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
Brown Advisory
276
Brown Advisory
Maryland
$9.96M
X
277
Xponance
Pennsylvania
$9.87M
PCM
278
Portolan Capital Management
Massachusetts
$9.85M
UIM
279
USS Investment Management
United Kingdom
$9.74M
Macquarie Group
280
Macquarie Group
Australia
$9.74M
NA
281
NewEdge Advisors
Louisiana
$9.7M
FAF
282
Första AP-fonden
Sweden
$9.59M
RMCM
283
Reynders McVeigh Capital Management
Massachusetts
$9.59M
BCM
284
Beck Capital Management
Texas
$9.51M
WTC
285
WhitTier Trust Company
Nevada
$9.4M
NPT
286
Nixon Peabody Trust
Massachusetts
$9.37M
VSI
287
Verde Servicos Internacionais
Brazil
$9.26M
SC
288
Sculptor Capital
New York
$9.25M
Envestnet Portfolio Solutions
289
Envestnet Portfolio Solutions
Illinois
$9.23M
IAA
290
Independent Advisor Alliance
North Carolina
$9.19M
NA
291
Nordwand Advisors
Pennsylvania
$9.19M
II
292
IFM Investors
Australia
$9.14M
ECM
293
ExodusPoint Capital Management
New York
$9.12M
KCP
294
Kera Capital Partners
California
$9.1M
NA
295
Navellier & Associates
Nevada
$9.07M
BP
296
Broadleaf Partners
Ohio
$9.06M
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
$8.99M
RC
298
Riposte Capital
New York
$8.99M
GIM
299
Goodlander Investment Management
Texas
$8.99M
BPWM
300
Badgley Phelps Wealth Managers
Washington
$8.93M