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 %
CPC
726
Congress Park Capital
New York
$435K +$435K +6,025 New
GC
727
Guidance Capital
Kentucky
$434K +$138K +1,452 +47%
EH
728
Equitable Holdings
New York
$430K +$156K +2,164 +57%
PCM
729
Presidio Capital Management
California
$428K +$94.2K +1,305 +28%
AMCA
730
Arthur M. Cohen & Associates
Illinois
$426K +$99.6K +1,380 +30%
QWM
731
Quadcap Wealth Management
Texas
$423K -$31.2K -432 -7%
GAA
732
Global Assets Advisory
Florida
$422K +$303K +4,303 +254%
DADC
733
D.A. Davidson & Co
Montana
$419K +$74.1K +1,026 +21%
SWM
734
SeaCrest Wealth Management
New York
$419K -$1.16M -16,059 -73%
MWM
735
Mission Wealth Management
California
$414K +$40.1K +556 +11%
CA
736
Claro Advisors
Massachusetts
$413K +$38.3K +530 +10%
FA
737
FSA Advisors
Michigan
$412K +$263K +3,637 +175%
OL
738
Optas LLC
Texas
$412K +$215K +2,971 +109%
IA
739
IFP Advisors
Florida
$412K -$105K -1,454 -20%
GI
740
GLOBALT Investments
Georgia
$412K -$44.4K -615 -10%
QL
741
Quarry LP
New York
$409K +$389K +5,387 +1,959%
SWA
742
Strategies Wealth Advisors
Michigan
$406K +$406K +5,630 New
TPA
743
Trivium Point Advisory
Connecticut
$406K +$190K +2,626 +87%
PPW
744
Parcion Private Wealth
Washington
$406K +$99.9K +1,384 +33%
IA
745
IAM Advisory
Pennsylvania
$402K -$32.3K -448 -7%
GSWM
746
Golden State Wealth Management
California
$400K +$115K +1,590 +40%
CPIG
747
Chicago Partners Investment Group
Illinois
$399K -$24.4K -255 -6%
EB
748
Eastern Bank
Massachusetts
$399K +$253K +3,500 +172%
CAL
749
Capital Analysts LLC
Pennsylvania
$399K +$38.4K +532 +11%
SGCA
750
Steel Grove Capital Advisors
Tennessee
$397K