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
KRSITF
626
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M
FPAS
627
Focus Partners Advisor Solutions
Missouri
$1.24M
P
628
Pitcairn
Pennsylvania
$1.23M
PIM
629
Platinum Investment Management
Australia
$1.22M
AFCM
630
Applied Finance Capital Management
Puerto Rico
$1.22M
II
631
Inspire Investing
Idaho
$1.21M
FLPIM
632
F.L. Putnam Investment Management
Massachusetts
$1.21M
BBVA
633
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M
QP
634
Quartz Partners
New York
$1.2M
CTA
635
Chesley Taft & Associates
Illinois
$1.19M
VT
636
Vise Technologies
New York
$1.18M
IGAM
637
iA Global Asset Management
Quebec, Canada
$1.18M
RL
638
Retireful LLC
Michigan
$1.17M
PWM
639
Prosperity Wealth Management
California
$1.17M
QPW
640
Quantum Private Wealth
Florida
$1.16M
CCG
641
Ceeto Capital Group
Florida
$1.16M
NWM
642
Nicola Wealth Management
British Columbia, Canada
$1.16M
OMC
643
Oasis Management Company
Cayman Islands
$1.16M
CFG
644
Citizens Financial Group
Rhode Island
$1.14M
IMCOOI
645
Investment Management Corp of Ontario (IMCO)
Canada
$1.14M
ACM
646
Arlington Capital Management
Illinois
$1.14M
RWPA
647
Richard W. Paul & Associates
Michigan
$1.13M
NAM
648
NTV Asset Management
West Virginia
$1.13M
CIM
649
Caldwell Investment Management
Ontario, Canada
$1.12M
CAM
650
Congress Asset Management
Massachusetts
$1.11M