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
PS
351
Pennant Select
New Jersey
$6.01M
PCM
352
Penserra Capital Management
California
$5.98M
PF
353
Phoenix Financial
Israel
$5.98M
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$5.96M
CCMG
355
Clark Capital Management Group
Pennsylvania
$5.77M
MCM
356
Mitchell Capital Management
Kansas
$5.72M
LFP
357
Leeward Financial Partners
Washington
$5.61M
NL
358
NWAM LLC
Washington
$5.59M
VVP
359
Venture Visionary Partners
Ohio
$5.58M
William Blair & Company
360
William Blair & Company
Illinois
$5.55M
EBWM
361
Eagle Bluffs Wealth Management
Missouri
$5.53M
GVAG
362
Great Valley Advisor Group
Delaware
$5.52M
SAA
363
Southeast Asset Advisors
Georgia
$5.46M
OCA
364
Otter Creek Advisors
Florida
$5.45M
UIA
365
Ulland Investment Advisors
Minnesota
$5.42M
NCGI
366
Next Century Growth Investors
Minnesota
$5.38M
ORI
367
Oak Ridge Investments
Illinois
$5.35M
Lazard Asset Management
368
Lazard Asset Management
New York
$5.33M
MYAM
369
Meiji Yasuda Asset Management
Japan
$5.31M
BPIM
370
Brant Point Investment Management
New York
$5.29M
MCM
371
MAI Capital Management
Ohio
$5.29M
LSA
372
L & S Advisors
California
$5.24M
BOH
373
Bank of Hawaii
Hawaii
$5.22M
Wolverine Trading
374
Wolverine Trading
Illinois
$5.18M
LGF
375
LGT Group Foundation
Liechtenstein
$5.16M