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
CPSC
601
Carl P. Sherr & Co
Massachusetts
$1.38M
CRI
602
Colonial River Investments
Virginia
$1.37M
DFCM
603
Dark Forest Capital Management
Puerto Rico
$1.36M
HH
604
Hilltop Holdings
Texas
$1.35M
AWM
605
AE Wealth Management
Kansas
$1.35M
SFA
606
Sequoia Financial Advisors
Ohio
$1.33M
SPS
607
Susquehanna Portfolio Strategies
Pennsylvania
$1.33M
SVWAG
608
Sound View Wealth Advisors Group
Georgia
$1.33M
HNB
609
Huntington National Bank
Ohio
$1.32M
IAIM
610
International Assets Investment Management
Florida
$1.32M
GAM
611
Generali Asset Management
Italy
$1.32M
BAM
612
Belpointe Asset Management
Nevada
$1.31M
FFO
613
Fiduciary Family Office
Florida
$1.31M
CIS
614
Custom Index Systems
New York
$1.29M
LOAMS
615
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M
LCM
616
LDR Capital Management
New York
$1.29M
EC
617
EdgeRock Capital
Colorado
$1.29M
KM
618
KP Management
Minnesota
$1.28M
SCM
619
Shelton Capital Management
Colorado
$1.28M
CG
620
Carmignac Gestion
France
$1.28M
WI
621
Wahed Invest
New York
$1.28M
CCA
622
Catalyst Capital Advisors
New York
$1.26M
EFM
623
E Fund Management
China
$1.26M
MC
624
Moors & Cabot
Massachusetts
$1.26M
MA
625
Mutual Advisors
Nebraska
$1.26M