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
CRWM
526
Castle Rock Wealth Management
California
$2.07M
HCG
527
Haven Capital Group
California
$2.06M
AA
528
Ancora Advisors
Ohio
$2.04M
MFG
529
MidWestOne Financial Group
Iowa
$2.03M
CCG
530
Cloverfields Capital Group
Minnesota
$2.01M
BCV
531
Banque Cantonale Vaudoise
Switzerland
$2M
LIP
532
Liontrust Investment Partners
United Kingdom
$1.99M
VI
533
Vestcor Inc
New Brunswick, Canada
$1.98M
EIP
534
Easterly Investment Partners
Massachusetts
$1.98M
SCM
535
Sandler Capital Management
New York
$1.97M
AI
536
Atom Investors
Texas
$1.96M
CBA
537
Coastal Bridge Advisors
Connecticut
$1.96M
LF
538
Lighthouse Financial
Florida
$1.95M
AI
539
Atria Investments
North Carolina
$1.94M
CWM
540
CIBC World Markets
New York
$1.93M
BCI
541
Brinker Capital Investments
Pennsylvania
$1.93M
M
542
Mirova
France
$1.93M
SWM
543
Shelton Wealth Management
Texas
$1.92M
IAN
544
Integrated Advisors Network
Texas
$1.91M
GAA
545
Guardian Asset Advisors
Pennsylvania
$1.9M
AAM
546
Azzad Asset Management
Virginia
$1.89M
EDRH
547
Edmond de Rothschild Holding
Switzerland
$1.87M
DWM
548
Darwin Wealth Management
Florida
$1.87M
WMP
549
Wealth Management Partners
Arizona
$1.85M
ALMGDA
550
AG2R La Mondiale Gestion d'Actifs
France
$1.85M