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
BIM
451
Baldwin Investment Management
Pennsylvania
$3.12M
CM
452
Caption Management
Oklahoma
$3.1M
CPA
453
Capital Planning Advisors
California
$3.1M
New York State Teachers Retirement System (NYSTRS)
454
New York State Teachers Retirement System (NYSTRS)
New York
$3.08M
FIM
455
FWL Investment Management
Texas
$3.06M
CFO
456
Callan Family Office
Pennsylvania
$3.05M
MIM
457
MetLife Investment Management
New Jersey
$3.04M
BLC
458
Brown, Lisle/Cummings
Rhode Island
$3.02M
MA
459
Mezzasalma Advisors
New Jersey
$3.01M
TI
460
Tidal Investments
Wisconsin
$3M
KRS
461
Kentucky Retirement Systems
Kentucky
$2.95M
AWM
462
Apollon Wealth Management
South Carolina
$2.94M
IIM
463
INTECH Investment Management
Florida
$2.94M
SIG
464
Sargent Investment Group
Maryland
$2.89M
MYLI
465
Meiji Yasuda Life Insurance
Japan
$2.84M
GIS
466
Graphene Investments SAS
France
$2.84M
SWP
467
ShoreHaven Wealth Partners
New Jersey
$2.83M
GCM
468
Graham Capital Management
Connecticut
$2.83M
HAG
469
HighPoint Advisor Group
Illinois
$2.81M
Fisher Asset Management
470
Fisher Asset Management
Washington
$2.8M
TC
471
Trilogy Capital
California
$2.79M
HWAM
472
Hennion & Walsh Asset Management
New Jersey
$2.79M
SSWM
473
Smith Salley Wealth Management
North Carolina
$2.77M
TI
474
Trexquant Investment
Connecticut
$2.76M
OAM
475
Oppenheimer Asset Management
New York
$2.71M