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
Simplex Trading
326
Simplex Trading
Illinois
$7.2M
KA
327
Kovack Advisors
Florida
$7.08M
Teacher Retirement System of Texas
328
Teacher Retirement System of Texas
Texas
$7.05M
SIA
329
Sit Investment Associates
Minnesota
$6.96M
TIAA Trust, National Association
330
TIAA Trust, National Association
North Carolina
$6.94M
RFM
331
Royal Fund Management
Florida
$6.86M
HFM
332
Harvest Fund Management
China
$6.81M
SB
333
Strategic Blueprint
Georgia
$6.79M
BWM
334
Bulltick Wealth Management
Florida
$6.75M
GCC
335
Game Creek Capital
Massachusetts
$6.71M
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$6.69M
ASN
337
Advisory Services Network
Georgia
$6.62M
GIM
338
Grassi Investment Management
California
$6.61M
EF
339
Empowered Funds
Pennsylvania
$6.59M
Wealthfront Advisers
340
Wealthfront Advisers
California
$6.57M
SI
341
Stephens Inc
Arkansas
$6.45M
Mackenzie Financial
342
Mackenzie Financial
Ontario, Canada
$6.45M
JSC
343
Jackson Square Capital
California
$6.44M
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$6.42M
AF
345
Alerus Financial
North Dakota
$6.4M
SA
346
Sanctuary Advisors
Indiana
$6.38M
EI
347
Ethic Inc
New York
$6.3M
DF
348
DNCA Finance
France
$6.21M
YIH
349
Y-Intercept (HK)
Hong Kong
$6.17M
MA
350
MYDA Advisors
New York
$6.16M