1,127 hedge funds and large institutions have $21.5B invested in Vertiv in 2025 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 529 increasing their positions, 321 reducing their positions, and 247 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
-57
Holders Change %
-4.81%
% of All Funds
15.31%
Holding in Top 10
23
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-48.89%
% of All Funds
0.31%
New
213
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 %
Kovitz Investment Group Partners
1251
Kovitz Investment Group Partners
Illinois
-$459K -4,038 Closed
SM
1252
Southport Management
Wyoming
-$454K -4,000 Closed
VAS
1253
Vestmark Advisory Solutions
Massachusetts
-$453K -3,986 Closed
EC
1254
EntryPoint Capital
New York
-$446K -3,924 Closed
DC
1255
Davenport & Co
Virginia
-$431K -3,794 Closed
DC
1256
Diametric Capital
Massachusetts
-$423K -3,724 Closed
LWM
1257
Liberty Wealth Management
California
-$421K -3,708 Closed
BCA
1258
Bay Colony Advisors
Massachusetts
-$398K -3,505 Closed
FHB
1259
First Hawaiian Bank
Hawaii
-$392K -3,447 Closed
ETC
1260
Exchange Traded Concepts
Oklahoma
-$387K -3,404 Closed
OQS
1261
Occudo Quantitative Strategies
Florida
-$381K -3,353 Closed
FRA
1262
Frank Rimerman Advisors
California
-$381K -3,351 Closed
SAG
1263
SageView Advisory Group
California
-$379K -3,332 Closed
KA
1264
Kercheville Advisors
Texas
-$375K -3,300 Closed
STA
1265
Summit Trail Advisors
New York
-$372K -3,277 Closed
FB
1266
Fulton Bank
Pennsylvania
-$369K -3,252 Closed
SG Americas Securities
1267
SG Americas Securities
New York
-$364K -3,205 Closed
HCM
1268
Howard Capital Management
Georgia
-$348K -3,066 Closed
AFP
1269
Ausdal Financial Partners
Iowa
-$347K -3,053 Closed
YCG
1270
Yeomans Consulting Group
Georgia
-$335K -2,952 Closed
BPAMU
1271
BTG Pactual Asset Management US
New York
-$332K -2,919 Closed
MC
1272
MIG Capital
California
-$330K -2,907 Closed
OF
1273
Optimize Financial
California
-$329K -2,900 Closed
DWT
1274
Dorsey & Whitney Trust
South Dakota
-$326K -2,872 Closed
FMLI
1275
Fukoku Mutual Life Insurance
Japan
-$320K -2,819 Closed