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
BPWM
301
Badgley Phelps Wealth Managers
Washington
$8.93M
FAB
302
First American Bank
Illinois
$8.74M
OIA
303
OneDigital Investment Advisors
Kansas
$8.69M
HRCM
304
Hood River Capital Management
Florida
$8.69M
Prudential Financial
305
Prudential Financial
New Jersey
$8.65M
TD Asset Management
306
TD Asset Management
Ontario, Canada
$8.4M
REAM
307
Ripple Effect Asset Management
New York
$8.39M
ZP
308
Zimmer Partners
New York
$8.35M
CC
309
Covalis Capital
United Kingdom
$8.26M
BAAM
310
Baker Avenue Asset Management
California
$8.1M
CIC
311
Chase Investment Counsel
Virginia
$8.01M
Pathstone Holdings
312
Pathstone Holdings
New Jersey
$7.95M
Creative Planning
313
Creative Planning
Kansas
$7.77M
Two Sigma Advisers
314
Two Sigma Advisers
New York
$7.73M
URS
315
Utah Retirement Systems
Utah
$7.73M
SAM
316
Sycomore Asset Management
France
$7.71M
OC
317
Oppenheimer & Co
New York
$7.69M
NRS
318
Neville Rodie & Shaw
New York
$7.63M
HighTower Advisors
319
HighTower Advisors
Illinois
$7.63M
IBOK
320
Independence Bank of Kentucky
Kentucky
$7.59M
Truist Financial
321
Truist Financial
North Carolina
$7.47M
SLI
322
Sumitomo Life Insurance
Japan
$7.47M
PFSRSONJ
323
Police & Firemen's Retirement System of New Jersey
New Jersey
$7.42M
MML Investors Services
324
MML Investors Services
Massachusetts
$7.38M
BCIM
325
British Columbia Investment Management
British Columbia, Canada
$7.31M