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 %
CIA
576
Cladis Investment Advisory
Montana
$893K +$893K +12,375 New
Koshinski Asset Management
577
Koshinski Asset Management
Illinois
$893K +$24K +333 +3%
TMAM
578
Tokio Marine Asset Management
Japan
$886K +$19.1K +265 +2%
PWP
579
Pursue Wealth Partners
California
$881K +$881K +12,202 New
ECM
580
Everence Capital Management
Indiana
$876K +$328K +4,540 +60%
SQA
581
Simon Quick Advisors
New Jersey
$868K +$88.4K +1,224 +11%
WCA
582
Westover Capital Advisors
Delaware
$868K +$223K +3,083 +35%
BHC
583
Bowen Hanes & Co
Florida
$866K -$15.9M -220,045 -95%
PCIA
584
Prime Capital Investment Advisors
Kansas
$861K +$290K +4,014 +51%
MYIA
585
Mount Yale Investment Advisors
Colorado
$857K +$56.2K +779 +7%
SVWAG
586
Sound View Wealth Advisors Group
Georgia
$845K +$70.7K +979 +9%
SOAMC
587
Spirit of America Management Corp
New York
$845K +$336K +4,650 +66%
EF
588
Empowered Funds
Pennsylvania
$834K +$172K +2,377 +26%
WMP
589
Wealth Management Partners
Arizona
$829K +$629K +8,705 +313%
PFS
590
Prospera Financial Services
Texas
$822K +$40.8K +565 +5%
JWCA
591
J.W. Cole Advisors
Florida
$818K +$378K +5,236 +86%
RBWA
592
RFG - Bristol Wealth Advisors
Massachusetts
$800K +$105K +1,450 +15%
TCWM
593
Total Clarity Wealth Management
Illinois
$800K
GF
594
Gabelli Funds
New York
$794K +$794K +11,000 New
GC
595
Guggenheim Capital
Illinois
$790K -$10.4K -144 -1%
FFG
596
Floyd Financial Group
Missouri
$788K +$169K +2,339 +27%
SAM
597
Shell Asset Management
Netherlands
$784K -$26.9K -373 -3%
CPSC
598
Carl P. Sherr & Co
Massachusetts
$783K -$289 -4 -0%
AI
599
Atria Investments
North Carolina
$769K -$409K -5,671 -35%
BPA
600
Beacon Pointe Advisors
California
$766K -$129K -1,786 -14%