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
MFG
526
MidWestOne Financial Group
Iowa
$2.03M
CCG
527
Cloverfields Capital Group
Minnesota
$2.01M
BCV
528
Banque Cantonale Vaudoise
Switzerland
$2M
LIP
529
Liontrust Investment Partners
United Kingdom
$1.99M
VI
530
Vestcor Inc
New Brunswick, Canada
$1.98M
EIP
531
Easterly Investment Partners
Massachusetts
$1.98M
SCM
532
Sandler Capital Management
New York
$1.97M
AI
533
Atom Investors
Texas
$1.96M
CBA
534
Coastal Bridge Advisors
Connecticut
$1.96M
LF
535
Lighthouse Financial
Florida
$1.95M
AI
536
Atria Investments
North Carolina
$1.94M
CWM
537
CIBC World Markets
New York
$1.93M
BCI
538
Brinker Capital Investments
Pennsylvania
$1.93M
M
539
Mirova
France
$1.93M
SWM
540
Shelton Wealth Management
Texas
$1.92M
IAN
541
Integrated Advisors Network
Texas
$1.91M
GAA
542
Guardian Asset Advisors
Pennsylvania
$1.9M
AAM
543
Azzad Asset Management
Virginia
$1.89M
EDRH
544
Edmond de Rothschild Holding
Switzerland
$1.87M
DWM
545
Darwin Wealth Management
Florida
$1.87M
WMP
546
Wealth Management Partners
Arizona
$1.85M
ALMGDA
547
AG2R La Mondiale Gestion d'Actifs
France
$1.85M
SB
548
SIG Brokerage
New York
$1.85M
LJAC
549
L.J. Altfest & Co
New York
$1.84M
JWCA
550
J.W. Cole Advisors
Florida
$1.83M