1,291 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 303 funds opening new positions, 529 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

26% more call options, than puts

Call options by funds: $4.39B | Put options by funds: $3.5B

15% more funds holding

Funds holding: 1,1271,291 (+164)

2.49% more ownership

Funds ownership: 77.65%80.14% (+2.5%)

Holders
1,291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
55
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.39B
Puts
$3.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
226
Zacks Investment Management
Illinois
$15.1M
QCM
227
Quantinno Capital Management
New York
$15M
Lord, Abbett & Co
228
Lord, Abbett & Co
New Jersey
$15M
PP
229
Prudential plc
United Kingdom
$14.9M
RAM
230
Resona Asset Management
Japan
$14.9M
Jones Financial Companies
231
Jones Financial Companies
Missouri
$14.8M
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$14.8M
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$14.7M
Mariner
234
Mariner
Kansas
$14.7M
JCM
235
Janney Capital Management
Pennsylvania
$14.6M
AFG
236
Albion Financial Group
Utah
$14.4M
LF
237
Lansforsakringar Fondforvaltning
Sweden
$14.1M
GLF
238
Groupe la Francaise
France
$13.9M
Skandinaviska Enskilda Banken (SEB)
239
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.7M
BNP Paribas Asset Management
240
BNP Paribas Asset Management
France
$13.6M
Federated Hermes
241
Federated Hermes
Pennsylvania
$13.6M
ASRS
242
Arizona State Retirement System
Arizona
$13.6M
LWM
243
Lyell Wealth Management
California
$13.5M
Daiwa Securities Group
244
Daiwa Securities Group
Japan
$13.4M
DnB Asset Management
245
DnB Asset Management
Norway
$12.9M
SCM
246
Sterling Capital Management
North Carolina
$12.5M
PAG
247
Private Advisor Group
New Jersey
$12.5M
ZDA
248
Zweig-DiMenna Associates
New York
$12.5M
BFM
249
Boothbay Fund Management
New York
$12.4M
IWA
250
IBEX Wealth Advisors
New Jersey
$12.1M