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 %
CAL
1051
Capital Advisors Ltd
Ohio
$6K +$228 +3 +4%
FWM
1052
FSA Wealth Management
Massachusetts
$5.99K
KIM
1053
Kestra Investment Management
Texas
$5.34K -$1.16M -16,086 -100%
VWM
1054
Vermillion Wealth Management
Minnesota
$5.05K +$2.17K +30 +75%
Bessemer Group
1055
Bessemer Group
New Jersey
$5K -$333 -5 -6%
Pacer Advisors
1056
Pacer Advisors
Pennsylvania
$4.98K +$4.98K +69 New
IWP
1057
IAG Wealth Partners
Wisconsin
$4.84K
NC
1058
NewSquare Capital
Pennsylvania
$4.7K +$4.7K +65 New
CFFP
1059
Center for Financial Planning
Michigan
$4.69K
BI
1060
Binnacle Investments
Iowa
$4.69K +$4.69K +65 New
CI
1061
CX Institutional
Indiana
$4K +$4K +51 New
PWA
1062
Physician Wealth Advisors
Utah
$3.88K +$2.81K +39 +260%
HWA
1063
HHM Wealth Advisors
Tennessee
$3.83K +$2.89K +40 +308%
KSB
1064
Kennebec Savings Bank
Maine
$3.75K
WPA
1065
Wealth Preservation Advisors
Tennessee
$3.61K +$3.61K +50 New
DIP
1066
DT Investment Partners
Pennsylvania
$3.61K
CPG
1067
Cornerstone Planning Group
New Jersey
$3.59K +$1.25K +16 +53%
QC
1068
Quent Capital
New York
$3.39K
1IA
1069
1620 Investment Advisors
Massachusetts
$3.25K -$361 -5 -10%
WCM
1070
Winthrop Capital Management
Indiana
$3K
NB
1071
NBT Bank
New York
$2.89K +$2.89K +40 New
SHIM
1072
Stone House Investment Management
Pennsylvania
$2.89K +$2.89K +40 New
WTA
1073
Washington Trust Advisors
Massachusetts
$2.57K -$787 -11 -23%
FFO
1074
Fortitude Family Office
Arizona
$2.38K
MAS
1075
MPWM Advisory Solutions
Georgia
$2.31K