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 %
AO
1276
Advisor OS
Illinois
-$314K -2,766 Closed
TDC
1277
Thompson Davis & Co
Virginia
-$307K -2,700 Closed
AAM
1278
Aureus Asset Management
Massachusetts
-$304K -2,673 Closed
EWM
1279
Empirical Wealth Management
Washington
-$302K -2,654 Closed
A
1280
Argentarii
Ohio
-$298K -2,626 Closed
SBIA
1281
Sheaff Brock Investment Advisors
Indiana
-$298K -2,625 Closed
PCS
1282
Personal CFO Solutions
New Jersey
-$294K -2,588 Closed
WMA
1283
Wealth Management Associates
New Jersey
-$293K -2,582 Closed
MCM
1284
Magnolia Capital Management
New York
-$293K -2,580 Closed
SFC
1285
SYM Financial Corp
Indiana
-$292K -2,573 Closed
CWM
1286
Concentrum Wealth Management
California
-$292K -2,566 Closed
BBHC
1287
Brown Brothers Harriman & Co
New York
-$285K -2,507 Closed
WI
1288
WrapManager Inc
California
-$282K -2,480 Closed
FA
1289
Fedenia Advisers
Wisconsin
-$281K -2,470 Closed
FPGK
1290
Financial Partners Group (Kansas)
Kansas
-$280K -2,468 Closed
WMA
1291
West Michigan Advisors
Michigan
-$275K -2,423 Closed
CI
1292
Cavalier Investments
Georgia
-$275K -2,422 Closed
HIS
1293
Horizon Investment Services
Indiana
-$274K -2,410 Closed
NW
1294
NewEdge Wealth
Pennsylvania
-$272K -2,394 Closed
EI
1295
Ellevest Inc
New York
-$272K -2,393 Closed
MGCM
1296
Mane Global Capital Management
New York
-$269K -2,369 Closed
BIM
1297
Barton Investment Management
Pennsylvania
-$261K -2,300 Closed
WPW
1298
Waldron Private Wealth
Pennsylvania
-$261K -2,294 Closed
BIM
1299
Bridges Investment Management
Nebraska
-$258K -2,272 Closed
BCM
1300
BluePath Capital Management
Georgia
-$282K -2,272 Closed