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 %
BF
1326
bLong Financial
Tennessee
-$222K -1,950 Closed
ACA
1327
Aptus Capital Advisors
Alabama
-$218K -1,922 Closed
FHA
1328
Flagship Harbor Advisors
Massachusetts
-$218K -1,918 Closed
FCH
1329
Freestone Capital Holdings
Washington
-$217K -1,911 Closed
RFA
1330
Register Financial Advisors
Georgia
-$217K -1,910 Closed
RA
1331
RFG Advisory
Alabama
-$215K -1,893 Closed
ACA
1332
Atlas Capital Advisors
Wyoming
-$213K -1,874 Closed
CWA
1333
Cura Wealth Advisors
Illinois
-$211K -1,860 Closed
IWM
1334
IHT Wealth Management
Illinois
-$211K -1,855 Closed
SW
1335
StrongBox Wealth
Missouri
-$210K -1,845 Closed
TAM
1336
Titleist Asset Management
Texas
-$209K -1,837 Closed
CAWM
1337
Capital Advisors Wealth Management
Washington
-$209K -1,837 Closed
GWM
1338
Gitterman Wealth Management
New Jersey
-$208K -1,833 Closed
WEG
1339
World Equity Group
Illinois
-$205K -1,806 Closed
GS
1340
GTS Securities
New York
-$203K -1,786 Closed
FCM
1341
Fourpath Capital Management
Oklahoma
-$201K -1,770 Closed
AC
1342
ASB Consultores
Florida
-$201K -1,768 Closed
CH
1343
Canton Hathaway
Rhode Island
-$170K -1,500 Closed
SC
1344
Stance Capital
Massachusetts
-$159K -1,396 Closed
CFGS
1345
Concourse Financial Group Securities
Alabama
-$193K -1,298 Closed
NL
1346
NKCFO LLC
Illinois
-$114K -1,000 Closed
CAS
1347
Coppell Advisory Solutions
Texas
-$75.4K -649 Closed
GTAM
1348
Global Trust Asset Management
Florida
-$67K -590 Closed
EFMH
1349
E Fund Management (HK)
Hong Kong
-$67K -586 Closed
RS
1350
R Squared
Hong Kong
-$56.8K -500 Closed