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 %
AW
1026
Avion Wealth
Texas
$12K
PAI
1027
Pittenger & Anderson Inc
Nebraska
$11.8K -$10.8K -150 -48%
GXJ
1028
Global X Japan
Japan
$11.5K +$11.5K +159 New
TC
1029
Truvestments Capital
Florida
$11.2K +$9.75K +135 +675%
TIM
1030
Tortoise Investment Management
New York
$10.8K +$3.61K +50 +50%
CWM
1031
Consultiva Wealth Management
Puerto Rico
$10.8K +$10.8K +150 New
RTL
1032
Red Tortoise LLC
Georgia
$10.6K
LAM
1033
Lummis Asset Management
Texas
$10.3K +$2.17K +30 +27%
SCB
1034
Saudi Central Bank
Saudi Arabia
$10.1K +$10.1K +140 New
SIC
1035
SJS Investment Consulting
Ohio
$9.89K +$289 +4 +3%
HWM
1036
HighMark Wealth Management
Minnesota
$9.75K +$217 +3 +2%
PGAM
1037
Princeton Global Asset Management
New Jersey
$9.75K +$9.75K +135 New
MHR
1038
Matthew Hamilton Rosenberg
$9.17K
HWM
1039
Hemington Wealth Management
Virginia
$9K +$1.09K +16 +14%
RFG
1040
REAP Financial Group
Texas
$8.53K +$217 +3 +3%
JWA
1041
JFS Wealth Advisors
Pennsylvania
$7.65K -$1.95K -27 -20%
Q1WB
1042
Quest 10 Wealth Builders
Virginia
$7.58K +$7.58K +105 New
MSFP
1043
Mark Sheptoff Financial Planning
Connecticut
$7.22K -$14.4K -200 -67%
AIM
1044
Anchor Investment Management
South Carolina
$7.22K -$7.22K -100 -50%
TFA
1045
Toth Financial Advisory
Virginia
$7.22K +$7.22K +100 New
SRCM
1046
Signature Resources Capital Management
California
$7.22K +$7.22K +100 New
MCM
1047
MV Capital Management
Maryland
$7K +$1.44K +20 +26%
CT
1048
Clearstead Trust
Maine
$6.64K +$6.64K +92 New
CTWM
1049
Cherry Tree Wealth Management
Minnesota
$6.08K +$6.08K +84 New
FMTCOCP
1050
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K