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 %
LWL
801
Leo Wealth LLC
Texas
$324K +$324K +4,490 New
SWA
802
Sax Wealth Advisors
New Jersey
$320K -$158K -2,193 -33%
RCM
803
Raleigh Capital Management
North Carolina
$319K +$272K +3,765 +570%
ATC
804
Argent Trust Co
Tennessee
$319K +$319K +4,420 New
GM
805
GeoWealth Management
Illinois
$315K +$145K +2,012 +85%
MMA
806
Mizuho Markets Americas
New York
$315K -$7.58K -105 -2%
DWM
807
Dynasty Wealth Management
Florida
$314K -$58K -804 -16%
AWA
808
Alta Wealth Advisors
Massachusetts
$314K +$2.96K +41 +1%
MAS
809
Meeder Advisory Services
Ohio
$314K -$10.6K -147 -3%
TCA
810
Transcend Capital Advisors
New Jersey
$314K +$108K +1,500 +53%
SCP
811
Sender Company & Partners
New York
$314K +$314K +4,344 New
SFS
812
Sharp Financial Services
Pennsylvania
$313K +$48.7K +675 +18%
GAM
813
Guinness Asset Management
United Kingdom
$304K +$304K +4,211 New
IA
814
IFG Advisory
Georgia
$302K +$31.3K +433 +12%
ICP
815
Interchange Capital Partners
Pennsylvania
$301K +$79.4K +1,100 +36%
KPWS
816
Kestra Private Wealth Services
Texas
$300K -$228K -3,156 -43%
SFI
817
Siemens Fonds Invest
Germany
$299K +$21.6K +299 +8%
N
818
Natixis
France
$299K +$299K +4,199 New
FHA
819
First Horizon Advisors
Tennessee
$295K -$43.2K -599 -13%
CG
820
Caprock Group
Idaho
$295K -$45K -623 -13%
PWS
821
Precision Wealth Strategies
Missouri
$292K -$74.8K -1,036 -20%
AA
822
ALPS Advisors
Colorado
$291K -$4.33K -60 -1%
FNBT
823
FineMark National Bank & Trust
Florida
$291K +$100K +1,390 +53%
RFA
824
Rollins Financial Advisors
New York
$288K +$24.8K +344 +9%
IGAM
825
iA Global Asset Management
Quebec, Canada
$287K -$939K -13,006 -77%