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
DA
676
Dover Advisors
Virginia
$970K
KCFA
677
Key Client Fiduciary Advisors
New Jersey
$969K
CCM
678
Coldstream Capital Management
Washington
$965K
SQA
679
Simon Quick Advisors
New Jersey
$964K
CGIM
680
Cannon Global Investment Management
Florida
$963K
CFM
681
Catalyst Funds Management
Australia
$963K
WCA
682
Westover Capital Advisors
Delaware
$955K
MAG
683
MRA Advisory Group
New Jersey
$951K
KIM
684
Kestra Investment Management
Texas
$951K
CSA
685
Cornerstone Select Advisors
Missouri
$948K
HWM
686
Hohimer Wealth Management
Washington
$933K
BEI
687
Benjamin Edwards Inc
Missouri
$921K
CIA
688
Concurrent Investment Advisors
Florida
$920K
WE
689
Wealth Effects
Massachusetts
$918K
CCM
690
Cinctive Capital Management
New York
$901K
WIS
691
Wright Investors Service
Connecticut
$898K
N
692
Natixis
France
$892K
PWS
693
Peterson Wealth Services
Utah
$885K
DIM
694
Delta Investment Management
California
$884K
PPW
695
Parcion Private Wealth
Washington
$883K
RCA
696
Roberts Capital Advisors
Colorado
$880K
OWA
697
Outlook Wealth Advisors
Texas
$873K
EP
698
Edgestream Partners
New Jersey
$865K
NWMG
699
National Wealth Management Group
Ohio
$850K
EAM
700
Erste Asset Management
Austria
$848K