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 %
CAL
701
Capital Analysts LLC
Pennsylvania
$839K +$128K +1,000 +18%
KWM
702
Kingsview Wealth Management
Oregon
$834K -$26.7K -208 -3%
VAS
703
Vestmark Advisory Solutions
Massachusetts
$830K +$830K +6,462 New
OFS
704
OneAscent Financial Services
Alabama
$827K +$827K +6,448 New
PSP
705
Principal Street Partners
Tennessee
$825K -$182K -1,419 -18%
NAM
706
NorthCrest Asset Manangement
Minnesota
$823K -$33.8K -264 -4%
WWM
707
Western Wealth Management
Colorado
$820K +$157K +1,225 +24%
GLA
708
Great Lakes Advisors
Illinois
$819K +$819K +6,376 New
HI
709
Hudock Inc
Pennsylvania
$817K +$126K +981 +18%
UCFA
710
United Capital Financial Advisors
Texas
$812K -$965K -7,516 -54%
PFU
711
Parus Finance (UK)
United Kingdom
$807K +$158K +1,228 +24%
ONB
712
Old National Bancorp
Indiana
$806K +$806K +6,279 New
DADC
713
D.A. Davidson & Co
Montana
$802K +$56.4K +439 +8%
FG
714
Foresight Group
United Kingdom
$793K +$142K +1,115 +22%
EH
715
Equitable Holdings
New York
$790K +$25.8K +201 +3%
FA
716
FDx Advisors
Illinois
$786K -$25K -195 -3%
UM
717
UniSuper Management
Australia
$783K -$89.9K -700 -10%
PTC
718
Private Trust Company
Ohio
$783K +$203K +1,578 +35%
HA
719
Huntleigh Advisors
Missouri
$777K +$170K +1,321 +28%
QWM
720
Quadcap Wealth Management
Texas
$774K +$21.4K +167 +3%
PCM
721
Presidio Capital Management
California
$772K +$10.3K +80 +1%
Mirae Asset Global ETFs Holdings
722
Mirae Asset Global ETFs Holdings
Hong Kong
$769K +$159K +1,242 +26%
AMCA
723
Arthur M. Cohen & Associates
Illinois
$767K +$8.99K +70 +1%
PCM
724
Prelude Capital Management
New York
$760K -$260K -2,026 -26%
CQWA
725
Chokshi & Queen Wealth Advisors
California
$758K -$113K -880 -13%