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
RC
676
Rithm Capital
New York
$989K
PCIA
677
Prime Capital Investment Advisors
Kansas
$986K
PWMG
678
Prestige Wealth Management Group
New Jersey
$981K
TPA
679
Trivium Point Advisory
Connecticut
$980K
DA
680
Dover Advisors
Virginia
$970K
KCFA
681
Key Client Fiduciary Advisors
New Jersey
$969K
CCM
682
Coldstream Capital Management
Washington
$965K
SQA
683
Simon Quick Advisors
New Jersey
$964K
CFM
684
Catalyst Funds Management
Australia
$963K
CGIM
685
Cannon Global Investment Management
Florida
$963K
WCA
686
Westover Capital Advisors
Delaware
$955K
MAG
687
MRA Advisory Group
New Jersey
$951K
KIM
688
Kestra Investment Management
Texas
$951K
CSA
689
Cornerstone Select Advisors
Missouri
$948K
HWM
690
Hohimer Wealth Management
Washington
$933K
BEI
691
Benjamin Edwards Inc
Missouri
$921K
CIA
692
Concurrent Investment Advisors
Florida
$920K
WE
693
Wealth Effects
Massachusetts
$918K
CCM
694
Cinctive Capital Management
New York
$901K
WIS
695
Wright Investors Service
Connecticut
$898K
N
696
Natixis
France
$892K
PWS
697
Peterson Wealth Services
Utah
$885K
DIM
698
Delta Investment Management
California
$884K
PPW
699
Parcion Private Wealth
Washington
$883K
RCA
700
Roberts Capital Advisors
Colorado
$880K