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 %
FWA
851
FSM Wealth Advisors
Ohio
$248K +$248K +3,435 New
GAM
852
Grandview Asset Management
Pennsylvania
$248K +$48.2K +669 +24%
LSIA
853
LaSalle St. Investment Advisors
Illinois
$248K +$61.7K +854 +33%
GF
854
Gries Financial
Ohio
$248K -$505 -7 -0.2%
PA
855
Parallel Advisors
California
$248K -$101K -1,399 -29%
DCM
856
Dudley Capital Management
Virginia
$247K +$247K +3,420 New
BHIA
857
Birch Hill Investment Advisors
Massachusetts
$247K +$247K +3,415 New
BIG
858
Brookwood Investment Group
Arizona
$245K +$245K +3,400 New
AWA
859
Aaron Wealth Advisors
Illinois
$245K -$20.8K -288 -8%
HFS
860
Hantz Financial Services
Michigan
$244K -$32.7K -453 -12%
HWP
861
Highline Wealth Partners
California
$244K +$235K +3,252 +2,623%
MOS
862
MGO One Seven
Ohio
$243K -$903K -12,513 -79%
AFG
863
Atomi Financial Group
New York
$243K +$939 +13 +0.4%
GJIA
864
Glass Jacobson Investment Advisors
Maryland
$242K
HFW
865
Horizon Family Wealth
Illinois
$242K +$21K +291 +10%
LIM
866
Leavell Investment Management
Alabama
$240K +$62.5K +865 +35%
Lido Advisors
867
Lido Advisors
California
$240K +$6.35K +88 +3%
PP
868
PDS Planning
Ohio
$239K +$239K +3,310 New
CLOS
869
Compagnie Lombard Odier SCmA
Switzerland
$239K +$160K +2,210 +201%
AM
870
AGF Management
Ontario, Canada
$239K -$24.2M -334,698 -99%
AIP
871
Almanack Investment Partners
Pennsylvania
$237K -$67.4K -933 -22%
TCM
872
Teza Capital Management
Illinois
$237K +$59.9K +829 +34%
CGH
873
Crossmark Global Holdings
Texas
$236K +$26.1K +361 +12%
MAC
874
Mason & Associates (California)
California
$235K +$16.8K +233 +8%
CFA
875
Cahill Financial Advisors
Minnesota
$234K +$6.5K +90 +3%