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
BFS
401
Bradley Foster & Sargent
Connecticut
$4.3M
SGA
402
Strategic Global Advisors
California
$4.28M
Focus Partners Wealth
403
Focus Partners Wealth
Massachusetts
$4.12M
VanEck Associates
404
VanEck Associates
New York
$4.11M
CCM
405
Candelo Capital Management
New York
$4.05M
HBWM
406
Hollow Brook Wealth Management
New York
$4.04M
TAF
407
Tredje AP-fonden
Sweden
$4.04M
BWP
408
Balboa Wealth Partners
Arizona
$3.98M
HWA
409
HCR Wealth Advisors
California
$3.98M
BF
410
BOK Financial
Oklahoma
$3.93M
NIM
411
NEOS Investment Management
Connecticut
$3.93M
TE
412
Tema ETFs
New York
$3.93M
OHIS
413
Oak Harvest Investment Services
Texas
$3.91M
GCM
414
Goldstream Capital Management
Hong Kong
$3.86M
BP
415
BNP Paribas
France
$3.86M
MIM
416
Merrion Investment Management
New Jersey
$3.85M
EAMA
417
EFG Asset Management (Americas)
Florida
$3.8M
WAM
418
Wakefield Asset Management
Colorado
$3.79M
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$3.76M
Bank of Nova Scotia
420
Bank of Nova Scotia
Ontario, Canada
$3.75M
SPIA
421
Steward Partners Investment Advisory
New York
$3.74M
AB
422
Amalgamated Bank
New York
$3.72M
SFG
423
Stonebridge Financial Group
Pennsylvania
$3.69M
WI
424
Westbourne Investments
Virginia
$3.68M
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$3.65M