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
Axa
451
Axa
France
$3.13M
LB
452
Legacy Bridge
Iowa
$3.13M
SA
453
Sovran Advisors
California
$3.12M
BIM
454
Baldwin Investment Management
Pennsylvania
$3.12M
CM
455
Caption Management
Oklahoma
$3.1M
CPA
456
Capital Planning Advisors
California
$3.1M
New York State Teachers Retirement System (NYSTRS)
457
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M
FIM
458
FWL Investment Management
Texas
$3.06M
CFO
459
Callan Family Office
Pennsylvania
$3.05M
MIM
460
MetLife Investment Management
New Jersey
$3.04M
BLC
461
Brown, Lisle/Cummings
Rhode Island
$3.02M
MA
462
Mezzasalma Advisors
New Jersey
$3.01M
TI
463
Tidal Investments
Wisconsin
$3M
KRS
464
Kentucky Retirement Systems
Kentucky
$2.95M
AWM
465
Apollon Wealth Management
South Carolina
$2.94M
IIM
466
INTECH Investment Management
Florida
$2.94M
SIG
467
Sargent Investment Group
Maryland
$2.89M
MYLI
468
Meiji Yasuda Life Insurance
Japan
$2.84M
GIS
469
Graphene Investments SAS
France
$2.84M
SWP
470
ShoreHaven Wealth Partners
New Jersey
$2.83M
GCM
471
Graham Capital Management
Connecticut
$2.83M
HAG
472
HighPoint Advisor Group
Illinois
$2.81M
Fisher Asset Management
473
Fisher Asset Management
Washington
$2.8M
TC
474
Trilogy Capital
California
$2.79M
HWAM
475
Hennion & Walsh Asset Management
New Jersey
$2.79M