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 %
MA
901
Montag & Associates
Georgia
$207K -$1.57M -21,776 -88%
WPC
902
Wedmont Private Capital
Pennsylvania
$206K +$48.5K +697 +31%
FFM
903
Forum Financial Management
Illinois
$206K +$10.6K +147 +5%
SWA
904
Stratos Wealth Advisors
Ohio
$205K +$205K +2,845 New
GI
905
GAMCO Investors
Connecticut
$204K +$23.5K +325 +13%
WCM
906
Washburn Capital Management
Florida
$204K
BA
907
Bluesphere Advisors
Pennsylvania
$203K -$107K -1,482 -35%
RIP
908
Reliant Investment Partners
North Carolina
$200K -$228K -3,153 -53%
IWA
909
Icon Wealth Advisors
Texas
$199K -$41.4K -573 -17%
SWM
910
Spire Wealth Management
Virginia
$192K -$386K -5,348 -67%
AAP
911
Arax Advisory Partners
Colorado
$188K +$147K +2,032 +358%
AIP
912
Arrowpoint Investment Partners
Singapore
$186K +$186K +2,580 New
Bank Julius Baer & Co
913
Bank Julius Baer & Co
Switzerland
$186K -$4.16K -51 -2%
GI
914
GAMMA Investing
California
$184K -$22.7K -315 -11%
BOTPPF
915
Board of the Pension Protection Fund
United Kingdom
$173K -$86.6K -1,200 -33%
CF
916
Centaurus Financial
California
$173K +$44.7K +620 +35%
LFG
917
Larson Financial Group
Missouri
$169K +$90.4K +1,252 +114%
AA
918
Ancora Advisors
Ohio
$168K +$144K +2,001 +601%
HI
919
Harbour Investments
Wisconsin
$162K +$91.5K +1,267 +130%
BC
920
Bayforest Capital
United Kingdom
$162K +$97.6K +1,352 +153%
CA
921
Clearstead Advisors
Ohio
$152K +$64.8K +897 +74%
HBW
922
Hazlett, Burt & Watson
West Virginia
$151K +$41.5K +577 +38%
PAM
923
Paradigm Asset Management
New York
$144K
EWA
924
EverSource Wealth Advisors
Alabama
$138K +$35.3K +489 +34%
LOIM
925
Liberty One Investment Management
Illinois
$136K +$13.9K +192 +11%