealth Partners
Michigan
$118K -$57.8K -800 -33%
PSFG
936
Park Square Financial Group
Georgia
$113K +$68.7K +951 +153%
Fifth Third Bancorp
937
Fifth Third Bancorp
Ohio
$112K +$30.5K +423 +38%
HCP
938
Hexagon Capital Partners
Arkansas
$109K -$48.1K -666 -31%
BP
939
BNP Paribas
France
$107K +$78.3K +1,085 +271%
BTI
940
Blue Trust Inc
Georgia
$107K +$433 +6 +0.4%
CC
941
Centiva Capital
New York
$106K -$674K -9,339 -86%
GAM
942
Generali Asset Management
Italy
$106K +$42.1K +583 +66%
CPBTD
943
Central Pacific Bank - Trust Division
Hawaii
$104K -$910K -12,601 -90%
FCT
944
First Community Trust
Iowa
$104K
TS
945
Triglav Skladi
Slovenia
$101K +$101K +1,400 New
T
946
Tidemark
California
$100K
CA
947
CoreCap Advisors
Michigan
$99.1K -$103K -1,431 -51%
GCS
948
Gordian Capital (Singapore)
Singapore
$96.5K -$1.12M -15,100 -92%
BIG
949
Brooklyn Investment Group
New York
$94.4K +$58.9K +816 +166%
C
950
Covestor
United Kingdom
$88K -$11.7K -162 -12%