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 %
CQWA
701
Chokshi & Queen Wealth Advisors
California
$490K +$490K +6,780 New
WCAMG
702
Woodard & Company Asset Management Group
North Carolina
$488K +$35.7K +494 +8%
QPW
703
Quantum Private Wealth
Florida
$486K +$57.8K +800 +13%
GP
704
Gallo Partners
New Jersey
$486K -$674K -9,338 -58%
PTC
705
Petrus Trust Company
Texas
$486K +$486K +6,725 New
PIA
706
Prakash Investment Advisors
Massachusetts
$485K +$224K +3,100 +86%
KWM
707
Kingsview Wealth Management
Oregon
$484K +$60.1K +832 +14%
NAM
708
NorthCrest Asset Manangement
Minnesota
$484K +$116K +1,602 +31%
S
709
SignatureFD
Georgia
$482K -$27.9K -387 -5%
HWM
710
HB Wealth Management
Georgia
$480K +$156K +2,157 +48%
HIM
711
Hillsdale Investment Management
Ontario, Canada
$480K
KIM
712
Kane Investment Management
California
$475K -$38K -527 -7%
OWA
713
Outlook Wealth Advisors
Texas
$475K +$475K +6,577 New
VCP
714
Verus Capital Partners
Arizona
$474K +$168K +2,328 +55%
WBC
715
Westpac Banking Corp
Australia
$462K -$496K -6,872 -52%
BAM
716
Belpointe Asset Management
Nevada
$462K +$462K +6,396 New
PIM
717
Plato Investment Management
Australia
$461K -$963K -13,191 -68%
HNB
718
Huntington National Bank
Ohio
$460K +$268K +3,707 +139%
CF
719
Corebridge Financial
Texas
$459K -$17.7K -245 -4%
MGP
720
Metis Global Partners
California
$458K +$102K +1,416 +29%
FA
721
FDx Advisors
Illinois
$456K +$196K +2,712 +75%
GC
722
Grange Capital
Oregon
$452K +$452K +6,263 New
FFA
723
Farther Finance Advisors
California
$443K +$170K +2,257 +62%
RIS
724
Richmond Investment Services
Wisconsin
$442K -$3.25K -45 -0.7%
SAM
725
S.A. Mason
Michigan
$437K +$397K +5,498 +1,000%