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 %
BCM
1301
BluePath Capital Management
Georgia
-$282K -2,272 Closed
AWM
1302
Accurate Wealth Management
Florida
-$288K -2,234 Closed
MSWM
1303
McGlone Suttner Wealth Management
Wisconsin
-$253K -2,227 Closed
FFS
1304
Founders Financial Securities
Maryland
-$251K -2,207 Closed
FAIM
1305
Financial Advocates Investment Management
Washington
-$250K -2,203 Closed
B
1306
Bellecapital
Switzerland
-$249K -2,196 Closed
GA
1307
Goldstein Advisors
Wisconsin
-$247K -2,175 Closed
JSW
1308
Journey Strategic Wealth
New Jersey
-$246K -2,164 Closed
BP
1309
Ballentine Partners
Massachusetts
-$244K -2,147 Closed
MLL
1310
Moody Lynn & Lieberson
Massachusetts
-$244K -2,144 Closed
FTUS
1311
Flow Traders U.S.
New York
-$243K -2,141 Closed
MFG
1312
Magnus Financial Group
New York
-$243K -2,135 Closed
FCP
1313
Fidelis Capital Partners
Florida
-$240K -2,133 Closed
SAM
1314
Secure Asset Management
Michigan
-$242K -2,128 Closed
C
1315
Certuity
Florida
-$242K -2,128 Closed
IAMOG
1316
Investors Asset Management of Georgia
Georgia
-$241K -2,125 Closed
BFA
1317
Brendel Financial Advisors
New Hampshire
-$240K -2,114 Closed
PRS
1318
Pinkerton Retirement Specialists
Idaho
-$236K -2,079 Closed
AFM
1319
Aspetuck Financial Management
Connecticut
-$236K -2,078 Closed
VFA
1320
Valeo Financial Advisors
Indiana
-$236K -2,073 Closed
DO
1321
denkapparat Operations
Germany
-$232K -2,044 Closed
ACM
1322
Aster Capital Management
United Arab Emirates
-$230K -2,022 Closed
IP
1323
Investment Partners
Ohio
-$227K -2,002 Closed
LBWM
1324
Left Brain Wealth Management
Illinois
-$227K -2,000 Closed
GCM
1325
Gallacher Capital Management
Colorado
-$227K -2,000 Closed