1,127 hedge funds and large institutions have $21.5B invested in Vertiv in 2025 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 529 increasing their positions, 321 reducing their positions, and 247 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,127
Holders Change
-57
Holders Change %
-4.81%
% of All Funds
15.31%
Holding in Top 10
23
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-48.89%
% of All Funds
0.31%
New
213
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 %
MC
1226
Machina Capital
France
-$865K -7,618 Closed
SGAM
1227
Smith Group Asset Management
Texas
-$846K -7,450 Closed
FHWM
1228
Fox Hill Wealth Management
Massachusetts
-$836K -7,358 Closed
FF
1229
Friedenthal Financial
New Jersey
-$766K -6,746 Closed
NRD
1230
Nebula Research & Development
New York
-$716K -6,301 Closed
SWM
1231
Shepherd Wealth Management
Ohio
-$696K -6,123 Closed
AT
1232
American Trust
Kentucky
-$658K -5,793 Closed
SSWM
1233
Sheets Smith Wealth Management
North Carolina
-$647K -5,693 Closed
MFG
1234
Menard Financial Group
Texas
-$642K -5,652 Closed
WIA
1235
Wealthedge Investment Advisors
New York
-$639K -5,625 Closed
NWWA
1236
New Wave Wealth Advisors
Arkansas
-$631K -5,555 Closed
FCM
1237
Fieldview Capital Management
Michigan
-$623K -5,480 Closed
PFA
1238
Petra Financial Advisors
Colorado
-$623K -5,479 Closed
BBL
1239
Beck Bode LLC
Massachusetts
-$617K -5,429 Closed
SFG
1240
Sovereign Financial Group
Connecticut
-$598K -5,260 Closed
AC
1241
Aristeia Capital
Connecticut
-$587K -5,164 Closed
IAS
1242
Insigneo Advisory Services
Florida
-$585K -5,152 Closed
AFA
1243
Arlington Financial Advisors
California
-$585K -5,150 Closed
CM
1244
Churchill Management
California
-$570K -5,021 Closed
AWM
1245
Avior Wealth Management
Nebraska
-$544K -4,787 Closed
FBT
1246
First Bankers Trust
Kentucky
-$505K -4,449 Closed
WWM
1247
Whalen Wealth Management
Nevada
-$482K -4,240 Closed
VFA
1248
Values First Advisors
Tennessee
-$475K -4,182 Closed
EMAM
1249
Encompass More Asset Management
California
-$471K -4,145 Closed
BC
1250
Bridgefront Capital
Texas
-$462K -4,069 Closed