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
FAB
301
First American Bank
Illinois
$8.74M
OIA
302
OneDigital Investment Advisors
Kansas
$8.69M
HRCM
303
Hood River Capital Management
Florida
$8.69M
Prudential Financial
304
Prudential Financial
New Jersey
$8.65M
TD Asset Management
305
TD Asset Management
Ontario, Canada
$8.4M
REAM
306
Ripple Effect Asset Management
New York
$8.39M
ZP
307
Zimmer Partners
New York
$8.35M
CC
308
Covalis Capital
United Kingdom
$8.26M
BAAM
309
Baker Avenue Asset Management
California
$8.1M
CIC
310
Chase Investment Counsel
Virginia
$8.01M
Pathstone Holdings
311
Pathstone Holdings
New Jersey
$7.95M
Creative Planning
312
Creative Planning
Kansas
$7.77M
Two Sigma Advisers
313
Two Sigma Advisers
New York
$7.73M
URS
314
Utah Retirement Systems
Utah
$7.73M
SAM
315
Sycomore Asset Management
France
$7.71M
OC
316
Oppenheimer & Co
New York
$7.69M
NRS
317
Neville Rodie & Shaw
New York
$7.63M
HighTower Advisors
318
HighTower Advisors
Illinois
$7.63M
IBOK
319
Independence Bank of Kentucky
Kentucky
$7.59M
Truist Financial
320
Truist Financial
North Carolina
$7.47M
SLI
321
Sumitomo Life Insurance
Japan
$7.47M
PFSRSONJ
322
Police & Firemen's Retirement System of New Jersey
New Jersey
$7.42M
MML Investors Services
323
MML Investors Services
Massachusetts
$7.38M
BCIM
324
British Columbia Investment Management
British Columbia, Canada
$7.31M
Simplex Trading
325
Simplex Trading
Illinois
$7.2M