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 %
DPW
1076
DiNuzzo Private Wealth
Pennsylvania
$2.17K -$217 -3 -9%
CWM
1077
Centricity Wealth Management
Ohio
$2.17K
IRC
1078
Investors Research Corp
Georgia
$2.17K
PA
1079
Pineridge Advisors
Missouri
$2.09K +$2.09K +29 New
POIA
1080
Pin Oak Investment Advisors
Texas
$2K +$2K +26 New
BC
1081
Barrett & Company
Rhode Island
$1.81K +$1.81K +25 New
MIM
1082
Marshall Investment Management
Colorado
$1.73K +$1.73K +24 New
HFS
1083
Hughes Financial Services
Virginia
$1.73K +$1.73K +23 New
Kayne Anderson Rudnick Investment Management
1084
Kayne Anderson Rudnick Investment Management
California
$1.66K -$794 -11 -32%
SIC
1085
Salem Investment Counselors
North Carolina
$1.66K
CFB
1086
Cullen/Frost Bankers
Texas
$1.52K -$52K -718 -97%
MSWA
1087
Marshall & Sterling Wealth Advisors
New York
$1.45K -$362 -5 -20%
GFPC
1088
Global Financial Private Client
Florida
$1.3K +$650 +9 +100%
DFC
1089
DB Fitzpatrick & Co
Idaho
$1.3K +$1.3K +18 New
HHGA
1090
Halbert Hargrove Global Advisors
California
$1.16K +$1.16K +16 New
CH
1091
Cromwell Holdings
Wyoming
$1.16K +$1.16K +16 New
WCM
1092
WealthTrak Capital Management
Virginia
$1.08K +$578 +8 +114%
GC
1093
Garde Capital
Washington
$1.08K +$1.08K +15 New
SC
1094
Swan Capital
Florida
$1.01K +$1.01K +14 New
BCH
1095
Berkshire Capital Holdings
California
$722 -$5.28M -73,140 -100%
FMP
1096
Financial Management Professionals
Texas
$722
RA
1097
Rise Advisors
New York
$722 +$722 +10 New
CIAM
1098
Caitong International Asset Management
Hong Kong
$578 -$1.01K -14 -64%
UB
1099
UMB Bank
Missouri
$505 -$32.9K -456 -98%
BTD
1100
BankPlus Trust Department
Mississippi
$505