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
PI
576
PFG Investments
New York
$1.67M
SS
577
SBI Securities
Japan
$1.65M
WBC
578
Westpac Banking Corp
Australia
$1.65M
NERM
579
New England Research & Management
Illinois
$1.64M
PAS
580
Park Avenue Securities
New York
$1.63M
IA
581
IFP Advisors
Florida
$1.62M
CIA
582
Cladis Investment Advisory
Montana
$1.61M
AI
583
AXS Investments
New York
$1.61M
NCM
584
Novare Capital Management
North Carolina
$1.58M
HI
585
Horizon Investments
North Carolina
$1.57M
GAG
586
GM Advisory Group
New York
$1.57M
BHC
587
Bowen Hanes & Co
Florida
$1.54M
MPWS
588
McCarter Private Wealth Services
Massachusetts
$1.54M
HCA
589
Harbour Capital Advisors
Virginia
$1.52M
MYIA
590
Mount Yale Investment Advisors
Colorado
$1.5M
SOAMC
591
Spirit of America Management Corp
New York
$1.5M
SC
592
Stance Capital
Massachusetts
$1.49M
LFAS
593
Level Four Advisory Services
Texas
$1.49M
EML
594
Eos Management LP
New York
$1.46M
VA
595
Vident Advisory
Georgia
$1.45M
GF
596
Gabelli Funds
New York
$1.41M
AAIS
597
ABN AMRO Investment Solutions
$1.4M
CHAM
598
Clear Harbor Asset Management
Connecticut
$1.4M
KF
599
Krilogy Financial
Missouri
$1.4M
SPC
600
Sigma Planning Corp
Michigan
$1.4M