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
RWM
551
Rockline Wealth Management
New York
$1.81M
GC
552
Globeflex Capital
California
$1.81M
MOS
553
MGO One Seven
Ohio
$1.8M
GRP
554
Global Retirement Partners
California
$1.8M
ACM
555
Arosa Capital Management
Florida
$1.8M
Koshinski Asset Management
556
Koshinski Asset Management
Illinois
$1.78M
Thrivent Financial for Lutherans
557
Thrivent Financial for Lutherans
Minnesota
$1.78M
CL
558
Choreo LLC
Illinois
$1.78M
SCA
559
Snowden Capital Advisors
New York
$1.78M
NIP
560
Nicholas Investment Partners
California
$1.77M
WAM
561
Werlinich Asset Management
Connecticut
$1.77M
SAM
562
Shell Asset Management
Netherlands
$1.77M
SS
563
Sunbelt Securities
Texas
$1.76M
HCM
564
Hodges Capital Management
Texas
$1.76M
PL
565
Polianta Ltd
Jersey
$1.76M
TMAM
566
Tokio Marine Asset Management
Japan
$1.75M
WI
567
WBI Investments
New Jersey
$1.74M
OAM
568
Ostrum Asset Management
France
$1.74M
DS
569
DRW Securities
Illinois
$1.72M
CCM
570
Copeland Capital Management
Pennsylvania
$1.7M
JSSH
571
J. Safra Sarasin Holding
$1.7M
EPA
572
Element Pointe Advisors
Florida
$1.67M
CSA
573
Cottage Street Advisors
Massachusetts
$1.67M
APC
574
Aspire Private Capital
North Carolina
$1.67M
FFG
575
Floyd Financial Group
Missouri
$1.67M