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
AAIS
601
ABN AMRO Investment Solutions
$1.4M
CHAM
602
Clear Harbor Asset Management
Connecticut
$1.4M
KF
603
Krilogy Financial
Missouri
$1.4M
SPC
604
Sigma Planning Corp
Michigan
$1.4M
CPSC
605
Carl P. Sherr & Co
Massachusetts
$1.38M
CRI
606
Colonial River Investments
Virginia
$1.37M
DFCM
607
Dark Forest Capital Management
Puerto Rico
$1.36M
HH
608
Hilltop Holdings
Texas
$1.35M
AWM
609
AE Wealth Management
Kansas
$1.35M
SFA
610
Sequoia Financial Advisors
Ohio
$1.33M
SPS
611
Susquehanna Portfolio Strategies
Pennsylvania
$1.33M
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$1.33M
HNB
613
Huntington National Bank
Ohio
$1.32M
IAIM
614
International Assets Investment Management
Florida
$1.32M
GAM
615
Generali Asset Management
Italy
$1.32M
BAM
616
Belpointe Asset Management
Nevada
$1.31M
FFO
617
Fiduciary Family Office
Florida
$1.31M
CIS
618
Custom Index Systems
New York
$1.29M
LOAMS
619
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M
LCM
620
LDR Capital Management
New York
$1.29M
EC
621
EdgeRock Capital
Colorado
$1.29M
KM
622
KP Management
Minnesota
$1.28M
SCM
623
Shelton Capital Management
Colorado
$1.28M
CG
624
Carmignac Gestion
France
$1.28M
WI
625
Wahed Invest
New York
$1.28M