1,286 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, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
PA
351
Pinnacle Associates
New York
$6.02M +$490K +3,818 +9%
PS
352
Pennant Select
New Jersey
$6.01M -$411K -3,200 -6%
PCM
353
Penserra Capital Management
California
$5.98M +$1.56M +12,174 +35%
PF
354
Phoenix Financial
Israel
$5.98M +$5.5M +43,026 +1,163%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$5.96M +$2.08M +16,161 +53%
CCMG
356
Clark Capital Management Group
Pennsylvania
$5.77M -$645K -5,022 -10%
MCM
357
Mitchell Capital Management
Kansas
$5.72M +$5.72M +44,294 New
LFP
358
Leeward Financial Partners
Washington
$5.61M +$180K +1,400 +3%
NL
359
NWAM LLC
Washington
$5.59M +$804K +5,578 +17%
VVP
360
Venture Visionary Partners
Ohio
$5.58M +$1.03M +7,983 +23%
William Blair & Company
361
William Blair & Company
Illinois
$5.55M +$309K +2,405 +6%
EBWM
362
Eagle Bluffs Wealth Management
Missouri
$5.53M +$54.6K +425 +1%
GVAG
363
Great Valley Advisor Group
Delaware
$5.52M +$365K +2,846 +7%
SAA
364
Southeast Asset Advisors
Georgia
$5.46M -$122K -951 -2%
OCA
365
Otter Creek Advisors
Florida
$5.45M +$5.45M +42,436 New
UIA
366
Ulland Investment Advisors
Minnesota
$5.42M -$377K -2,939 -7%
NCGI
367
Next Century Growth Investors
Minnesota
$5.38M +$1.41M +11,005 +36%
ORI
368
Oak Ridge Investments
Illinois
$5.35M +$71.4K +556 +1%
Lazard Asset Management
369
Lazard Asset Management
New York
$5.34M -$3.62M -28,183 -40%
MYAM
370
Meiji Yasuda Asset Management
Japan
$5.31M -$790K -6,155 -13%
BPIM
371
Brant Point Investment Management
New York
$5.29M +$174K +1,354 +3%
MCM
372
MAI Capital Management
Ohio
$5.29M -$57.4K -447 -1%
LSA
373
L & S Advisors
California
$5.24M +$3.36M +26,154 +179%
BOH
374
Bank of Hawaii
Hawaii
$5.22M +$915K +7,124 +21%
Wolverine Trading
375
Wolverine Trading
Illinois
$5.18M +$5.18M +40,763 New