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 %
BFS
401
Bradley Foster & Sargent
Connecticut
$4.3M +$264K +2,059 +7%
SGA
402
Strategic Global Advisors
California
$4.28M +$280K +2,181 +7%
Focus Partners Wealth
403
Focus Partners Wealth
Massachusetts
$4.12M -$368K -2,862 -8%
VanEck Associates
404
VanEck Associates
New York
$4.11M -$216K -1,685 -5%
CCM
405
Candelo Capital Management
New York
$4.05M +$4.05M +31,568 New
HBWM
406
Hollow Brook Wealth Management
New York
$4.04M +$44.2K +344 +1%
TAF
407
Tredje AP-fonden
Sweden
$4.04M +$379K +2,951 +10%
BWP
408
Balboa Wealth Partners
Arizona
$3.98M +$202K +1,574 +5%
HWA
409
HCR Wealth Advisors
California
$3.98M +$816K +6,357 +26%
BF
410
BOK Financial
Oklahoma
$3.93M -$1.71M -13,343 -30%
NIM
411
NEOS Investment Management
Connecticut
$3.93M +$923K +7,189 +31%
TE
412
Tema ETFs
New York
$3.93M +$1.01M +7,900 +35%
OHIS
413
Oak Harvest Investment Services
Texas
$3.91M +$3.91M +30,460 New
GCM
414
Goldstream Capital Management
Hong Kong
$3.86M +$3.86M +30,098 New
BP
415
BNP Paribas
France
$3.86M +$3.67M +28,558 +1,923%
MIM
416
Merrion Investment Management
New Jersey
$3.85M
EAMA
417
EFG Asset Management (Americas)
Florida
$3.8M -$121K -945 -3%
WAM
418
Wakefield Asset Management
Colorado
$3.79M -$82.2K -640 -2%
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$3.76M +$474K +3,692 +14%
Bank of Nova Scotia
420
Bank of Nova Scotia
Ontario, Canada
$3.75M +$1.25M +9,712 +50%
SPIA
421
Steward Partners Investment Advisory
New York
$3.74M +$2.6M +20,225 +228%
AB
422
Amalgamated Bank
New York
$3.72M +$459K +3,576 +14%
SFG
423
Stonebridge Financial Group
Pennsylvania
$3.69M -$48.9K -381 -1%
WI
424
Westbourne Investments
Virginia
$3.68M +$3.07M +23,875 +502%
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$3.65M +$2.03M +15,827 +125%