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 %
AF
976
Allworth Financial
California
$54.4K +$9.9K +118 +22%
NFSG
977
Newbridge Financial Services Group
Florida
$52.3K -$36K -499 -41%
NC
978
North Capital
Utah
$50.9K +$50.9K +705 New
AG
979
AmeriFlex Group
Nevada
$48.4K +$25.3K +350 +109%
SW
980
SVB Wealth
Massachusetts
$47.5K +$47.5K +658 New
FIA
981
FNY Investment Advisers
New York
$47K +$25.5K +356 +119%
OIA
982
Optimum Investment Advisors
Illinois
$46.2K -$94.6K -1,310 -67%
WF
983
Wayfinding Financial
Washington
$45K +$45K +624 New
WWM
984
Wolff Wiese Magana
California
$44.3K -$882K -12,218 -95%
MS
985
Mizuho Securities
Japan
$43.3K +$43.3K +600 New
CIA
986
Cape Investment Advisory
Georgia
$42.5K +$34.5K +477 +426%
AWM
987
AllSquare Wealth Management
New York
$40K +$40K +554 New
AssetMark Inc
988
AssetMark Inc
California
$39.8K +$433 +6 +1%
CA
989
Crewe Advisors
Utah
$38.1K
TPCW
990
TD Private Client Wealth
New York
$36.8K +$10K +139 +37%
WB
991
Webster Bank
Connecticut
$36.6K +$4.12K +57 +13%
TCM
992
TruNorth Capital Management
Michigan
$36.2K
A
993
AlphaQuest
New York
$36.2K -$165K -2,292 -82%
TFIPS
994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.1K
TWD
995
True Wealth Design
Ohio
$33.9K +$3.4K +47 +11%
BIA
996
Bell Investment Advisors
California
$33.6K +$866 +12 +3%
TSMHT
997
Thurston Springer Miller Herd & Titak
Indiana
$32.6K -$27.8K -385 -46%
S
998
Sachetta
Massachusetts
$32.3K +$22.9K +317 +242%
RA
999
RiverPark Advisors
New York
$32.1K -$18.3K -253 -36%
LI
1000
LRI Investments
Florida
$30.6K -$21.4K -296 -41%