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 %
OP
951
ORG Partners
Indiana
$88K +$16K +213 +22%
WSFS
952
Wilmington Savings Fund Society
Delaware
$86.9K -$410K -5,677 -83%
BWL
953
Bogart Wealth LLC
Virginia
$86.5K -$66.9K -926 -44%
CSP
954
Cary Street Partners
Virginia
$83.8K +$83.8K +1,160 New
Walleye Capital
955
Walleye Capital
New York
$80.9K -$2.05M -28,397 -96%
SC
956
Steph & Co
Wisconsin
$80.6K -$10.4K -144 -11%
BAM
957
BOCHK Asset Management
Hong Kong
$79.4K -$5.66M -78,350 -99%
BHWM
958
Bay Harbor Wealth Management
Maryland
$78.9K +$78.9K +1,093 New
HCM
959
Hollencrest Capital Management
California
$75.8K +$48.1K +667 +174%
ST
960
Smithfield Trust
Pennsylvania
$74K +$74K +1,022 New
SL
961
Salomon & Ludwin
Virginia
$72.9K
LC
962
Lindbrook Capital
California
$69.9K -$229K -3,175 -77%
AF
963
Advisornet Financial
Minnesota
$66.5K +$55.8K +773 +522%
QCG
964
Quadrant Capital Group
Ohio
$63.8K -$2.09K -29 -3%
TFM
965
TFC Financial Management
Massachusetts
$63.3K -$13.5K -187 -18%
WA
966
WPG Advisers
Maryland
$62.2K -$4.48K -62 -7%
WA
967
Whipplewood Advisors
Colorado
$61.7K +$59.1K +21,430 +2,273%
CTA
968
Colonial Trust Advisors
South Carolina
$61.4K -$7.22K -100 -11%
AAG
969
Armstrong Advisory Group
Massachusetts
$59K
CCM
970
Cloud Capital Management
Washington
$59K +$59K +820 New
LWCFA
971
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58.5K +$7.8K +100 +15%
RMP
972
Richards, Merrill & Peterson
Washington
$58.1K +$52.3K +725 +906%
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$55.5K +$13K +180 +31%
VCM
974
Versant Capital Management
Arizona
$54.8K +$794 +11 +1%
MCM
975
Manchester Capital Management
Vermont
$54.7K +$39.7K +550 +264%