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
CCA
626
Catalyst Capital Advisors
New York
$1.26M
EFM
627
E Fund Management
China
$1.26M
MC
628
Moors & Cabot
Massachusetts
$1.26M
MA
629
Mutual Advisors
Nebraska
$1.26M
KRSITF
630
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M
FPAS
631
Focus Partners Advisor Solutions
Missouri
$1.24M
P
632
Pitcairn
Pennsylvania
$1.23M
PIM
633
Platinum Investment Management
Australia
$1.22M
AFCM
634
Applied Finance Capital Management
Puerto Rico
$1.22M
II
635
Inspire Investing
Idaho
$1.21M
FLPIM
636
F.L. Putnam Investment Management
Massachusetts
$1.21M
BBVA
637
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M
QP
638
Quartz Partners
New York
$1.2M
CTA
639
Chesley Taft & Associates
Illinois
$1.19M
VT
640
Vise Technologies
New York
$1.18M
IGAM
641
iA Global Asset Management
Quebec, Canada
$1.18M
RL
642
Retireful LLC
Michigan
$1.17M
PWM
643
Prosperity Wealth Management
California
$1.17M
QPW
644
Quantum Private Wealth
Florida
$1.16M
CCG
645
Ceeto Capital Group
Florida
$1.16M
NWM
646
Nicola Wealth Management
British Columbia, Canada
$1.16M
OMC
647
Oasis Management Company
Cayman Islands
$1.16M
CFG
648
Citizens Financial Group
Rhode Island
$1.14M
IMCOOI
649
Investment Management Corp of Ontario (IMCO)
Canada
$1.14M
ACM
650
Arlington Capital Management
Illinois
$1.14M