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
SB
551
SIG Brokerage
New York
$1.85M
LJAC
552
L.J. Altfest & Co
New York
$1.84M
JWCA
553
J.W. Cole Advisors
Florida
$1.83M
RWM
554
Rockline Wealth Management
New York
$1.81M
GC
555
Globeflex Capital
California
$1.81M
MOS
556
MGO One Seven
Ohio
$1.8M
GRP
557
Global Retirement Partners
California
$1.8M
ACM
558
Arosa Capital Management
Florida
$1.8M
Koshinski Asset Management
559
Koshinski Asset Management
Illinois
$1.78M
Thrivent Financial for Lutherans
560
Thrivent Financial for Lutherans
Minnesota
$1.78M
CL
561
Choreo LLC
Illinois
$1.78M
SCA
562
Snowden Capital Advisors
New York
$1.78M
NIP
563
Nicholas Investment Partners
California
$1.77M
WAM
564
Werlinich Asset Management
Connecticut
$1.77M
SAM
565
Shell Asset Management
Netherlands
$1.77M
SS
566
Sunbelt Securities
Texas
$1.76M
HCM
567
Hodges Capital Management
Texas
$1.76M
PL
568
Polianta Ltd
Jersey
$1.76M
TMAM
569
Tokio Marine Asset Management
Japan
$1.75M
FI
570
Finivi Inc
Massachusetts
$1.75M
WI
571
WBI Investments
New Jersey
$1.74M
OAM
572
Ostrum Asset Management
France
$1.74M
DS
573
DRW Securities
Illinois
$1.72M
CCM
574
Copeland Capital Management
Pennsylvania
$1.7M
JSSH
575
J. Safra Sarasin Holding
$1.7M