1,286 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, 525 increasing their positions, 351 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+160
Holders Change %
+14.21%
% of All Funds
17.24%
Holding in Top 10
55
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+139.13%
% of All Funds
0.74%
New
302
Increased
525
Reduced
351
Closed
127
Calls
$4.39B
Puts
$3.5B
Net Calls
+$894M
Net Calls Change
+$1.08B
Name Holding Trade Value Shares
Change
Shares
Change %
EA
651
Emerald Advisers
Pennsylvania
$1.11M +$84.9K +661 +8%
SWM
652
StoneCrest Wealth Management
Arizona
$1.11M +$107K +834 +11%
PI
653
Point72 Italy
Italy
$1.09M +$1.09M +8,500 New
IP
654
Intellectus Partners
California
$1.08M -$70K -545 -6%
BPA
655
Beacon Pointe Advisors
California
$1.07M -$291K -2,266 -21%
WIM
656
WealthPlan Investment Management
Nebraska
$1.07M +$189K +1,475 +22%
QI
657
Qtron Investments
Massachusetts
$1.06M
GAM
658
Gemmer Asset Management
California
$1.05M -$9.63K -75 -0.9%
KeyBank National Association
659
KeyBank National Association
Ohio
$1.05M -$79K -615 -7%
RMC
660
Ring Mountain Capital
California
$1.05M +$47K +364 +5%
Jacobs Levy Equity Management
661
Jacobs Levy Equity Management
New Jersey
$1.03M +$1.03M +8,047 New
AA
662
ALPS Advisors
Colorado
$1.03M +$512K +3,989 +99%
WAM
663
Westport Asset Management
Connecticut
$1.03M
DAS
664
Dynamic Advisor Solutions
Arizona
$1.02M +$104K +809 +11%
GC
665
Guardian Capital
Ontario, Canada
$1.01M +$98.6K +768 +11%
VRS
666
Virginia Retirement Systems
Virginia
$1M +$1M +7,800 New
BRWA
667
B. Riley Wealth Advisors
Florida
$999K +$999K +7,777 New
RIS
668
Richmond Investment Services
Wisconsin
$998K +$213K +1,655 +27%
JCFM
669
JBR Co Financial Management
Oklahoma
$996K +$32.4K +252 +3%
BJL
670
Brighton Jones LLC
Washington
$990K +$990K +7,712 New
KWA
671
Kingswood Wealth Advisors
California
$989K -$52.4K -408 -5%
RC
672
Rithm Capital
New York
$989K +$385K +3,000 +64%
PCIA
673
Prime Capital Investment Advisors
Kansas
$986K -$544K -4,239 -36%
PWMG
674
Prestige Wealth Management Group
New Jersey
$981K +$19.4K +151 +2%
TPA
675
Trivium Point Advisory
Connecticut
$980K +$257K +1,998 +35%