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
PCM
501
Parsons Capital Management
Rhode Island
$2.31M
TF
502
Telligent Fund
Hong Kong
$2.31M
AWS
503
Atria Wealth Solutions
New York
$2.31M
Capstone Investment Advisors
504
Capstone Investment Advisors
New York
$2.24M
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$2.24M
IWC
506
Integrated Wealth Concepts
Massachusetts
$2.23M
VIS
507
Vega Investment Solutions
France
$2.22M
PCA
508
Pallas Capital Advisors
Massachusetts
$2.22M
BMSSC
509
B. Metzler seel. Sohn & Co
Germany
$2.19M
PFS
510
Prospera Financial Services
Texas
$2.18M
HKAM
511
Horizon Kinetics Asset Management
New York
$2.16M
BIP
512
Bouvel Investment Partners
Pennsylvania
$2.16M
QC
513
Quaero Capital
Switzerland
$2.15M
OC
514
Optimas Capital
Hong Kong
$2.13M
AAM
515
Advisors Asset Management
Colorado
$2.12M
EMPI
516
Elo Mutual Pension Insurance
Finland
$2.1M
AWA
517
Arkadios Wealth Advisors
Georgia
$2.09M
Squarepoint
518
Squarepoint
New York
$2.09M
EOJOAM
519
E. Ohman J:or Asset Management
Sweden
$2.09M
CIBC Asset Management
520
CIBC Asset Management
Ontario, Canada
$2.08M
AAS
521
Ameritas Advisory Services
Nebraska
$2.08M
ATPW
522
Ashton Thomas Private Wealth
Arizona
$2.07M
CRWM
523
Castle Rock Wealth Management
California
$2.07M
HCG
524
Haven Capital Group
California
$2.06M
AA
525
Ancora Advisors
Ohio
$2.04M