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 %
DA
676
Dover Advisors
Virginia
$970K +$96.3K +750 +11%
KCFA
677
Key Client Fiduciary Advisors
New Jersey
$969K +$79K +615 +9%
CCM
678
Coldstream Capital Management
Washington
$965K +$75.3K +586 +8%
CGIM
679
Cannon Global Investment Management
Florida
$963K +$963K +7,500 New
CFM
680
Catalyst Funds Management
Australia
$963K +$963K +7,500 New
WCA
681
Westover Capital Advisors
Delaware
$955K -$589K -4,584 -38%
MAG
682
MRA Advisory Group
New Jersey
$951K -$222K -1,731 -19%
KIM
683
Kestra Investment Management
Texas
$951K +$942K +7,365 +9,953%
CSA
684
Cornerstone Select Advisors
Missouri
$948K +$448K +3,487 +89%
HWM
685
Hohimer Wealth Management
Washington
$933K -$29.4K -229 -3%
BEI
686
Benjamin Edwards Inc
Missouri
$921K -$75.1K -585 -8%
CIA
687
Concurrent Investment Advisors
Florida
$920K +$223K +1,739 +32%
WE
688
Wealth Effects
Massachusetts
$918K -$128K -1,000 -12%
CCM
689
Cinctive Capital Management
New York
$901K +$901K +7,018 New
WIS
690
Wright Investors Service
Connecticut
$898K -$37.5K -292 -4%
N
691
Natixis
France
$892K +$352K +2,745 +65%
PWS
692
Peterson Wealth Services
Utah
$885K -$128 -1 -0%
DIM
693
Delta Investment Management
California
$884K +$215K +1,674 +32%
PPW
694
Parcion Private Wealth
Washington
$883K +$161K +1,253 +22%
RCA
695
Roberts Capital Advisors
Colorado
$880K
OWA
696
Outlook Wealth Advisors
Texas
$873K +$28.1K +219 +3%
EP
697
Edgestream Partners
New Jersey
$865K -$914K -7,117 -51%
EAM
698
Erste Asset Management
Austria
$848K +$848K +6,669 New
TCWM
699
Total Clarity Wealth Management
Illinois
$845K -$59.1K -460 -7%
S
700
SignatureFD
Georgia
$844K -$13.6K -106 -2%