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
DILIC
476
Dai-ichi Life Insurance Company
Japan
$2.71M
CI
477
Carroll Investors
South Carolina
$2.7M
EFM
478
Eley Financial Management
Vermont
$2.69M
WS
479
Wedbush Securities
California
$2.69M
BFS
480
Bard Financial Services
Connecticut
$2.65M
HIP
481
HUB Investment Partners
Texas
$2.64M
NS
482
NBC Securities
Alabama
$2.63M
USPCM
483
Union Square Park Capital Management
New York
$2.57M
KI
484
Keystone Investors
Singapore
$2.53M
CB
485
Commerce Bank
Missouri
$2.52M
JHCP
486
Jackson Hole Capital Partners
Oklahoma
$2.51M
Principal Financial Group
487
Principal Financial Group
Iowa
$2.51M
WAP
488
Wealthcare Advisory Partners
Pennsylvania
$2.49M
EPM
489
Elm Partners Management
Pennsylvania
$2.45M
IMRF
490
Illinois Municipal Retirement Fund
Illinois
$2.43M
MFG
491
Merit Financial Group
Georgia
$2.41M
AWM
492
Axxcess Wealth Management
California
$2.4M
USCWA
493
U.S. Capital Wealth Advisors
Texas
$2.39M
CIC
494
Carnegie Investment Counsel
Ohio
$2.38M
KIG
495
Kennedy Investment Group
New Jersey
$2.38M
MSRPS
496
Maryland State Retirement & Pension System
Maryland
$2.37M
MWM
497
Meridian Wealth Management
Kentucky
$2.33M
GIBU
498
Gulf International Bank (UK)
United Kingdom
$2.33M
HHGC
499
Hunting Hill Global Capital
New York
$2.32M
ACP
500
Albar Capital Partners
United Kingdom
$2.32M