1,286 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, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
TF
501
Telligent Fund
Hong Kong
$2.31M -$385K -3,000 -14%
AWS
502
Atria Wealth Solutions
New York
$2.31M -$1.27M -9,880 -35%
Capstone Investment Advisors
503
Capstone Investment Advisors
New York
$2.24M +$268K +2,085 +14%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$2.24M +$193K +1,501 +9%
IWC
505
Integrated Wealth Concepts
Massachusetts
$2.23M +$973K +7,578 +77%
VIS
506
Vega Investment Solutions
France
$2.22M -$344K -2,678 -13%
PCA
507
Pallas Capital Advisors
Massachusetts
$2.22M +$1.11M +8,619 +99%
BMSSC
508
B. Metzler seel. Sohn & Co
Germany
$2.19M +$438K +3,409 +25%
PFS
509
Prospera Financial Services
Texas
$2.18M +$721K +5,615 +49%
HKAM
510
Horizon Kinetics Asset Management
New York
$2.16M +$89.2K +695 +4%
BIP
511
Bouvel Investment Partners
Pennsylvania
$2.16M +$750K +5,839 +53%
QC
512
Quaero Capital
Switzerland
$2.15M +$196K +1,530 +10%
OC
513
Optimas Capital
Hong Kong
$2.13M +$2.13M +16,600 New
AAM
514
Advisors Asset Management
Colorado
$2.12M +$243K +1,889 +13%
EMPI
515
Elo Mutual Pension Insurance
Finland
$2.1M -$334K -2,602 -14%
AWA
516
Arkadios Wealth Advisors
Georgia
$2.09M -$69.9K -544 -3%
Squarepoint
517
Squarepoint
New York
$2.09M -$28.4M -221,187 -93%
EOJOAM
518
E. Ohman J:or Asset Management
Sweden
$2.09M
CIBC Asset Management
519
CIBC Asset Management
Ontario, Canada
$2.08M +$12.6K +98 +0.6%
AAS
520
Ameritas Advisory Services
Nebraska
$2.08M -$1.41M -10,958 -40%
ATPW
521
Ashton Thomas Private Wealth
Arizona
$2.07M +$825K +6,425 +66%
CRWM
522
Castle Rock Wealth Management
California
$2.07M +$2.07M +16,243 New
HCG
523
Haven Capital Group
California
$2.07M +$90.6K +706 +5%
AA
524
Ancora Advisors
Ohio
$2.04M +$1.74M +13,525 +579%
MFG
525
MidWestOne Financial Group
Iowa
$2.03M +$2.03M +15,806 New