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 %
RS
1351
R Squared
Hong Kong
-$56.8K -500 Closed
OSNBOA
1352
Old Second National Bank of Aurora
Illinois
-$29.5K -260 Closed
SWA
1353
SOA Wealth Advisors
New York
-$25.6K -225 Closed
MCM
1354
MidAtlantic Capital Management
Virginia
-$24.2K -213 Closed
MWA
1355
Miller Wealth Advisors
Colorado
-$22.7K -200 Closed
BONH
1356
Bank of New Hampshire
New Hampshire
-$18.2K -160 Closed
FLP
1357
Financial Life Planners
Arizona
-$18.1K -159 Closed
PSB
1358
Piscataqua Savings Bank
New Hampshire
-$17K -150 Closed
JFGIW
1359
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$11.7K -100 Closed
FIA
1360
FPC Investment Advisory
California
-$9.48K -81 Closed
GBT
1361
Grove Bank & Trust
Florida
-$7.39K -65 Closed
PC
1362
Pier Capital
Connecticut
-$5.79K -51 Closed
EFG
1363
Ethos Financial Group
Pennsylvania
-$3.98K -35 Closed
MLA
1364
MB, Levis & Associates
Pennsylvania
-$3.41K -30 Closed
MWM
1365
Mascoma Wealth Management
New Hampshire
-$2.39K -21 Closed
MW
1366
Maia Wealth
Colorado
-$2.27K -20 Closed
VHAM
1367
Van Hulzen Asset Management
California
-$1.71K -15 Closed
SAM
1368
Synergy Asset Management
Washington
-$1.39K -14 Closed
RTC
1369
Riverview Trust Company
Washington
-$1.02K -9 Closed
BFPW
1370
BOK Financial Private Wealth
Colorado
-$909 -8 Closed
CTB
1371
Country Trust Bank
Illinois
-$682 -6 Closed
LWANC
1372
Laurel Wealth Advisors (North Carolina)
North Carolina
-$114 -1 Closed