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 %
SMH
676
Sanders Morris Harris
Texas
$545K +$18.8K +250 +4%
JCFM
677
JBR Co Financial Management
Oklahoma
$542K +$195K +2,700 +56%
HWM
678
Hohimer Wealth Management
Washington
$541K +$541K +7,493 New
PWMG
679
Prestige Wealth Management Group
New Jersey
$540K +$274K +3,790 +103%
RS
680
Rakuten Securities
Japan
$537K +$194K +2,685 +56%
OAM
681
Oxford Asset Management
United Kingdom
$528K +$528K +7,311 New
CHAM
682
Clear Harbor Asset Management
Connecticut
$527K +$527K +7,300 New
WIS
683
Wright Investors Service
Connecticut
$526K +$43.2K +598 +9%
OC
684
Opinicus Capital
Florida
$526K +$526K +7,282 New
CCIA
685
Campbell & Co Investment Adviser
Maryland
$524K +$381K +5,278 +267%
GWM
686
Geneos Wealth Management
Colorado
$520K +$365K +5,051 +235%
JGC
687
J. Goldman & Co
New York
$518K +$518K +7,178 New
DAS
688
Dynamic Advisor Solutions
Arizona
$518K +$518K +7,172 New
CAM
689
Covenant Asset Management
New Jersey
$512K +$512K +7,086 New
GC
690
Guardian Capital
Ontario, Canada
$510K +$510K +7,064 New
CA
691
Cullinan Associates
Kentucky
$507K +$507K +7,022 New
CCM
692
Coldstream Capital Management
Washington
$500K +$35.2K +488 +8%
KCFA
693
Key Client Fiduciary Advisors
New Jersey
$500K +$246K +3,410 +97%
PWS
694
Peterson Wealth Services
Utah
$498K +$7.44K +103 +2%
RCA
695
Roberts Capital Advisors
Colorado
$495K +$495K +6,852 New
WIM
696
WealthPlan Investment Management
Nebraska
$493K +$6.21K +86 +1%
SIA
697
Strategic Investment Advisors
Michigan
$493K +$493K +6,833 New
DA
698
Dover Advisors
Virginia
$491K +$491K +6,805 New
UM
699
UniSuper Management
Australia
$491K
FFO
700
Fiduciary Family Office
Florida
$491K +$491K +6,794 New