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 %
SS
576
SBI Securities
Japan
$1.65M -$144K -1,125 -8%
WBC
577
Westpac Banking Corp
Australia
$1.65M +$823K +6,411 +100%
NERM
578
New England Research & Management
Illinois
$1.64M +$326K +2,537 +25%
PAS
579
Park Avenue Securities
New York
$1.63M +$1.63M +12,677 New
IA
580
IFP Advisors
Florida
$1.62M +$886K +6,895 +121%
CIA
581
Cladis Investment Advisory
Montana
$1.61M +$16.1K +125 +1%
AI
582
AXS Investments
New York
$1.61M
NCM
583
Novare Capital Management
North Carolina
$1.58M +$963K +7,500 +157%
HI
584
Horizon Investments
North Carolina
$1.57M +$1.34M +10,449 +581%
GAG
585
GM Advisory Group
New York
$1.57M -$985K -7,670 -39%
BHC
586
Bowen Hanes & Co
Florida
$1.54M
MPWS
587
McCarter Private Wealth Services
Massachusetts
$1.54M +$930K +7,243 +153%
HCA
588
Harbour Capital Advisors
Virginia
$1.52M -$696K -5,600 -31%
MYIA
589
Mount Yale Investment Advisors
Colorado
$1.5M -$18.7K -146 -1%
SOAMC
590
Spirit of America Management Corp
New York
$1.5M
SC
591
Stance Capital
Massachusetts
$1.49M +$1.49M +11,600 New
LFAS
592
Level Four Advisory Services
Texas
$1.49M +$318K +2,480 +27%
EML
593
Eos Management LP
New York
$1.46M +$1.46M +11,377 New
VA
594
Vident Advisory
Georgia
$1.45M -$233K -1,814 -14%
GF
595
Gabelli Funds
New York
$1.41M
AAIS
596
ABN AMRO Investment Solutions
$1.4M +$79.1K +616 +6%
CHAM
597
Clear Harbor Asset Management
Connecticut
$1.4M +$464K +3,610 +49%
KF
598
Krilogy Financial
Missouri
$1.4M +$1.4M +10,883 New
SPC
599
Sigma Planning Corp
Michigan
$1.4M +$335K +2,611 +32%
CPSC
600
Carl P. Sherr & Co
Massachusetts
$1.38M -$10.3K -80 -0.7%