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
EPA
576
Element Pointe Advisors
Florida
$1.67M
CSA
577
Cottage Street Advisors
Massachusetts
$1.67M
APC
578
Aspire Private Capital
North Carolina
$1.67M
FFG
579
Floyd Financial Group
Missouri
$1.67M
PI
580
PFG Investments
New York
$1.67M
SS
581
SBI Securities
Japan
$1.65M
WBC
582
Westpac Banking Corp
Australia
$1.65M
NERM
583
New England Research & Management
Illinois
$1.64M
PAS
584
Park Avenue Securities
New York
$1.63M
IA
585
IFP Advisors
Florida
$1.62M
CIA
586
Cladis Investment Advisory
Montana
$1.61M
AI
587
AXS Investments
New York
$1.61M
NCM
588
Novare Capital Management
North Carolina
$1.58M
HI
589
Horizon Investments
North Carolina
$1.57M
GAG
590
GM Advisory Group
New York
$1.57M
BHC
591
Bowen Hanes & Co
Florida
$1.54M
MPWS
592
McCarter Private Wealth Services
Massachusetts
$1.54M
HCA
593
Harbour Capital Advisors
Virginia
$1.52M
MYIA
594
Mount Yale Investment Advisors
Colorado
$1.5M
SOAMC
595
Spirit of America Management Corp
New York
$1.5M
SC
596
Stance Capital
Massachusetts
$1.49M
LFAS
597
Level Four Advisory Services
Texas
$1.49M
EML
598
Eos Management LP
New York
$1.46M
VA
599
Vident Advisory
Georgia
$1.45M
GF
600
Gabelli Funds
New York
$1.41M