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
RWPA
651
Richard W. Paul & Associates
Michigan
$1.13M
NAM
652
NTV Asset Management
West Virginia
$1.13M
CIM
653
Caldwell Investment Management
Ontario, Canada
$1.12M
CAM
654
Congress Asset Management
Massachusetts
$1.11M
EA
655
Emerald Advisers
Pennsylvania
$1.11M
SWM
656
StoneCrest Wealth Management
Arizona
$1.11M
PI
657
Point72 Italy
Italy
$1.09M
IP
658
Intellectus Partners
California
$1.08M
BPA
659
Beacon Pointe Advisors
California
$1.07M
WIM
660
WealthPlan Investment Management
Nebraska
$1.07M
QI
661
Qtron Investments
Massachusetts
$1.06M
GAM
662
Gemmer Asset Management
California
$1.05M
KeyBank National Association
663
KeyBank National Association
Ohio
$1.05M
RMC
664
Ring Mountain Capital
California
$1.05M
Jacobs Levy Equity Management
665
Jacobs Levy Equity Management
New Jersey
$1.03M
AA
666
ALPS Advisors
Colorado
$1.03M
WAM
667
Westport Asset Management
Connecticut
$1.03M
DAS
668
Dynamic Advisor Solutions
Arizona
$1.02M
GC
669
Guardian Capital
Ontario, Canada
$1.01M
VRS
670
Virginia Retirement Systems
Virginia
$1M
BRWA
671
B. Riley Wealth Advisors
Florida
$999K
RIS
672
Richmond Investment Services
Wisconsin
$998K
JCFM
673
JBR Co Financial Management
Oklahoma
$996K
BJL
674
Brighton Jones LLC
Washington
$990K
KWA
675
Kingswood Wealth Advisors
California
$989K