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
SSWM
476
Smith Salley Wealth Management
North Carolina
$2.77M
TI
477
Trexquant Investment
Connecticut
$2.76M
OAM
478
Oppenheimer Asset Management
New York
$2.71M
DILIC
479
Dai-ichi Life Insurance Company
Japan
$2.71M
CI
480
Carroll Investors
South Carolina
$2.7M
EFM
481
Eley Financial Management
Vermont
$2.69M
WS
482
Wedbush Securities
California
$2.69M
BFS
483
Bard Financial Services
Connecticut
$2.65M
HIP
484
HUB Investment Partners
Texas
$2.64M
NS
485
NBC Securities
Alabama
$2.63M
USPCM
486
Union Square Park Capital Management
New York
$2.57M
KI
487
Keystone Investors
Singapore
$2.53M
CB
488
Commerce Bank
Missouri
$2.52M
JHCP
489
Jackson Hole Capital Partners
Oklahoma
$2.51M
Principal Financial Group
490
Principal Financial Group
Iowa
$2.51M
WAP
491
Wealthcare Advisory Partners
Pennsylvania
$2.49M
EPM
492
Elm Partners Management
Pennsylvania
$2.45M
IMRF
493
Illinois Municipal Retirement Fund
Illinois
$2.43M
MFG
494
Merit Financial Group
Georgia
$2.41M
AWM
495
Axxcess Wealth Management
California
$2.4M
USCWA
496
U.S. Capital Wealth Advisors
Texas
$2.39M
CIC
497
Carnegie Investment Counsel
Ohio
$2.38M
KIG
498
Kennedy Investment Group
New Jersey
$2.38M
MSRPS
499
Maryland State Retirement & Pension System
Maryland
$2.37M
MWM
500
Meridian Wealth Management
Kentucky
$2.33M