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1,145 hedge funds and large institutions have $21.8B invested in Vertiv in 2025 Q1 according to their latest regulatory filings, with 214 funds opening new positions, 540 increasing their positions, 325 reducing their positions, and 250 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 325

4.01% less ownership

Funds ownership: 83.07%79.06% (-4%)

5% less funds holding

Funds holding: 1,2011,145 (-56)

11% less call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.72B

14% less first-time investments, than exits

New positions opened: 214 | Existing positions closed: 250

41% less capital invested

Capital invested by funds: $36.9B → $21.8B (-$15B)

51% less funds holding in top 10

Funds holding in top 10: 4723 (-24)

Holders
1,145
Holders Change
-56
Holders Change %
-4.66%
% of All Funds
15.35%
Holding in Top 10
23
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-51.06%
% of All Funds
0.31%
New
214
Increased
540
Reduced
325
Closed
250
Calls
$1.54B
Puts
$1.72B
Net Calls
-$182M
Net Calls Change
-$518M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1351
Register Financial Advisors
Georgia
-$217K -1,910 Closed
RA
1352
RFG Advisory
Alabama
-$215K -1,893 Closed
ACA
1353
Atlas Capital Advisors
Wyoming
-$213K -1,874 Closed
CWA
1354
Cura Wealth Advisors
Illinois
-$211K -1,860 Closed
IWM
1355
IHT Wealth Management
Illinois
-$211K -1,855 Closed
SW
1356
StrongBox Wealth
Missouri
-$210K -1,845 Closed
CAWM
1357
Capital Advisors Wealth Management
Washington
-$209K -1,837 Closed
TAM
1358
Titleist Asset Management
Texas
-$209K -1,837 Closed
GWM
1359
Gitterman Wealth Management
New Jersey
-$208K -1,833 Closed
WEG
1360
World Equity Group
Illinois
-$205K -1,806 Closed
GS
1361
GTS Securities
New York
-$203K -1,786 Closed
FCM
1362
Fourpath Capital Management
Oklahoma
-$201K -1,770 Closed
AC
1363
ASB Consultores
Florida
-$201K -1,768 Closed
CH
1364
Canton Hathaway
Rhode Island
-$170K -1,500 Closed
SC
1365
Stance Capital
Massachusetts
-$159K -1,396 Closed
CFGS
1366
Concourse Financial Group Securities
Alabama
-$193K -1,298 Closed
NL
1367
NKCFO LLC
Illinois
-$114K -1,000 Closed
CAS
1368
Coppell Advisory Solutions
Texas
-$75.4K -649 Closed
GTAM
1369
Global Trust Asset Management
Florida
-$67K -590 Closed
EFMH
1370
E Fund Management (HK)
Hong Kong
-$67K -586 Closed
RS
1371
R Squared
Hong Kong
-$56.8K -500 Closed
OSNBOA
1372
Old Second National Bank of Aurora
Illinois
-$29.5K -260 Closed
SWA
1373
SOA Wealth Advisors
New York
-$25.6K -225 Closed
MCM
1374
MidAtlantic Capital Management
Virginia
-$24.2K -213 Closed
MWA
1375
Miller Wealth Advisors
Colorado
-$22.7K -200 Closed