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
SFG
426
Stonebridge Financial Group
Pennsylvania
$3.69M
WI
427
Westbourne Investments
Virginia
$3.68M
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$3.65M
ECP
429
Electron Capital Partners
New York
$3.64M
BIG
430
Boothe Investment Group
Delaware
$3.61M
PWM
431
Perigon Wealth Management
California
$3.53M
Nomura Holdings
432
Nomura Holdings
Japan
$3.52M
SCM
433
Summerhill Capital Management
Ontario, Canada
$3.5M
SCM
434
Seascape Capital Management
New Hampshire
$3.5M
SC
435
Scotia Capital
Ontario, Canada
$3.47M
AUB
436
Atlantic Union Bankshares
Virginia
$3.47M
MAM
437
Morse Asset Management
Connecticut
$3.45M
SG Americas Securities
438
SG Americas Securities
New York
$3.45M
Manulife (Manufacturers Life Insurance)
439
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.45M
1WM
440
1858 Wealth Management
Ohio
$3.43M
FDCDDQ
441
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M
CCIA
442
Cherry Creek Investment Advisors
Colorado
$3.37M
AAS
443
Avantax Advisory Services
Texas
$3.36M
CI
444
Corient IA
Florida
$3.34M
WGC
445
Watts Gwilliam & Co
Arizona
$3.28M
SC
446
Seldon Capital
California
$3.24M
AV
447
ASR Vermogensbeheer
Netherlands
$3.23M
NAAA
448
New Age Alpha Advisors
New York
$3.21M
HCS
449
Himension Capital (Singapore)
Singapore
$3.14M
DF
450
Donoghue Forlines
Massachusetts
$3.14M