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 %
CCG
526
Cloverfields Capital Group
Minnesota
$2.01M
BCV
527
Banque Cantonale Vaudoise
Switzerland
$2M -$389K -3,029 -16%
LIP
528
Liontrust Investment Partners
United Kingdom
$1.99M -$6.68M -51,991 -77%
VI
529
Vestcor Inc
New Brunswick, Canada
$1.98M -$880K -6,857 -31%
EIP
530
Easterly Investment Partners
Massachusetts
$1.98M
SCM
531
Sandler Capital Management
New York
$1.97M +$1.97M +15,363 New
AI
532
Atom Investors
Texas
$1.96M -$839K -6,536 -30%
CBA
533
Coastal Bridge Advisors
Connecticut
$1.96M +$1.96M +15,249 New
LF
534
Lighthouse Financial
Florida
$1.95M +$160K +1,244 +9%
AI
535
Atria Investments
North Carolina
$1.94M +$570K +4,437 +42%
CWM
536
CIBC World Markets
New York
$1.93M -$149K -1,162 -7%
BCI
537
Brinker Capital Investments
Pennsylvania
$1.93M -$1.32M -10,288 -41%
M
538
Mirova
France
$1.93M +$642K +5,000 +50%
SWM
539
Shelton Wealth Management
Texas
$1.92M +$727K +5,660 +61%
IAN
540
Integrated Advisors Network
Texas
$1.91M +$636K +4,954 +50%
GAA
541
Guardian Asset Advisors
Pennsylvania
$1.9M +$312K +2,428 +20%
AAM
542
Azzad Asset Management
Virginia
$1.89M +$1.89M +14,702 New
EDRH
543
Edmond de Rothschild Holding
Switzerland
$1.87M -$73.3K -571 -4%
DWM
544
Darwin Wealth Management
Florida
$1.87M +$537K +4,183 +40%
WMP
545
Wealth Management Partners
Arizona
$1.85M +$404K +3,197 +28%
ALMGDA
546
AG2R La Mondiale Gestion d'Actifs
France
$1.85M -$81.4K -634 -4%
SB
547
SIG Brokerage
New York
$1.85M -$3.48M -27,080 -65%
LJAC
548
L.J. Altfest & Co
New York
$1.84M +$613K +4,776 +50%
JWCA
549
J.W. Cole Advisors
Florida
$1.83M +$378K +2,945 +26%
RWM
550
Rockline Wealth Management
New York
$1.81M +$172K +1,338 +10%