1,296 hedge funds and large institutions have $39.2B invested in Vertiv in 2025 Q2 according to their latest regulatory filings, with 302 funds opening new positions, 533 increasing their positions, 351 reducing their positions, and 128 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

14% more funds holding

Funds holding: 1,1341,296 (+162)

2.52% more ownership

Funds ownership: 77.71%80.22% (+2.5%)

Holders
1,296
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
IWA
251
IBEX Wealth Advisors
New Jersey
$12.1M
CRCM
252
Crystal Rock Capital Management
Illinois
$12M
Vontobel Holding
253
Vontobel Holding
Switzerland
$11.9M
SCM
254
Silvant Capital Management
Georgia
$11.6M
ZCI
255
Zevenbergen Capital Investments
Washington
$11.6M
BCH
256
Berkshire Capital Holdings
California
$11.4M
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$11.4M
Cerity Partners
258
Cerity Partners
New York
$11.4M
EAM
259
EFG Asset Management
Oregon
$11.3M
SSA
260
Sierra Summit Advisors
Nevada
$11.3M
Natixis Advisors
261
Natixis Advisors
Massachusetts
$11.2M
BA
262
Bridgewater Associates
Connecticut
$11M
PCM
263
Polymer Capital Management
New York
$11M
KIA
264
KCM Investment Advisors
California
$10.9M
JSP
265
Jackson Square Partners
California
$10.9M
Hudson Bay Capital Management
266
Hudson Bay Capital Management
Connecticut
$10.9M
SCM
267
SIR Capital Management
New York
$10.7M
CC
268
Cornerstone Capital
California
$10.3M
QCM
269
QRG Capital Management
Illinois
$10.3M
PAG
270
Private Advisory Group
Washington
$10.2M
FM
271
Freemont Management
Switzerland
$10.2M
SIG
272
Stonegate Investment Group
Alabama
$10.1M
VIM
273
Vinva Investment Management
Australia
$10.1M
FAF
274
Fjarde Ap-fonden
Sweden
$10.1M
KBC Group
275
KBC Group
Belgium
$10.1M