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 %
LAIC
626
Lederer & Associates Investment Counsel
California
$678K +$678K +9,384 New
SWM
627
Shelton Wealth Management
Texas
$673K -$77.3K -1,070 -10%
IAIM
628
International Assets Investment Management
Florida
$672K +$412K +5,702 +158%
CCM
629
Copeland Capital Management
Pennsylvania
$671K +$567K +7,858 +548%
DACS
630
Dymon Asia Capital (Singapore)
Singapore
$660K +$660K +9,144 New
MAG
631
MRA Advisory Group
New Jersey
$660K +$660K +9,140 New
LFAS
632
Level Four Advisory Services
Texas
$656K +$474K +6,568 +261%
CCG
633
Ceeto Capital Group
Florida
$650K +$578K +8,000 +800%
NL
634
NVWM LLC
Pennsylvania
$648K -$10.6K -147 -2%
NC
635
NovaPoint Capital
Georgia
$645K +$645K +8,937 New
IP
636
Intellectus Partners
California
$644K +$30.3K +420 +5%
HH
637
Hilltop Holdings
Texas
$642K +$138K +1,916 +27%
MA
638
Mosaic Advisors
Texas
$641K +$641K +8,880 New
ACM
639
Arlington Capital Management
Illinois
$640K +$1.3K +18 +0.2%
SPIA
640
Steward Partners Investment Advisory
New York
$640K -$4.87M -67,499 -88%
QP
641
Quartz Partners
New York
$638K -$302K -4,184 -32%
CIS
642
Custom Index Systems
New York
$637K +$637K +8,817 New
KeyBank National Association
643
KeyBank National Association
Ohio
$636K +$376K +5,205 +145%
CTA
644
Chesley Taft & Associates
Illinois
$634K -$120K -1,668 -16%
RWPA
645
Richard W. Paul & Associates
Michigan
$630K +$275K +3,808 +77%
CAM
646
Congress Asset Management
Massachusetts
$630K -$20.1K -278 -3%
CFG
647
Citizens Financial Group
Rhode Island
$628K +$628K +8,701 New
PCA
648
Pallas Capital Advisors
Massachusetts
$626K +$238K +3,292 +61%
CL
649
Choreo LLC
Illinois
$619K -$59.5K -824 -9%
AG
650
Ascent Group
Virginia
$616K +$616K +8,529 New