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 %
NSIM
1001
North Star Investment Management
Illinois
$30.5K +$29.7K +412 +4,120%
CHC
1002
City Holding Co
West Virginia
$28.9K
SC
1003
SouthState Corp
Florida
$26.8K +$26.8K +371 New
GKIM
1004
GW&K Investment Management
Massachusetts
$26K +$26K +367 New
CTC
1005
Central Trust Company
Missouri
$25.8K +$722 +10 +3%
WIM
1006
Westside Investment Management
California
$24.2K -$72.2K -1,000 -75%
PMFA
1007
Plante Moran Financial Advisors
Michigan
$24.2K +$24.2K +335 New
PFBT
1008
Parkside Financial Bank & Trust
Missouri
$24K -$19.7K -273 -45%
GEA
1009
Glen Eagle Advisors
New Jersey
$23.8K -$43K -596 -64%
FDW
1010
Fourth Dimension Wealth
Ohio
$23.8K -$14.4K -200 -38%
WT
1011
Washington Trust
Rhode Island
$23.1K -$31.8K -440 -58%
FMII
1012
Farmers & Merchants Investments Inc
Nebraska
$21.7K
ABWM
1013
Alpine Bank Wealth Management
Colorado
$21.3K +$21.3K +295 New
CWM
1014
CarsonAllaria Wealth Management
Illinois
$19.9K
BOJHT
1015
Bank of Jackson Hole Trust
Wyoming
$17.9K +$17.1K +180 +2,250%
PB
1016
Pinnacle Bancorp
Nebraska
$17.2K +$17.2K +238 New
HIMS
1017
Hager Investment Management Services
New Hampshire
$16.7K +$16.1K +223 +2,788%
BCMLT
1018
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K +$1.88K +26 +13%
MG
1019
Mather Group
Illinois
$15.6K -$9.76K -135 -38%
WAS
1020
Winch Advisory Services
Wisconsin
$14.9K +$14.9K +206 New
TCM
1021
Tradewinds Capital Management
Washington
$14.7K -$6.43K -89 -30%
PCFFS
1022
Pacific Center for Financial Services
California
$14.4K
GGI
1023
Godsey & Gibb Inc
Virginia
$14.4K
CFO
1024
CVA Family Office
Colorado
$13.2K +$8.52K +118 +182%
RAM
1025
Riggs Asset Management
Pennsylvania
$12.5K -$3.29M -45,529 -100%