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 %
PWM
1101
Parkworth Wealth Management
California
$505 +$144 +2 +40%
AP
1102
Aspect Partners
Virginia
$434
RWM
1103
Rialto Wealth Management
New York
$434 +$434 +6 New
HIA
1104
HFM Investment Advisors
New Jersey
$434 +$434 +6 New
TCM
1105
TD Capital Management
Tennessee
$433 +$433 +6 New
FCAS
1106
First Command Advisory Services
Texas
$361 +$361 +5 New
CIAS
1107
CBIZ Investment Advisory Services
Ohio
$361 +$361 +5 New
BMC
1108
Bear Mountain Capital
Washington
$345 +$345 +4 New
ANBT
1109
American National Bank & Trust
Texas
$305 +$305 +4 New
PWA
1110
Principia Wealth Advisory
Texas
$291 -$509 -7 -64%
AWM
1111
Activest Wealth Management
Florida
$289 -$6.29K -87 -96%
SO
1112
Sierra Ocean
California
$289 -$939 -13 -76%
WTFG
1113
Wood Tarver Financial Group
Idaho
$289
CWM
1114
Cranbrook Wealth Management
Michigan
$289
LCM
1115
Logan Capital Management
Pennsylvania
$217
DWM
1116
Dogwood Wealth Management
Kansas
$217 +$217 +3 New
IHWM
1117
Iron Horse Wealth Management
Iowa
$217 +$217 +3 New
PWAM
1118
Private Wealth Asset Management
Iowa
$144 +$144 +2 New
CT
1119
Colonial Trust
South Carolina
$124 -$19.4K -313 -99%
LWMI
1120
Legacy Wealth Management (Idaho)
Idaho
$73 +$73 +1 New
AA
1121
Addison Advisors
Vermont
$73 +$73 +1 New
CWP
1122
Concord Wealth Partners
Virginia
$72
RJA
1123
Ross\Johnson & Associates
Minnesota
$72 +$72 +1 New
SFCL
1124
Strengthening Families & Communities LLC
Massachusetts
$72 +$72 +1 New
MAFA
1125
MJT & Associates Financial Advisory
Minnesota
$7 +$7 +1 New