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
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
$4.45M
KFP
402
KMG Fiduciary Partners
Ohio
$4.38M
PI
403
PineBridge Investments
New York
$4.35M
BFS
404
Bradley Foster & Sargent
Connecticut
$4.3M
SGA
405
Strategic Global Advisors
California
$4.28M
Focus Partners Wealth
406
Focus Partners Wealth
Massachusetts
$4.12M
VanEck Associates
407
VanEck Associates
New York
$4.11M
CCM
408
Candelo Capital Management
New York
$4.05M
HBWM
409
Hollow Brook Wealth Management
New York
$4.04M
TAF
410
Tredje AP-fonden
Sweden
$4.04M
BWP
411
Balboa Wealth Partners
Arizona
$3.98M
HWA
412
HCR Wealth Advisors
California
$3.98M
BF
413
BOK Financial
Oklahoma
$3.93M
NIM
414
NEOS Investment Management
Connecticut
$3.93M
TE
415
Tema ETFs
New York
$3.93M
OHIS
416
Oak Harvest Investment Services
Texas
$3.91M
GCM
417
Goldstream Capital Management
Hong Kong
$3.86M
BP
418
BNP Paribas
France
$3.86M
MIM
419
Merrion Investment Management
New Jersey
$3.85M
EAMA
420
EFG Asset Management (Americas)
Florida
$3.8M
WAM
421
Wakefield Asset Management
Colorado
$3.79M
Nisa Investment Advisors
422
Nisa Investment Advisors
Missouri
$3.76M
Bank of Nova Scotia
423
Bank of Nova Scotia
Ontario, Canada
$3.75M
SPIA
424
Steward Partners Investment Advisory
New York
$3.74M
AB
425
Amalgamated Bank
New York
$3.72M