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
KA
326
Kovack Advisors
Florida
$7.08M
Teacher Retirement System of Texas
327
Teacher Retirement System of Texas
Texas
$7.05M
SIA
328
Sit Investment Associates
Minnesota
$6.96M
TIAA Trust, National Association
329
TIAA Trust, National Association
North Carolina
$6.94M
RFM
330
Royal Fund Management
Florida
$6.86M
HFM
331
Harvest Fund Management
China
$6.81M
SB
332
Strategic Blueprint
Georgia
$6.79M
BWM
333
Bulltick Wealth Management
Florida
$6.75M
GCC
334
Game Creek Capital
Massachusetts
$6.71M
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$6.69M
ASN
336
Advisory Services Network
Georgia
$6.62M
GIM
337
Grassi Investment Management
California
$6.61M
EF
338
Empowered Funds
Pennsylvania
$6.59M
Wealthfront Advisers
339
Wealthfront Advisers
California
$6.57M
SI
340
Stephens Inc
Arkansas
$6.45M
Mackenzie Financial
341
Mackenzie Financial
Ontario, Canada
$6.45M
JSC
342
Jackson Square Capital
California
$6.44M
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$6.42M
AF
344
Alerus Financial
North Dakota
$6.4M
EI
345
Ethic Inc
New York
$6.3M
DF
346
DNCA Finance
France
$6.21M
YIH
347
Y-Intercept (HK)
Hong Kong
$6.17M
MA
348
MYDA Advisors
New York
$6.16M
IMPI
349
Ilmarinen Mutual Pension Insurance
Finland
$6.04M
PA
350
Pinnacle Associates
New York
$6.02M