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
EA
651
Emerald Advisers
Pennsylvania
$1.11M
SWM
652
StoneCrest Wealth Management
Arizona
$1.11M
PI
653
Point72 Italy
Italy
$1.09M
IP
654
Intellectus Partners
California
$1.08M
BPA
655
Beacon Pointe Advisors
California
$1.07M
WIM
656
WealthPlan Investment Management
Nebraska
$1.07M
QI
657
Qtron Investments
Massachusetts
$1.06M
GAM
658
Gemmer Asset Management
California
$1.05M
KeyBank National Association
659
KeyBank National Association
Ohio
$1.05M
RMC
660
Ring Mountain Capital
California
$1.05M
Jacobs Levy Equity Management
661
Jacobs Levy Equity Management
New Jersey
$1.03M
AA
662
ALPS Advisors
Colorado
$1.03M
WAM
663
Westport Asset Management
Connecticut
$1.03M
DAS
664
Dynamic Advisor Solutions
Arizona
$1.02M
GC
665
Guardian Capital
Ontario, Canada
$1.01M
VRS
666
Virginia Retirement Systems
Virginia
$1M
BRWA
667
B. Riley Wealth Advisors
Florida
$999K
RIS
668
Richmond Investment Services
Wisconsin
$998K
JCFM
669
JBR Co Financial Management
Oklahoma
$996K
BJL
670
Brighton Jones LLC
Washington
$990K
KWA
671
Kingswood Wealth Advisors
California
$989K
RC
672
Rithm Capital
New York
$989K
PCIA
673
Prime Capital Investment Advisors
Kansas
$986K
PWMG
674
Prestige Wealth Management Group
New Jersey
$981K
TPA
675
Trivium Point Advisory
Connecticut
$980K